太阳能逆变器制造商Enphase Energy（ENPH）今日盘后股价大跌12.52%，报收于47.58美元。这一大幅下跌主要源于公司第一季度业绩低于市场预期，以及对第二季度收入的悲观展望。
根据公司发布的财报，Enphase Energy第一季度调整后每股收益为0.68美元，低于分析师预期的0.70美元。季度营收为3.5608亿美元，同比增长35.2%，但仍未达到分析师预期的3.6091亿美元。此外，公司第二季度营收预期在3.4亿至3.8亿美元之间，中值为3.6亿美元，显著低于分析师预期的3.76亿美元。
Enphase Energy的业绩下滑主要归因于需求疲软，特别是在美国最大市场加利福尼亚州。该州于2023年推出的计量改革削弱了对Enphase公司住宅太阳能设备逆变器的需求。值得注意的是，这已经是公司连续第四个季度业绩未达预期，反映出其面临的持续挑战。在此之前，Enphase Energy的股价今年已下跌22%，此次财报发布后的大跌进一步加剧了投资者的担忧。
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