太阳能行业在2026年初的亮眼开局于本周戛然而止，一系列保守的业绩展望引发了抛售潮。一只追踪太阳能股票的景顺ETF本周下跌了8%，创下去年6月以来的最差单周表现。
——周二公布财报的第一太阳能预计，其2026年营收将在49亿至52亿美元之间，低于分析师普遍预期的61.6亿美元。该公司股价本周累计下跌18%。
——太阳能股的抛售在周五持续。Sunrun Inc.发布了令人失望的2026年现金流展望，促使杰富瑞的分析师下调了该股评级。其股价当周暴跌35%收官。
——过去一年，太阳能行业一直面临逆风。特朗普总统于去年7月签署成为法律的标志性大型法案，加速取消了对太阳能项目的关键补贴，同时该行业也深受关税影响。
——尽管如此，得益于人工智能相关的能源需求增长以及对监管的担忧减弱，这只景顺ETF今年迄今仍上涨了12%。
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