知名投行杰富瑞最新报告将光伏巨头第一太阳能（First Solar）的目标股价从每股192美元调升至194美元。此次调整延续了该机构对这家太阳能电池板制造商的乐观预期。
分析师指出，在全球能源转型加速推进的背景下，First Solar凭借其薄膜光伏技术优势及北美地区产能扩张计划，持续获得市场青睐。尽管未具体说明评级变动，但目标价上调通常反映机构对企业基本面改善的积极判断。
此次调升发生在全球光伏产业经历供应链调整之际。随着各国可再生能源补贴政策落地及光伏组件价格企稳，First Solar等头部企业有望率先受益于行业复苏周期。市场观察人士认为，此次目标价调整可能基于对该公司下半年出货量增长及毛利率改善的预判。
截至美东时间7月15日15时28分（北京时间16日3时28分），第一太阳能股价呈现震荡上行态势。最新目标价较当前交易价格仍存在显著上行空间，显示机构对其长期价值成长的信心。
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