7月6日，第一太阳能盘中上涨5.35%，报236.59美元/股，成交额9890.44万美元。
消息面上，富国银行将第一太阳能目标价从255美元大幅上调至320美元，较当前股价隐含约35%的上行空间。近期多家投行密集上调目标价，瑞银维持买入评级并将目标价上调至330美元，瑞穗上调至300美元，高盛此前亦调高至310美元。机构一致看多反映出AI数据中心电力需求激增带来的太阳能行业景气预期。公司一季度每股收益3.22美元，同比增长65%，超市场预期11.4%，基本面持续改善为估值上修提供支撑。
（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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