美股太阳能股评级“大洗牌”!Sunrun成小摩首选股

智通财经
Jul 16, 2025

智通财经APP获悉,受市场和政策变化影响,摩根大通对多只美股太阳能股的评级进行调整,其中,Enphase Energy(ENPH.US)和SolarEdge Technologies(SEDG.US)被下调至“中性”评级,Sunrun(RUN.US)则被列为首选股。摩根大通将Enphase Energy的评级从“增持”下调至“中性”,并将目标价从64美元下调至37美元,以反映行业向第三方系统转移的...

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