智通财经APP获悉，First Solar(FSLR.US)在美股周四交易中暴跌10.2%，此前BMO资本市场将其股票评 级从"跑赢大盘"下调至"与市场持平"，目标价从285美元调降至263美元。该机构指出，来自本土新增太 阳能制造产能的潜在竞争威胁可能持续压制公司股价。 塔卡尔分析称，即便特斯拉规划的100吉瓦制造产能中仅有一部分向第三方开放，也可能对长期组件定 价产生负面影响，或至少会被市场视为悬在First Solar股价上方的潜在利空压力。 BMO分析师阿米特·塔卡尔表示，他最初将特斯拉(TSLA.US)首席执行官埃隆·马斯克上周在达沃斯关于 可能建设大型垂直一体化光伏组件制造基地以实现自给自足的言论视为"宏伟愿景"，但马斯克在本周特 斯拉财报电话会上的表态表明，"这很可能在未来几个季度成为正式推进的计划，并可能在一段时间内 对First Solar股价形成压制。" 特斯拉的时间安排、推进节奏以及最终将有多少超额太阳能组件产能需要向服务其工厂以外负荷的实体 销售，目前仍不确定。但塔卡尔在报告中指出："特斯拉在美国快速规模化清洁能源制造产能(如储能系 统、逆变器)的过往成绩，增加了First Solar ...

28 January 2026 | 9:13PM EST Equity Research AMERICAS US Power Pipeline: Total capacity additions reached 80% of GSe in 2025 with ~50 GW added The pace and sourcing of US power infrastructure is a front and center area of focus for investors given implications for the pace of AI deployment as a driver of our 2.6% CAGR in US power demand through 2030. In this note, we analyze the generation capacity data from the EIA to track currently planned and added capacity. We believe Parts/People availability are amon ...

First Solar, Inc. (NASDAQ:FSLR) is one of the 11 Most Profitable Cheap Stocks to Invest In Now. On January 22, KeyBanc reiterated its Underweight rating on First Solar, Inc. (NASDAQ:FSLR) with a price target of $150. The firm was unimpressed by the stock’s year-to-date performance and also pointed to ongoing challenges in the solar market. KeyBanc noted that upcoming solar regulatory changes could impact the market. The research firm said that it does not agree with the current bullish expectations in the ...

INVESTOR ALERT: Pomerantz Law Firm Investigates Claims on Behalf of Investors of First Solar, Inc. -, Jan. 27, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of First Solar, Inc. (“First Solar” or the “Company”) (NASDAQ: FSLR). Such investors are advised to contact Danielle Peyton at newaction@pomlaw.com or 646-581-9980, ext. 7980. The investigation concerns whether First Solar and certain of its officers and/or directors have engaged in securities fraud or other unlaw ...

Group 1 - China Aluminum International (02068) saw a mid-day increase of over 2.4% after announcing a joint venture to undertake a new electrolytic aluminum project with an annual capacity of 394,000 tons, with the first phase set at 294,000 tons [1] - CGN Mining (01164) rose over 8.3% following the submission of a preliminary prospectus for a trust that plans to issue up to $2 billion in transferable, non-redeemable trust shares over 25 months, with annual uranium procurement not exceeding 9 million pounds [1] - China Shengmu Organic Milk (01432) increased nearly 6% after a joint announcement regarding a potential conditional cash offer to acquire all issued shares of the company [1] Group 2 - Yijun Group Holdings (02442) surged over 18%, with a cumulative increase of nearly 500% since its resumption of trading in December, following the sale of shares by its controlling shareholder [2] - China Rare Earth Holdings (03788) rose over 10%, reaching a historical high of 5.49 HKD, after announcing the termination of its gold spin-off plan to focus on gold business [2] - Laopuqin Gold (06181) increased over 7.3% as consumer demand is expected to rise during the upcoming Spring Festival, driven by higher gold prices and anticipated price increases [2] Group 3 - Oil stocks continued to rise, with CNOOC (02883) up 4.19%, Sinopec (00386) up 2.54%, and PetroChina (00857) up 3.68%, amid escalating geopolitical tensions in Iran and Cuba [3] - Changfei Optical Fiber (06869) saw a rise of over 15.4% due to significant price increases and supply tightness in the G.652.D optical fiber market, with major manufacturers unable to meet their own orders [3] Group 4 - Nanshan Aluminum International (02610) increased over 2.6% after announcing plans to start construction on a 250,000-ton electrolytic aluminum project in 2026, with an investment of $437 million [4] - Xindong Company (02400) saw a slight increase of 0.43% as its mobile game "Xindong Town" surpassed 10 million downloads, indicating strong user growth [4] Group 5 - EquipmentShare.com (EQPT.US) debuted on the US stock market with an IPO price of $24.5, closing up 32.9% on its first day [5] - The solar energy sector saw initial gains, with JinkoSolar (JKS.US) up 9.03% and Canadian Solar (CSIQ.US) up 4.57%, following discussions at the Davos Forum [5] - Silver-related stocks experienced gains, with First Majestic Silver (AG.US) rising 5.04% as spot silver prices surpassed $100 [5] Group 6 - Lithium mining stocks mostly rose, with Sigma Lithium (SGML.US) up 17.54% after announcing additional sales of high-purity lithium powder [6] - Bank stocks declined, with Goldman Sachs (GS.US) down 3.75% amid legal issues involving President Trump and JPMorgan [6] - Redwire (RDW.US) increased by 4.51% following comments from Elon Musk about SpaceX's plans for reusable rocket technology [6] Group 7 - Semiconductor stocks showed strength, with AMD (AMD.US) up 2.35% and Nvidia (NVDA.US) up 1.53%, as Nvidia's CEO visited China to discuss future plans [7] - Ericsson (ERIC.US) rose 8.87% after reporting strong fourth-quarter earnings, with adjusted EBITA reaching 12.7 billion SEK, a 24% increase year-over-year [8] - Intel (INTC.US) fell 17.03% due to disappointing performance outlooks and manufacturing issues [8]

Core Insights - Elon Musk's endorsement of solar energy as the "linchpin" of the global power transition has led to a rally in the solar energy sector, with stocks like Canadian Solar, First Solar, and Sunrun experiencing significant gains [1] - Musk highlighted the electrical bottleneck created by the rapid growth of AI, advocating for solar energy as the primary power source for AI data centers, which could drive substantial demand for solar infrastructure [2] - Musk criticized U.S. solar tariffs as "artificial barriers" that increase deployment costs, suggesting that their removal could enhance market dynamics [3] - Musk proposed that small areas in the U.S. Southwest and regions like Sicily and Spain could provide energy for entire continents, and he predicted that space-based solar satellites could become a viable energy source within two to three years [4] Company Implications - First Solar, as a domestic manufacturing leader, may benefit from protectionism, but Musk's call for a competitive global market indicates a shift towards technological competition [5] - SunRun and SolarEdge, focusing on residential and inverter markets, are likely to gain from reduced hardware costs, which would promote consumer adoption of solar technologies [5]

Core Viewpoint - The solar energy sector experienced significant gains, driven by Elon Musk's optimistic outlook on solar energy and ambitious production goals discussed at the Davos Forum [1] Group 1: Market Performance - JinkoSolar (JKS.US) surged over 10% in early trading [1] - Canadian Solar (CSIQ.US) rose more than 7% [1] - Sunrun (RUN.US) increased by over 4% [1] - First Solar (FSLR.US) saw a rise of more than 2% [1] Group 2: Key Developments - Elon Musk engaged in discussions with BlackRock CEO Larry Fink at the Davos Forum [1] - Musk reiterated his positive stance on solar energy and space photovoltaics [1] - He proposed a target of establishing 200 GW of solar product capacity annually in the United States [1]

Group 1 - The solar sector experienced a significant surge, with JinkoSolar (JKS.US) rising over 10%, Canadian Solar (CSIQ.US) increasing over 7%, Sunrun (RUN.US) up over 4%, and First Solar (FSLR.US) gaining over 2% [1] - Elon Musk expressed optimism about solar energy and space photovoltaics during a dialogue with BlackRock CEO Larry Fink at the Davos Forum [1] - Musk proposed an ambitious goal of establishing an annual production capacity of 200GW for photovoltaic products in the United States [1]

周五，太阳能板块盘初大涨，晶科能源(JKS.US)涨超10%，阿特斯太阳能(CSIQ.US)涨超7%， Sunrun(RUN.US)涨超4%，第一太阳能(FSLR.US)涨超2%。消息面上，据报道，此前马斯克现身瑞士达 沃斯论坛，与贝莱德CEO芬克展开对话。交流中，马斯克再次表达了自己对太阳能、太空光伏的看好。 同时，为了支持自己雄心勃勃的"野心"，马斯克甚至还提出了"在美国建立每年200GW的光伏产品产 能"的目标。 ...

When Saudi Arabia starts building solar farms instead of oil refineries, something fundamental just shifted. ...