周一，美股光伏太阳能板块走强，Sunrun(RUN.US)涨超3.5%，阿特斯太阳能(CSIQ.US)涨超8.5%，晶科能源(JKS.US)涨0.44%，Array Technologies(ARRY.US)涨超4%，Enphase Energy(ENPH.US)涨0.36%。消息面上，高盛此前报告指出，光伏板块正迎来结构性投资窗口。尽管该板块在2025年初曾因政策预期波动而承压，当前数据中心带来的电力需求爆发正在重塑美国电网的成长逻辑。
报告指出，光伏已成为美国电源结构转型的核心力量，预计在2025年新增发电装机中占比约54%。随着数据中心用电需求持续超预期增长，光伏作为成本与部署速度具备双重优势的清洁能源，将直接受益于这一长期需求动力。
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