第一太阳能(FSLR)今日盘前股价大跌14.27%，引发了市场的广泛关注。
消息面上，该公司发布了低于市场预期的2026年业绩指引，预计净销售额在49亿美元至52亿美元之间，远低于分析师普遍预期的61.2亿美元。这一悲观预测直接打击了投资者信心。此外，公司还面临多重不利因素，包括预计2026年关税将带来1.25亿至1.35亿美元的财务影响，以及客户正面临监管挑战，如联邦许可审批的延迟，这影响了项目推进和需求。
行业环境方面，美国住宅太阳能市场因高利率和计量改革等因素持续疲软，也给行业前景蒙上阴影。多家华尔街机构，包括摩根大通和加拿大皇家银行，也因此下调了该公司的目标价。尽管公司第四季度净销售额同比增长11.1%至16.8亿美元，但市场对未来的担忧情绪主导了盘前交易。
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