消息面上,公司近期利好密集释放:6月18日宣布基于氮化镓技术的548 VA IQ9S商用微型逆变器在美国正式启动发货,标志着高效能商用方案进入市场推广阶段;同日Barclays将公司评级从跑输大盘上调至同等权重,目标价30美元。此前杰富瑞、TD Cowen、高盛等多家投行已密集上调目标价,最高看至70美元。此外,公司计划出售至多1.5亿美元先进制造业生产税收抵免额度,有望增厚现金流。自前期连续回调逾10%后,股价已连续多个交易日反弹,多重利好持续支撑上行动能。
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