7月6日，SolarEdge Technologies盘中上涨8.03%，报56.59美元/股，成交额4196.61万美元。
消息面上，近期人工智能数据中心建设竞赛推动电力需求预期激增，太阳能板块持续受益。6月30日太阳能股曾集体飙升，SolarEdge盘前一度涨超11%，此后经历短暂回调，板块再度走强。
基本面方面，公司一季度营收3.11亿美元超预期，Q2收入指引3.25亿-3.55亿美元符合市场预期，运营利润率接近盈亏平衡。近期多家机构上调评级，TD Cowen上调至买入，BofA及Jefferies上调至中性，Deutsche Bank目标价上调至42美元。公司还在德国推出新一代住宅太阳能储能系统，并开始向欧洲出口美国制造的逆变器，拓展国际业务版图。
（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。）
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