智通财经APP获悉，美国光伏股周二尾盘强势拉升，Enphase Energy(ENPH.US)收涨11%，First Solar(FSLR.US)上涨4.5%。此前共和党参议员凯文·克莱默透露，党内正在讨论修改特朗普税改法案中关于取消屋顶光伏税收抵免的条款。
克莱默向记者表示，作为《通胀削减法案》清洁能源项目税收抵免政策修订谈判的一部分，"针对屋顶光伏的条款正在重新拟定"。
这位参议院财政委员会成员指出，共和党讨论的清洁能源抵免方案"可能比众议院版本更宽松"，但尚未明确屋顶光伏条款的具体调整方向。
克莱默特别强调，参议院正在修改税收抵免的"退出机制"。此前众议院通过的版本因抵免政策突然终止而备受争议。
其他光伏概念股同步大涨：Solaredge Technologies(SEDG.US)飙升17.8%，Sunrun(RUN.US)上涨15.4%，Maxeon Solar Technologies(MAXN.US)收高10.6%，Fluence Energy(FLNC.US)涨幅达5%。
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