光伏太阳能板块走强 阿特斯太阳能(CSIQ.US)涨超8.5%

Core Viewpoint - The U.S. solar photovoltaic sector is experiencing a strong performance, driven by structural investment opportunities as highlighted in a recent Goldman Sachs report [1] Group 1: Market Performance - U.S. solar companies such as Sunrun (RUN.US) increased by over 3.5%, Canadian Solar (CSIQ.US) rose by over 8.5%, JinkoSolar (JKS.US) gained 0.44%, Array Technologies (ARRY.US) climbed over 4%, and Enphase Energy (ENPH.US) saw a 0.36% increase [1] Group 2: Industry Insights - Goldman Sachs reports that the photovoltaic sector is entering a structural investment window, with the demand for electricity from data centers reshaping the growth logic of the U.S. power grid [1] - The photovoltaic sector is expected to play a crucial role in the transformation of the U.S. power generation structure, projected to account for approximately 54% of new installed capacity by 2025 [1] - The ongoing surge in electricity demand from data centers is anticipated to benefit solar energy, which offers advantages in both cost and deployment speed as a clean energy source [1]