政策预期引爆美股太阳能板块：第一太阳能(FSLR.US)股价创18年新高板块年内累涨40%

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智通财经APP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。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。其中，...

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href=http://www.zhitongcaijing.com/content/detail/1447519.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，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。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。其中，第一...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1447519.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":"LU1548497426.USD","symbol_name":"安联环球人工智能AT 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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。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。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.US)仍被机构视作核心持仓。相比之下，住宅太阳能领域虽因Enphase 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政策预期引爆美股太阳能板块：第一太阳能(FSLR.US)股价创18年新高 板块年内累涨40%

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政策预期引爆美股太阳能板块：第一太阳能(FSLR.US)股价创18年新高板块年内累涨40%