异动解读 | 美国新补贴规定利好太阳能行业,阿特斯太阳能盘前大涨6.69%

异动解读
Aug 18

阿特斯太阳能(CSIQ)周一盘前股价大涨6.69%,引发市场关注。这一涨幅主要受益于美国财政部上周五公布的新太阳能补贴政策。

据悉,美国财政部于上周五发布了针对太阳能和风能项目的新联邦税收补贴规定。新规定被认为比行业预期的"更温和",这给太阳能行业带来了积极影响。Jefferies分析师表示,新规定将大多数风能和太阳能开发商的税收抵免期限延长至2030年,这无疑是一个利好消息。

阿特斯太阳能并非唯一受益的公司。其他太阳能股票如SunRun、First Solar、Enphase和Complete Solaria等也在盘前出现不同程度的上涨。其中,SunRun被Jefferies视为"最大受益者",盘前上涨2.8%。分析师预计,随着法规明朗化,太阳能股票可能会出现"真正的宽松反弹"。这一消息为太阳能行业注入了新的动力,投资者对该行业的长期发展前景持续看好。

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