光伏股拉昇 美國民主黨成功一統國會兩院
格隆匯1月7日丨光伏股拉昇,港股市場福萊特玻璃和保利協鑫能源均漲超3%;A股市場動力源漲停,龍頭隆基股份漲4.47%。隨着佐治亞決選中民主黨拿下關鍵的兩個席位,這意味着民主黨成功一統國會兩院,這也為拜登接下來推行政策掃清了障礙。拜登此前表示會大力發展太陽能發電產業,至2030年的裝機總量將會接近500GW的水平。根據預測,美國會成為僅次於中國的全球第二大光伏市場。隔夜多隻美國光伏股飆升,美國太陽能安裝商SUNRUN大漲16.5%;太陽能追蹤器(Tracker)設計製造商Array漲12.2%;光伏變頻器生產商Enphase飆升12%;全球清潔能源ETF(ICLN)也升7.2%。


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