异动解读 | 阿特斯太阳能盘前大涨6.69%,受益于美国太阳能补贴新规

异动解读
Aug 18

8月18日周一盘前,阿特斯太阳能(CSIQ)股价大涨6.69%,引发市场关注。这一涨幅主要受益于美国财政部公布的太阳能和风能项目联邦税收补贴新规定,新规被认为比业内预期的更为温和。

据报道,美国财政部于上周五公布了针对太阳能和风能项目的联邦税收补贴新规定。Raymond James分析指出,这些变化"比许多风能和太阳能行业人士担心的要温和"。Jefferies表示,新规将大多数风能和太阳能开发商的税收抵免期限延长至2030年,这无疑为行业带来了积极影响。

作为全球领先的太阳能公司之一,阿特斯太阳能有望从这一政策中受益。市场分析师预计,随着法规明朗化,太阳能股票可能会出现"真正的宽松反弹"。除阿特斯太阳能外,其他太阳能公司如SunRun、First Solar、Enphase和Complete Solaria的股价在盘前交易中也普遍上涨1%至3%不等。这一趋势反映了投资者对太阳能行业前景的乐观预期。

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