异动解读|第一太阳能盘后上涨6.5%,美国拟对多晶硅产品征收关税叠加Q2业绩超预期持续提振

行情直击
Aug 07

8月7日,第一太阳能盘后上涨6.5%,报259.66美元/股,成交额1132万美元。

消息面上,特朗普政府最快当日宣布对太阳能电池板及含多晶硅产品征收至少15%关税,公司作为美国最大本土薄膜光伏组件制造商有望直接受益于进口替代逻辑。同时,公司Q2每股收益3.92美元,大幅超越预期的2.86美元达37%,多家机构上调目标价,UBS上调至330美元,Wells Fargo上调至320美元。不过,有消息称官员正考虑设置90至120天过渡期,盘中涨幅一度收窄。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10