Enphase Energy（ENPH）差异化的技术平台将助力公司成功抵消去年关键税收抵免政策结束后住宅太阳能需求下滑的影响。奥本海默分析师指出，该公司的电力管理与控制系统能力独特地契合了电网负荷过载的复杂挑战。分析师进一步强调，Enphase的产品路线图正推动其利润率提升并优化客户价值主张，其双向充电技术尤其适用于800V数据中心应用场景。随着新产品加速面市，该公司有望扩大市场份额并超越市场预期。Enphase股价在公布超预期四季度业绩并上调指引后暴涨38%。
Enphase Energy（ENPH）差异化的技术平台将助力公司成功抵消去年关键税收抵免政策结束后住宅太阳能需求下滑的影响。奥本海默分析师指出，该公司的电力管理与控制系统能力独特地契合了电网负荷过载的复杂挑战。分析师进一步强调，Enphase的产品路线图正推动其利润率提升并优化客户价值主张，其双向充电技术尤其适用于800V数据中心应用场景。随着新产品加速面市，该公司有望扩大市场份额并超越市场预期。Enphase股价在公布超预期四季度业绩并上调指引后暴涨38%。
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