美股太阳能股评级“大洗牌”！Sunrun成小摩首选股

智通财经2025-07-16

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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