Tiger Brokers

光伏太阳能股盘初走强 科磊(KLAC)涨10.80%、第一太阳能(FSLR)涨2.8%

金吾财讯
Jul 09

金吾财讯 | 美股光伏太阳能股盘初走强，截至发稿，科磊 (KLAC) 涨 10.80%，应用材料 (AMAT) 涨 9.94%，Enphase Energy (ENPH) 涨 6.39%，阿特斯太阳能 (CSIQ) 涨 5.04%，SolarEdge Technologies (SEDG) 涨 4.79%，Shoals Technologies (SHLS) 涨 4.14%，Array Technologies (ARRY) 涨 3.31%，大全新能源 (DQ) 涨 3.28%，第一太阳能 (FSLR) 涨 2.80%，晶科能源 (JKS) 涨 1.86%，Sunrun (RUN) 涨 1.17%。消息面上，摩根士丹利新近研报表明，涉足数据中心、电池储能和现场发电领域的清洁技术公司，有望因人工智能带来的能源需求而迎来订单的强劲拐点。鉴于这些长期有利因素，该机构将第一太阳能(FSLR)的目标价从$230上调至$245，并维持超配评级；同时将普拉格能源(PLUG)的目标价从$1.50上调至$1.65，维持低配评级。此外，近日有传言称，美国商务部正在调查进口多晶硅——太阳能板关键材料，调查结果预计最早8月初公布。市场普遍认为，若调查结果有利，可能改善美国本土太阳能企业的多晶硅供应，并推高太阳能组件价格，进而重估整个美国太阳能产业。

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