智通财经网·2025-12-22 16:12Core 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 - Sunrun (RUN.US) increased by over 3.5% - Canadian Solar (CSIQ.US) rose by over 8.5% - JinkoSolar (JKS.US) saw a 0.44% increase - Array Technologies (ARRY.US) gained over 4% - Enphase Energy (ENPH.US) experienced a 0.36% rise [1] Group 2: Industry Insights - Goldman Sachs reports that the photovoltaic sector is entering a structural investment window - The sector faced pressure in early 2025 due to policy expectation fluctuations, but current data center electricity demand is reshaping the growth logic of the U.S. power grid [1] - Photovoltaics are becoming a core component of the U.S. power structure transition, expected to account for approximately 54% of new generation capacity additions in 2025 [1] Group 3: Demand Dynamics - The ongoing surge in electricity demand from data centers is anticipated to benefit photovoltaics, which offer advantages in both cost and deployment speed as a clean energy source [1]