Election Scorecard: A Look at How Some Major Assets Have Done so Far Since Trump's Win
First Solar Analyst Ratings
Sunrun Analyst Ratings
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Trump Media Saw the Largest Increase in Short Interest in October
The fluctuation of the photovoltaic cycle far exceeds the past. Representatives of leading companies suggest considering transformation earlier if things are not going well.
① In the case of a divergence between prices and costs, the photovoltaic industry has fallen into a crisis not seen in recent years, with prices at various stages declining by 60%-80% compared to the peak in 2023; ② Long-term losses are unacceptable in any industry, and with market growth slowing, it has become very difficult to resolve the current capacity issues. This cycle may last longer.
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A-shares and Hong Kong stocks are up, with the gem rising more than 1%, led by photovoltaics, chips, and non-ferrous metals.
PV concept stocks in A-shares rose at the beginning of the market, Suzhou Good-Ark Electronics hit the limit up, Sungrow Power Supply, Deli Technology rose more than 6%, Ginlong Technologies, Suzhou Maxwell Technologies, and Orise Technology quickly followed the upward trend.
Trump's return may bring inflation, and the csi commodity equity index is the best hedge.
The csi commodity equity index market has already digested a lot of bad news. In the next few years, compared to a 60/40 stock/bond portfolio, a 60/35/5 stock/bond csi commodity equity index portfolio can provide more protection for investors.
Brokerage Morning Meeting Highlights: The historical bottom of real estate stock valuation may have been established.
At today's brokerage morning meeting, China Securities Co.,Ltd. proposed supply-side optimization, suggesting to focus on industries such as steel, photovoltaic, cement, coal, and rare earths; htsc stated that domestic sales of household appliances are improving with stable exports, focusing on two major themes for the year 2025; China International Capital Corporation believes that the historical bottom of real estate stock valuation may have been established.
Enphase Energy Shares Are Trading Higher After the Company Announced It Started US Shipments of IQ Battery 5P's and Is Now Eligible to Qualify for Credits Under the Inflation Reduction Act.
Enphase Energy Powers Up With US-Made IQ Batteries: Unlocking Bonus Tax Credits
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The usa offshore wind project is hindered, with industry experts predicting that the usa will complete less than half of its emissions reduction target by 2030.
① The global offshore wind power projects are likely to fail to achieve the previously ambitious goals due to soaring costs, project delays, and insufficient supply chain investment; ② The International Renewable Energy Institutions estimate that the global installed capacity of offshore wind power will fall short of the target by one-third, while other institutions believe that the usa will not be able to achieve half of its emission reduction targets by 2030.
Insider Trades: Notable Buys and Sells by Significant Shareholders, Executives and Directors
Traditional energy resurgence? Oil tycoon Chris Wright may become Trump's Secretary of Energy.
Chris Wright is considered to be "very, very skilled in energy" and has heavily criticized terms like "climate crisis," "clean energy," and "carbon pollution" associated with the eco-friendly concept. According to Trump's previous plan, the next Secretary of Energy will play a key role in promoting the export of liquefied henry hub natural gas (LNG).
The S&P 500 Has Come to a Major Postelection Crossroads
Short Interest in S&P 500 Technology Stocks Rise Slightly in October
SolarEdge, Maxeon Solar Slammed as Morgan Stanley Cuts to Sell Equivalent