金丰来:First Solar股价飙升背后的逻辑

市场资讯
May 16, 2025

5月16日,金丰来表示,First Solar(FSLR)在近一个月内股价飙升超过40%,这一显著涨幅主要得益于美国众议院共和党议员提出的一项预算提案。该提案对可再生能源的税收优惠削减幅度有所软化,这对First Solar等太阳能企业来说是一个巨大的利好消息。金丰来认为,根据J.P. Morgan的分析,该预算提案对太阳能、风能和地热能供应商来说是一个积极的信号。尽管生产与投资税收抵免(45X)...

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