[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio1a60a8fc":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio1a60a8fc","政策预期引爆美股太阳能板块：第一太阳能(FSLR)股价创18年新高-板块年内累涨40%","\u002Fdoc\u002Fdcio1a60a8fc","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">美股投资网获悉，受美国新一轮关税政策预期与清洁能源需求升温提振，太阳能股近期走出强势突破行情。瑞银编制的太阳能一篮子指数UBXXSOL本月已飙升33%，年初至今累计涨幅达40%，技术面上明确突破了持续逾五年的下行趋势。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">瑞银分析师凯瑟琳·戈登将此轮涨势归因于收益率下行及政策动能的重新点燃。市场焦点正集中在预计于6月中下旬公布的“232条款”关税决定上，潜在的征税范围涉及多晶硅进口。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">其中，第一太阳能(FSLR)成为本轮行情的领涨龙头。周四，第一太阳能股价收盘大涨10.8%，盘中一度触及310.42美元的18年盘中新高，并实现连续第六个交易日上涨。戈登透露，目前的政策预期包括在征收关税的同时设置最低进口价格，且企业本土制造投资或可用于抵免关税义务。她形容当前市场已进入“既买传闻、也买新闻”的模式，动能随着政策节点临近而持续累积。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">看多情绪在机构评级调整上同样得到印证。GLJ Research分析师戈登·约翰逊将第一太阳能的评级从“持有”上调至“买入”，目标价设为315美元。他认为，公司的退单风险已显著降低，悬而未决的232条款关税裁决是即将到来的正面催化剂。Roth Capital同样指出，232条款很可能成为第一太阳能的“正面催化剂”，并强调该公司所采用的碲化镉(CdTe)薄膜技术，使其完全隔绝于硅基太阳能产品贸易战的冲击，将构成独特的竞争优势。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">除政策变量外，能源安全与数据中心需求进一步巩固了板块的基本面逻辑。BloombergNEF分析师罗伯·巴奈特表示，中东冲突正强化市场将太阳能、储能和风电视为本土可快速部署能源的认知，客户当前优先关注成本可见性、供应韧性和对天然气价格波动的低敞口。与此同时，来自数据中心的公用事业级太阳能需求持续扩张，据估计，2026年至2030年间美国将新增183吉瓦的相应装机。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">在细分子行业中，公用事业级太阳能需求在高定价波动环境下依然展现出韧性，戈登表示，Nextpower(NXT)仍被机构视作核心持仓。相比之下，住宅太阳能领域虽因Enphase Energy(ENPH)宣布固态变压器技术而出现逼空式急涨，带动SolarEdge(SEDG)等走高，但戈登警告该技术并非差异化突破，施耐德电气、ABB等巨头已有类似布局，本轮住宅太阳能领域的反弹或面临回调风险。高盛分析师布赖恩·李在稍早的报告中也强调，住宅领域仍具挑战性，只是渠道库存状况趋于健康。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">展望后市，戈登认为，除232条款关税的落地细节外，第一太阳能在即将到来的第二季度财报电话会上围绕订单情况的表述，将成为下一个关键催化因素。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">最专业的美股资讯,推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化模型，建立了一个股市数据库 \u003Ca href=\"https:\u002F\u002FStockWe.com\u002F\">https:\u002F\u002FStockWe.com\u002F\u003C\u002Fa> 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" target=\"_blank\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"edit":87,"editVideo":88,"courseContent":89,"more":90,"buyNow":91,"subscribeNow":92,"encoding":93,"paidContent":94},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]