美国总统特朗普周三签署紧急行政令,以国家安全为由,禁止美国采购或安装部分可能构成网络安全或运行风险的外国制造大型电力系统设备及相关软件,包括变压器等关键设备。行政令同时允许能源部长在必要时对已经安装的相关设备施加限制,并要求能源部在120天内制定实施规则,但不适用于地方配电设施。此举可能利好美国本土电气设备制造商,包括SolarEdge、Enphase Energy和特斯拉(TSLA.US)等。
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