特斯拉“光伏野心”成First Solar(FSLR.US)“梦魇” 股价重挫10%遭BMO下调评级

智通财经01-30

智通财经APP获悉，First Solar(FSLR.US)在美股周四交易中暴跌10.2%，此前BMO资本市场将其股票评级从"跑赢大盘"下调至"与市场持平"，目标价从285美元调降至263美元。该机构指出，来自本土新增太阳能制造产能的潜在竞争威胁可能持续压制公司股价。截至发稿，该股美股夜盘延续跌势，下跌2.7%。BMO分析师阿米特·塔卡尔表示，他最初将特斯拉(TSLA.US)首席执行官埃隆·马斯克...

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href=http://www.zhitongcaijing.com/content/detail/1399680.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，First Solar(FSLR.US)在美股周四交易中暴跌10.2%，此前BMO资本市场将其股票评级从\"跑赢大盘\"下调至\"与市场持平\"，目标价从285美元调降至263美元。该机构指出，来自本土新增太阳能制造产能的潜在竞争威胁可能持续压制公司股价。截至发稿，该股美股夜盘延续跌势，下跌2.7%。BMO分析师阿米特·塔卡尔表示，他最初将特斯拉(TSLA.US)首席执行官埃隆·马斯克...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1399680.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4550","symbol_name":"红杉资本持仓","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1399680.html","article_id":"2607099881","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2607099881","pubTimestamp":1769755624,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"智通财经APP获悉，First 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Solar股价形成压制。\"特斯拉的时间安排、推进节奏以及最终将有多少超额太阳能组件产能需要向服务其工厂以外负荷的实体销售，目前仍不确定。但塔卡尔在报告中指出：\"特斯拉在美国快速规模化清洁能源制造产能(如储能系统、逆变器)的过往成绩，增加了First Solar竞争地位面临的风险。\"塔卡尔分析称，即便特斯拉规划的100吉瓦制造产能中仅有一部分向第三方开放，也可能对长期组件定价产生负面影响，或至少会被市场视为悬在First Solar股价上方的潜在利空压力。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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