智通财经APP获悉，美国太阳能领军者First Solar(FSLR.US)股价在周三美股盘前交易中一度暴跌超 17%，随着AI基建浪潮点燃绿电需求猛增之势，太阳能等可再生能源系统本应是AI数据中心史无前例扩 张周期的能源类赢家势力，但是此前该公司在美国可再生能源与关税政策环境不确定以及特朗普政府时 期许可审批大面积延迟的背景下，给出的年度销售额预测显著低于华尔街分析师一致预期。在一些分析 师看来，First Solar增长叙事属于"2027年的故事"，当前市场并不买账该公司增长预期。 这家美国最大规模的太阳能电池板制造商公布的最新业绩报告显示，预计2026年全年度的净销售额将处 于49亿美元至52亿美元区间;而根据LSEG汇编的数据，华尔街分析师平均预期约为60亿美元，最新展望 可谓比市场一致预期低得多。 在现任特朗普政府支持油气等传统能源的政策议程之下，太阳能等可再生能源行业面临关税压力以及特 朗普政府对大型可再生能源项目审批的冻结;特朗普政府核心能源议程聚焦于石油、天然气、煤炭与核 能，并偏离前任美国总统乔·拜登倡导的绿色能源政策。 First Solar高管在美东时间周二的一场业绩电话会上表示，该公司 ...

Group 1: Industry Perspective on Institutional Research - The overall number of institutional research engagements in the A-share market decreased last week, likely due to the upcoming long holiday, with a total of 483 engagements, lower than 637 engagements during the same period in 2024 [12][19] - The top five industries by the number of institutional engagements were mechanical equipment, electronics, automobiles, pharmaceutical biology, and electric power equipment [12][19] - In August, the total number of institutional engagements in the A-share market showed a slight recovery but remained below the levels of 2024, with 1,854 engagements compared to 2,050 in 2024 [20][21] Group 2: Individual Stock Perspective on Institutional Research - Ice Wheel Environment, Hu Dian Co., and Hua Xia Eye Hospital received significant market attention, with Ice Wheel Environment being engaged four times last week, benefiting from AI infrastructure trends [25][29] - In the past month, companies such as Huichuan Technology, Ice Wheel Environment, and Lian De Equipment were frequently engaged, indicating strong market interest [30][31] - Ming Tai Aluminum's recent developments in high-end product lines and new energy materials have attracted attention, with two engagements last week [29][30]