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美股太阳能板块暴涨!或是首场电视辩论最大赢家?

The solar energy sector in the US stock market soared! Could it be the biggest winner of the first TV debate?

cls.cn ·  07:32

① Invesco cecep solar energy etf rose more than 6%, iShares Global Clean Energy etf rose more than 3%; ② Trump said in the debate, 'Have you ever seen a solar power plant? By the way, I'm a loyal fan of solar energy.'

On September 12, Caisheng reported (Editor Zhao Hao) that on Wednesday, September 11, the three major US stock indexes closed higher, with solar energy stocks and clean energy stocks rising sharply. Media analysis suggests that this trend indicates that Wall Street generally believes Harris performed better than Trump in the first televised debate.

Specifically, as of the close, $Invesco Solar ETF (TAN.US)$ up more than 6%; $iShares Global Clean Energy ETF (ICLN.US)$ up 3.53%.

In terms of individual stocks, $First Solar (FSLR.US)$ surging more than 15%.$Sunrun (RUN.US)$ Rose more than 11%, $Shoals Technologies (SHLS.US)$ Rose more than 10% $Nextracker (NXT.US)$ rose more than 8%, $Sunnova Energy International (NOVA.US)$ Rise by more than 6%.

As of yesterday's closing, $Invesco Solar ETF (TAN.US)$ and $iShares Global Clean Energy ETF (ICLN.US)$ During the first televised debate on Tuesday evening, Vice President and Democratic presidential candidate Harris engaged in a heated verbal battle with former President and Republican presidential candidate Trump. Prior to this, Harris' poll ratings were on par with Trump's, thanks to the "honeymoon period" following Biden's succession.

During the first televised debate on Tuesday evening, Vice President and Democratic presidential candidate Harris engaged in a heated verbal battle with former President and Republican presidential candidate Trump. Prior to this, Harris' poll ratings were on par with Trump's, thanks to the "honeymoon period" following Biden's succession.

After the debate, Citigroup stated that the gambling market has shifted and now tends to believe that Harris will win. However, in national opinion polls by The New York Times and the Siena College, Trump's approval rating is still one percentage point higher than Harris.

American investment bank analyst Ed Mills at Raymond James sent a report to clients early Wednesday morning, stating, "We expect Vice President Harris to experience a short-term rebound following her first debate with former President Trump, but the long-term impact remains uncertain."

Analysis points out that this year's election is a critical moment for energy transformation. Some investors are concerned that if the Republican Party sweeps the White House and Congress, Trump may weaken or even abolish the Inflation Reduction Act.

However, Trump mentioned during the debate, "Have you ever seen a solar power plant? By the way, I'm a big fan of solar energy, but they take up 400 to 500 acres of desert land, which is not good for the environment."

Trump also said that if Harris wins in November, "fossil fuels will disappear." Given his repeated criticisms of the Biden administration's energy policies, announcing the U.S. withdrawal from the Paris Agreement in his first term, there is skepticism about his position on solar energy.

Analysts generally expect that if Harris wins, the current status of the Inflation Reduction Act will remain unchanged. If Trump wins, the likelihood of completely abolishing the act is not high, but it is expected that he will revoke some provisions, especially tax credits for electric vehicles.

Some views suggest that Trump's position on solar energy is not so clear because investments in the solar manufacturing sector largely benefit the Republican-controlled congressional districts. If Trump is indeed a "loyal supporter," then solar energy is likely to stand undefeated in this election.

Editor / jayden

The translation is provided by third-party software.


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