文章核心观点 - 第一太阳能公司(First Solar)股价在6月份出现大涨,但随后陷入熊市,跌幅超过35% [1] - 第一太阳能公司的第二季度财报发布可能缓解了投资者的担忧,市场重新评估了其增长前景 [1] - 即将到来的美国总统大选可能会给第一太阳能公司带来潜在的不利影响 [1] - 第一太阳能公司受益于《通胀减缓法案》(IRA)的税收抵免,预计将在第三季度和第四季度分别获得2.4亿美元和3.35亿美元的税收抵免 [2] - 第一太阳能公司面临来自中国太阳能企业的竞争压力,中国在太阳能供应链上的主导地位不容忽视 [2][3] 公司概况 - 第一太阳能公司是美国领先的太阳能技术公司,拥有10年投资银行从业经验的资深研究分析师负责行业和公司研究 [1] - 第一太阳能公司的长期订单量有所增加,表明其国内产能扩张与收入转化前景增强 [3] - 数据中心扩张计划推动了前所未有的电力需求激增,促进了可再生能源如太阳能的需求增长 [3] 行业分析 - 中国领先的太阳能企业可能已经度过最糟糕的时期,行业整合有望降低行业内的激烈竞争 [3] - 《通胀减缓法案》(IRA)是否会被部分废除仍存在不确定性,市场可能会谨慎看待第一太阳能公司的前景 [4] - 第一太阳能公司的估值水平合理,但其行业主导地位不足,面临较大的执行风险 [4]

Justin Paget It’s been an exciting few years for investors in solar electricity generation. The technology is getting better, and with the high cost of traditional fossil fuels, there is a lot of interest in renewable energy right now. Today I’d like to look at the world’s largest thin film photovoltaic solar module manufacture, First Solar (NASDAQ:FSLR), a company which has become a big deal among the solar players. The focus will be on the company’s growth and earnings prospects with a particularly cl ...

文章核心观点 - 拜登政府出台多项监管举措,有利于美国太阳能制造商First Solar [1][2] - First Solar受益于通胀减免法案下的45X税收抵免,预计今年可获得10亿至10.5亿美元的税收抵免,直接增加其营业利润 [2] - 拜登政府还提高了从中国进口太阳能电池的关税,有助于防止中国产品倾销 [2] 行业总结 - 太阳能行业整体前景向好,有利于First Solar等公司的发展 [3] - 宏观经济环境改善,通胀下降有望促使美联储降息,有利于可再生能源项目融资 [3] - First Solar作为垂直整合的制造商,将继续受益于美国鼓励国内可再生能源生产的政策 [3] 公司总结 - First Solar股价近期大涨,但过去3年的年度收益波动较大,与标普500指数相比波动性更大 [3] - 与Trefis高质量投资组合相比,First Solar股价表现更加波动 [3] - 总体来看,First Solar公司前景向好,但也存在一定风险,Trefis给予其243美元的目标价,与当前市场价格基本持平 [3]

文章核心观点 - 首次太阳能公司(First Solar)股价周三大涨15%,带动了整个清洁能源板块的普涨,这是由于投资者对该行业的乐观情绪高涨,这源于前一晚的总统候选人辩论中,特朗普表示支持太阳能[1][2] - 首次太阳能公司股价的大涨发生在该公司股价从一个碗状图形的颈线上突破,成交量也创下6月底以来的新高,并收于50日均线之上,表明买盘的坚定性[3] - 投资者需要关注该股价在235美元、265美元和300美元附近的重要阻力位,同时也要密切关注215美元附近的关键支撑位[4][5] 行业分析 - 特朗普在辩论中表示,如果哈里斯当选总统,她会"回到太阳能",并称自己是"太阳能的忠实粉丝"。虽然哈里斯在辩论中没有具体谈及太阳能,但她一直支持拜登政府的通胀减免法案,该法案包括屋顶太阳能和其他清洁能源计划的税收抵免[2] - 对太阳能股票的乐观情绪出现在一个恰当的时机,因为首次太阳能公司在过去18个月里股价大多呈横盘整理态势,这是由于高利率使得太阳能电池板及相关能源产品的融资和安装变得更加昂贵,从而拖累了需求[2] 公司分析 - 首次太阳能公司股价在5月底从一个碗状图形的颈线上突破,但此后股价最多回撤了36%,不过最近一直在该图形的颈线附近获得支撑[3] - 周三的大涨发生在成交量创6月底以来新高的情况下,并收于50日均线之上,表明买盘的坚定性[3] - 投资者需要关注该股价在235美元、265美元和300美元附近的重要阻力位,其中300美元附近的阻力位对应着该股2024年的高点,也与一个测量移动目标价相吻合[4] - 如果股价出现回调,投资者应密切关注215美元附近的支撑位,这是该股价从阻力转变为支撑的碗状图形的颈线位置[5]

文章核心观点 - 特斯拉股价大涨,带动整个太阳能行业股价上涨 [1][2] - 特朗普在总统辩论中表示支持太阳能发展,这给太阳能行业带来利好 [1][2] - 拜登政府的《通胀减免法案》包含太阳能等清洁能源的税收优惠政策,有利于行业发展 [2] 行业总结 - 太阳能行业股价普遍上涨,如第一太阳能涨超15%,SolarEdge Technologies涨超8%,Enphase Energy涨近6% [1][2] - 其他绿色能源股票也普遍上涨,投资者关注拜登政府气候政策的延续 [2] - 虽然总统辩论中哈里斯没有具体提及太阳能,但她支持拜登政府的《通胀减免法案》,该法案包含太阳能等清洁能源的税收优惠政策 [2]

Key TakeawaysThe S&P 500 gained 1.1% on Wednesday, Sept. 11, as investors weighed the implications of the latest CPI data and Tuesday evening's presidential debate.Shares of First Solar and other green energy companies soared after energy was a topic of debate among candidates Tuesday.Humana shares tumbled as analysts said Medicare insurers could face pressure in the event of a Democratic presidential victory. Major U.S. equities indexes recovered from early losses to close Wednesday's session higher. The v ...

The Democratic Party's candidate said all the words a handful of investors needed to hear.A solid day for the overall market was a great day for stocks found in the alternative energy sector. Shares of solar panel maker First Solar (FSLR 15.19%) rallied 15.2%, followed closely by Sunrun (RUN 11.34%) and Solar Edge (SEDG 8.46%), which ended the day's session 8.5% higher. Nuclear energy-related names like Cameco (CCJ 6.05%) and Uranium Energy (UEC 12.36%) jumped as well, with the latter rising 11.9% during to ...

Justin Paget In our previous coverage of First Solar, Inc. (NASDAQ:FSLR), we identified the company’s shift from Solar Power Systems to the more profitable and larger Solar Modules market. Second, we examined the positive solar market outlook supported by government policies, incentives, increasing efficiency, and decreasing costs which we believed First Solar could leverage. Subsequently, we also identified the potential benefit of expanded US tariffs on Chinese firms producing in Southeast Asia. In th ...

UKRAINE - 2021/04/19: In this photo illustration a First Solar logo of an US solar company is seen ... [+] on a smartphone and a pc screen. (Photo Illustration by Pavlo Gonchar/SOPA Images/LightRocket via Getty Images)SOPA Images/LightRocket via Getty ImagesFirst Solar stock has had a solid year, rising by about 30% year-to-date. In comparison, Enphase Energy stock, another solar component player, has seen its stock decline by 8% over the same period. First Solar stock has been benefiting from several facto ...

A month has gone by since the last earnings report for First Solar (FSLR) . Shares have added about 5.8% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is First Solar due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important drivers. First Solar Q2 Earnings Beat Estimates, Sales Rise Y/ ...