<p>根据 S&amp;P Global Market Intelligence 的数据，<strong>SolarEdge Technologies</strong>(SEDG 2.15%) 本周股价上涨了 22.4%。</p>
<p>与大多数太阳能股票一样，SolarEdge 在过去几年表现糟糕，自疫情后利率飙升，随后特朗普政府在今年早些时候削减了美国住宅太阳能购买的激励措施。</p>
<p>然而，本周 SolarEdge 的投资者收到了好消息，因为其位于美国的制造设施开始进行国际发货，一位卖方分析师上调了其目标价。</p>
<h2>SolarEdge 逐渐回升</h2>
<p>本周四，SolarEdge 宣布已从其位于美国的制造设施开始进行首次国际发货，将美国制造的太阳能逆变器运往澳大利亚。其他国家的额外发货计划将在今年晚些时候开始。</p>
<p>这是另一个积极的数据点，此前 SolarEdge 在上个月的业绩中显示出一些改善，收入在环比和同比上都大幅增长，结束了长达数年的下行周期。</p>
<p>然后在周五，摩根大通的太阳能分析师将 SolarEdge 股票的目标价从 23 美元上调至 27 美元，尽管分析师对该股票维持 “中性” 评级，目前股价为 35.45 美元。</p>
<p>最后，SolarEdge 可能还受益于本周早些时候美联储的降息——这是过去一年中的首次降息。住宅太阳能对利率极为敏感，因为太阳能通常是一个大宗商品，通常需要融资。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzQ0MDkvdGVhbS1pbnN0YWxsaW5nLXNvbGFyLXBhbmVscy1yZW5ld2FibGUtZW5lcmd5LmpwZyZ3PTcwMA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzQ0MDkvdGVhbS1pbnN0YWxsaW5nLXNvbGFyLXBhbmVscy1yZW5ld2FibGUtZW5lcmd5LmpwZyZ3PTcwMA"/></p>
<p>图片来源：Getty Images。</p>
<h2>SolarEdge 处于一个艰难的行业，但可能正在迎来转机</h2>
<p>太阳能行业是一个极其难以预测的行业，且其财务特征并不理想：它非常周期性，并且依赖于特定的政府政策，这取决于谁在执政。</p>
<p>因此，SolarEdge 的投资者在配置该股票时应非常谨慎，如果他们希望参与太阳能行业的持续复苏。</p>

SolarEdge 技术

<p>SolarEdge Technologies 的股票本周上涨了 22.4%，这得益于其美国制造设施开始国际发货以及摩根大通将其目标价从 23 美元上调至 27 美元。该公司的收入显著改善，最近美联储的降息也对太阳能行业产生了积极影响。尽管太阳能行业面临挑战，投资者对潜在的复苏持谨慎乐观态度</p>

<p>Shares of <strong>SolarEdge Technologies</strong>(SEDG 2.15%) rallied 22.4% this week, according to data from S&amp;P Global Market Intelligence.</p>
<div class="lb-trans"><p>根据 S&amp;P Global Market Intelligence 的数据，<strong>SolarEdge Technologies</strong>(SEDG 2.15%) 本周股价上涨了 22.4%。</p>
</div><p>SolarEdge, like most solar stocks, has had a horrible few years, ever since interest rates shot up after the pandemic, followed by the Trump administration cutting incentives for U.S. residential solar purchases earlier this year.</p>
<div class="lb-trans"><p>与大多数太阳能股票一样，SolarEdge 在过去几年表现糟糕，自疫情后利率飙升，随后特朗普政府在今年早些时候削减了美国住宅太阳能购买的激励措施。</p>
</div><p>However, SolarEdge investors received some good news this week, as its U.S.-based manufacturing facilities began international shipments, and a sell-side analyst upgraded his price target.</p>
<div class="lb-trans"><p>然而，本周 SolarEdge 的投资者收到了好消息，因为其位于美国的制造设施开始进行国际发货，一位卖方分析师上调了其目标价。</p>
</div><h2>SolarEdge edges back up</h2>
<div class="lb-trans"><h2>SolarEdge 逐渐回升</h2>
</div><p>On Thursday this week, SolarEdge announced it had begun its first international shipments from its U.S.-based manufacturing facility, shipping U.S.-manufactured solar inverters to Australia. Additional shipments to other countries are scheduled to begin later this year.</p>
<div class="lb-trans"><p>本周四，SolarEdge 宣布已从其位于美国的制造设施开始进行首次国际发货，将美国制造的太阳能逆变器运往澳大利亚。其他国家的额外发货计划将在今年晚些时候开始。</p>
</div><p>It was another positive data point, after SolarEdge showed some improvement in its results last month, with revenue up strongly quarter over quarter and year over year after a nasty, years-long down cycle.</p>
<div class="lb-trans"><p>这是另一个积极的数据点，此前 SolarEdge 在上个月的业绩中显示出一些改善，收入在环比和同比上都大幅增长，结束了长达数年的下行周期。</p>
</div><p>Then on Friday, solar analysts at J.P. Morgan raised their price target on SolarEdge shares from $23 to $27, although the analysts did maintain their &#34;neutral&#34; rating on the stock, which trades at $35.45 currently.</p>
<div class="lb-trans"><p>然后在周五，摩根大通的太阳能分析师将 SolarEdge 股票的目标价从 23 美元上调至 27 美元，尽管分析师对该股票维持 “中性” 评级，目前股价为 35.45 美元。</p>
</div><p>Finally, SolarEdge was also likely helped by the Federal Reserve's interest rate cut earlier this week -- the first rate cut in the past year. Residential solar is extremely sensitive to interest rates, given that solar is a big-ticket item that is usually financed.</p>
<div class="lb-trans"><p>最后，SolarEdge 可能还受益于本周早些时候美联储的降息——这是过去一年中的首次降息。住宅太阳能对利率极为敏感，因为太阳能通常是一个大宗商品，通常需要融资。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzQ0MDkvdGVhbS1pbnN0YWxsaW5nLXNvbGFyLXBhbmVscy1yZW5ld2FibGUtZW5lcmd5LmpwZyZ3PTcwMA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F834409%2Fteam-installing-solar-panels-renewable-energy.jpg&amp;op=resize&amp;w=700"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>图片来源：Getty Images。</p>
</div><h2>SolarEdge is in a tough industry, but could be in a turnaround</h2>
<div class="lb-trans"><h2>SolarEdge 处于一个艰难的行业，但可能正在迎来转机</h2>
</div><p>The solar industry is an extremely difficult industry to predict, and it doesn't have the best financial characteristics: It's very cyclical, and also dependent on certain government policies, depending on who's in office.</p>
<div class="lb-trans"><p>太阳能行业是一个极其难以预测的行业，且其财务特征并不理想：它非常周期性，并且依赖于特定的政府政策，这取决于谁在执政。</p>
</div><p>Therefore, investors in SolarEdge should be very careful with their allocations to the stock, should they want to play the continued recovery in the solar industry.</p>
<div class="lb-trans"><p>因此，SolarEdge 的投资者在配置该股票时应非常谨慎，如果他们希望参与太阳能行业的持续复苏。</p>
</div>

Why SolarEdge Technologies Rallied Over 20% This Week

- SolarEdge Technologies 本周股价上涨 22.4%。  
- 公司开始从美国制造设施进行国际发货，分析师上调目标价。  
- 美联储降息可能对住宅太阳能市场产生积极影响。  

为什么 SolarEdge Technologies 本周上涨超过 20%