5月13日 - ** Brokerages Barclays和BMO Capital Markets下调太阳能逆变器制造商Enphase Energy ENPH.O的评级 ,原因是担心太阳能市场可能取消25D条款。
** 25D条款是为使用现金或贷款购买太阳能系统的房主提供的税收减免。
** ENPH股价盘前下跌5.7%至45.19美元
** 巴克莱将ENPH的评级从 "增持 "下调至 "减持",BMO将其评级从 "市场表现 "下调至 "表现不佳",目标价分别从51美元下调至40美元,从46美元下调至39美元。
** 巴克莱 认为明年住宅太阳能市场将转向第三方业主,这可能会减少对 ENPH 产品的需求
** 我们认为25D信贷的取消对ENPH的影响过大,并将在2026年缩减美国住宅太阳能的整体需求。
** 截至上一交易日收盘,ENPH股价累计下跌30.2%。
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