周四盘中，晶科能源（JKS）股价大跌5.22%，引发市场关注。这一跌势主要受到美国政治动向的影响。
据路透社报道，美国众议院推进了总统特朗普的全面税收和支出法案，该法案可能终止支持可再生能源行业的大量绿色能源补贴。这一消息引发了太阳能板块的集体下跌。其中，Sunrun跌幅高达33%，Complete Solaria下跌近22%，Enphase Energy、Maxeon Solar和SolarEdge Technologies跌幅在10%至15.6%之间。
作为全球领先的太阳能企业，晶科能源难以避免受到波及。分析人士指出，特朗普的预算方案将取消拜登政府的《减少通胀法案》（Inflation Reduction Act）所设立的资金，并废除旨在减少空气污染、温室气体排放或购买电动重型汽车的补助金。这一政策变化对整个太阳能行业构成了重大挑战，投资者担忧这可能会影响到晶科能源的业务发展和未来盈利能力。
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