The solar energy sector in the US stock market soared! Could it be the biggest winner of the first TV debate?
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.'
U.S. Solar-Panel Manufacturing Capacity Rises Four Fold in Two Years -- Market Talk
The "Green" Electricity Revolution Is Well on Its Way
Harris's poll support rate leads Trump, these stocks may change direction.
Investors are working hard to cope with the potential market impact of Kamala Harris's election as president, which may put pressure on corporate profits by raising taxes, as well as putting pressure on essential consumer goods and promoting the development of the cecep solar energy industry.
What is the 'Harris Trade', the new theme of the market?
Harris advocates for tax cuts for low- to middle-income groups and higher taxes for the wealthy, which is beneficial for the consumer sector; he hopes to promote American exports, and large multinational corporations will benefit; he supports the development of clean energy, benefiting electric car and photovoltaic stocks, among others.
Bullish on the industry's recovery, leading lithography equipment manufacturers in A-share market see a promising future.
①Asml Holding's order amount at the end of the second quarter increased by over 24% year on year and by about 54% quarter on quarter. ②Several A-share equipment manufacturers achieved the highest quarterly net income in history in the second quarter. ③Brokerages pointed out that according to the expansion expectations of various domestic semiconductor wafer fabs, the demand for semiconductor equipment is expected to increase by over 20% by 2024.
When will the photovoltaic industry rebound? Prices have hit bottom, industry insiders suggest there may be adjustment signals in Q3.
According to Zhong Baoshen, the chairman of Longi Green Energy, the price may stabilize or even slightly rise in about three months. By 2025, the company will enter the recovery phase ahead of the photovoltaic industry. Lv Jinbiao believes that price reduction cannot achieve the goal of reducing overcapacity, and industry adjustment is imminent. Q3 may be the time when adjustment signals appear, and the adjustment of the industry chain will first be reflected in the polysilicon end.
Express News | Goldman Sachs: Artificial Intelligence will significantly increase the electrical utilities demand for datacenters.
Wind power or henry hub natural gas, who will be the new engine of the American electric power revolution?
Data centers are the backbone of internet and AI applications, and leaders in the wind power industry believe that economic benefits are enhanced as prices of cecep solar energy panels and batteries decrease. However, natural gas producers believe that they are better equipped to meet the surging demand, especially for data centers.
AI “eats electricity” violently, and the energy transition is imminent! Photovoltaic solar racetracks are rising
As the energy boom spawned by AI continues to ferment, photovoltaic solar racetracks are also gradually “emerging.” In just over a month, the US PV stock No. 1 Solar has increased by more than 50%, and GCL Technology, a leading Hong Kong stock company, has also surged in volume.
Solar Energy: A Key Force Driving America's Energy Transition
As the supply of various forms of renewable energy grows rapidly, utilities that can maximize the use of solar energy in today's power generation systems will most likely help drive the further development of the energy system for decades to come.
Express News | US PV stocks strengthened, and Daxin Energy rose more than 14%
International silver prices are back on an upward trajectory, the industry may cause a surge in industrial demand
① International silver prices are near a ten-year high. As of press time, spot silver has risen nearly 3% per day; ② The CEO of Coldaren Mining said that industrial demand for silver is soaring, driven by electrification applications such as photovoltaics, while supply is flat or even declining.
More and Faster: Electricity From Clean Sources Reaches 30% of Global Total
Biden announced he will allocate $7 billion to help low-income households install rooftop solar power
On Monday EST, US President Joe Biden announced that he will provide 7 billion US dollars in funding for rooftop solar projects to help more than 900,000 households in low- and middle-income communities install rooftop solar equipment, in commemoration of Earth Day.
The US PV industry benefits from the policy and is expected to continue to grow in 2024
The report shows that the US photovoltaic industry is expected to continue to grow in 2024. Of the new grid installed capacity added last year, photovoltaic power generation accounts for more than 50%.
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