2024年11月6日,美国太阳能龙头企业SolarEdge Technologies(SEDG)股价出现暴跌,当日单日最大跌幅达18.84%,引发市场广泛关注。
造成SolarEdge遭遇重挫的主要原因,是市场对美国即将到来的总统大选前景产生担忧。根据投票辩论和市场预测显示,现任总统特朗普获胜的几率较大。而特朗普此前曾表示不支持对可再生能源行业的补贴政策。因此,如果特朗普连任成功,他可能会收紧对太阳能等行业的补贴力度。这无疑将对包括SolarEdge在内的太阳能企业带来巨大不利影响。
SolarEdge遭遇重挫的同时,其他多家太阳能龙头企业如Enphase Energy、晶科能源等的股价在当天也出现下跌。业内人士表示,终极大选结果如何,以及对可再生能源企业的实际影响还有待进一步观察。
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