美股异动丨税改法案能否通过仍存不确定性 太阳能板块反弹

格隆汇
18 Jun

太阳能板块反弹,Complete Solaria涨超9%,Emeren Group涨超6%,SolarEdge涨超4%,晶科能源涨超3%,第一太阳能、Enphase Energy涨超2%。消息面上,作为特朗普“大漂亮”税改法案的一部分,美国参议院提出了一项计划,旨在2028年前逐步取消对太阳能行业的联邦税收抵免。目前,政策制定者是否会在7月4日最后期限之前通过目前形式的法案仍是未知数。Pavel Molchanov的分析师Raymond James表示:“众议院和参议院的共和党人需要时间——可能要几个月——来弥合这些分歧。在此期间,太阳能和风能行业的游说者将有机会表达他们的观点。”(格隆汇)

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