虽然特朗普政府对于可再生能源不屑一顾，但是股票市场仍然非常看好可再生能源前景，认为AI驱动的新周期已开 启，并且认为这种清洁属性能源才是全球能源体系的未来，毕竟煤炭与石油等传统资源不符合全球政府的碳减排雄心 壮志且总有彻底枯竭的那一天。 股票市场统计数据显示，标普全球清洁能源指数今年以来上涨32%，主要因美国可再生能源巨头Bloom Energy(BE.US) 与First Solar(FSLR.US)强劲涨幅的带动。在美股市场交易的热门清洁能源ETF同样表现强劲，包括Invesco WilderHill Clean Energy ETF今年以来上涨49%，iShares Global Clean Energy ETF同期上涨33%，Invesco Solar ETF上涨31%，均大 幅跑赢今年以来上涨超12%的标普500指数。 事实上，2025年预计将成为美国史上太阳能装机规模最庞大的一年，同时也是电池储能安装容量创新高的一年。相较 之下，聚焦于石油等传统资源的标普500能源产业指数今年以来仅上涨5.5%。 智通财经APP获悉，澳大利亚矿业巨头Fortescue Ltd.近日也表示，特朗普对于全球气候变化的 ...

There is a real disconnect between oil prices and the future growth expectations of the United States economy, especially now that the Federal Reserve (the Fed) has decided to cut interest rates in September 2025. Interest rates act as gravity on business activity and earnings potential, and the lever has been turned lower to help these two factors float more freely in the coming quarters. Historically (and logically), more business activity represents more demand for oil, and the low inventories seen today ...

Looking into the current session, First Solar Inc. FSLR shares are trading at $218.10, after a 2.64% increase. Moreover, over the past month, the stock increased by 10.87%, but in the past year, decreased by 10.88%. Shareholders might be interested in knowing whether the stock is undervalued, even if the company is performing up to par in the current session. How Does First Solar P/E Compare to Other Companies?The P/E ratio measures the current share price to the company's EPS. It is used by long-term inves ...

Key Takeaways First Solar and Emeren are expanding solar projects, but differ in strategies, scale and financial strength.First Solar holds $18.5B in contracts and targets 25 GW capacity by 2026, boosting revenue prospects.Emeren has 295 MW operating, 6,510 MW in development and 4,709 MW storage pipeline driving growth.As global investments in renewable energy accelerate, solar power continues to be one of the fastest-growing sources of electricity. This trend is fueling opportunities for major solar compan ...

行业政策环境 - 特朗普政府对进口太阳能电池板征收关税 增加行业成本并挤压利润率[1] - 美国财政部发布清洁能源税收抵免资格指引 实际限制性低于投资者最初担忧[2] - 特朗普《一个美丽大法案》将于2027年底终止太阳能和风能项目的两项关键税收抵免[11] 企业财务表现 - First Solar第二季度每股收益3.18美元超预期但同比下降2.2% 营收增长8.6%至11亿美元超预期6.6%[3] - Sunrun季度每股收益1.07美元远超去年同期的0.55美元 营收5.6934亿美元超预期2.17%[4] - SolarEdge第二季度调整后每股亏损0.81美元优于去年亏损1.79美元 营收增长9.1%至2.894亿美元超预期5.7%[5] - Enphase能源第二季度调整后每股收益0.69美元超预期且同比增长60.5% 营收增长19.7%至3.632亿美元[6] 行业估值与排名 - 太阳能行业远期市盈率16.64倍低于标普500的19.85倍 PEG比率0.66倍远低于标普500的2.33倍[9] - 行业预期每股收益增长率11.43%高于标普500的6.92%[9] - 行业排名位居Zacks分类245个行业中第58位 处于前24%分位[7] 市场表现 - 行业年内涨幅13.5%与标普500持平 但过去一个月上涨7.6%显著超越标普500的2.7%涨幅[7] - Invesco太阳能ETF(TAN)过去五天上涨1.9% iShares全球清洁能源ETF(ICLN)上涨3.4%[13] 行业基本面 - 2025年上半年美国太阳能行业新增装机容量近18吉瓦 占同期电网新增发电容量的82%[10] - 行业现金流为每股负5.56美元 远差于标普500的正2,785美元[12] - 金属关税预计将使太阳能和电池存储项目成本增加约30%[11]

The U.S. economy has been on edge recently, with the stock market being highly volatile due to the nation’s aggressive tariff regime, a weakening job market, sticky inflation and soaring fiscal deficits. Amid all these concerns, investors anxiously await the Federal Reserve's expected decision to lower interest rates by 0.25% by the end of today’s session, as hinted by Fed Chair Jerome Powell in his Aug. 22 speech. This policy shift, seen as a necessary measure to stimulate economic activity and ease pressu ...

Ariel Investments, an investment management company, released its “Ariel Global Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The second quarter marked a period of extremes. The stocks fell after the “Liberation Day” tariff announcement in early April and rebounded following the pause in tariff implementation. Enthusiasm for artificial intelligence (AI) themed stocks and robust corporate earnings results lifted global and U.S. indices to new highs. Against this back ...

Based in Tempe, Arizona, First Solar, Inc. (FSLR) is a pioneering firm in renewable energy, producing thin-film solar modules and providing complete solar solutions. Its operations span module design, manufacturing, sales, and maintenance, with projects and facilities spread across the U.S., Asia, and beyond. With a market capitalization of $21.63 billion, the company is considered a “Large cap” stock. First Solar’s advanced technology and global reach make it a trusted partner for utility-scale solar inf ...

First Solar, Inc. (NASDAQ:FSLR) is among the most undervalued solar stocks to buy now. According to the recent disclosure with the SEC, Optimize Financial Inc. has increased its position in First Solar, Inc. (NASDAQ:FSLR) by 76.7% in the first quarter. With the purchase of 6,392 shares, the wealth management firm now owns 14,724 shares of the company’s stock worth $1,862,000. From top-notch thin-film technology and healthy margins to robust footing in large-scale utility projects, the reasons to believe i ...

股价表现 - 公司股价收于207美元 单日上涨2.63% 表现优于标普500指数0.47%的涨幅[1] - 过去一个月股价上涨0.88% 落后于能源板块2.51%和标普500指数2.32%的涨幅[1] - 纳斯达克指数当日上涨0.94% 道琼斯指数上涨0.11%[1] 季度业绩预期 - 预计季度EPS为4.29美元 同比增长47.42%[2] - 预计季度营收15.5亿美元 同比增长74.18%[2] 年度业绩预期 - 全年预计EPS为15.17美元 同比增长26.21%[3] - 全年预计营收53.7亿美元 同比增长27.63%[3] 估值水平 - 公司远期市盈率13.29倍 低于行业平均的16.41倍[6] - PEG比率0.4倍 显著低于太阳能行业平均的0.65倍[6] 分析师评级与预期 - Zacks共识EPS预期在过去30天内下调0.49%[5] - 公司当前Zacks评级为3级(持有)[5] - 正面预期修正通常反映业务前景改善[3] 行业地位 - 太阳能行业在Zacks行业排名中位列第43位 处于所有250多个行业的前18%[7] - 行业排名前50%的组别表现优于后50%约2倍[7] - Zacks排名第1的股票自1988年以来年均回报率达25%[5]