<p>根據 S&amp;P Global Market Intelligence 的數據，<strong>SolarEdge Technologies</strong>(SEDG 2.15%) 本週股價上漲了 22.4%。</p>
<p>與大多數太陽能股票一樣，SolarEdge 在過去幾年表現糟糕，自疫情後利率飆升，隨後特朗普政府在今年早些時候削減了美國住宅太陽能購買的激勵措施。</p>
<p>然而，本週 SolarEdge 的投資者收到了好消息，因為其位於美國的製造設施開始進行國際發貨，一位賣方分析師上調了其目標價。</p>
<h2>SolarEdge 逐漸回升</h2>
<p>本週四，SolarEdge 宣佈已從其位於美國的製造設施開始進行首次國際發貨，將美國製造的太陽能逆變器運往澳大利亞。其他國家的額外發貨計劃將在今年晚些時候開始。</p>
<p>這是另一個積極的數據點，此前 SolarEdge 在上個月的業績中顯示出一些改善，收入在環比和同比上都大幅增長，結束了長達數年的下行週期。</p>
<p>然後在週五，摩根大通的太陽能分析師將 SolarEdge 股票的目標價從 23 美元上調至 27 美元，儘管分析師對該股票維持 “中性” 評級，目前股價為 35.45 美元。</p>
<p>最後，SolarEdge 可能還受益於本週早些時候美聯儲的降息——這是過去一年中的首次降息。住宅太陽能對利率極為敏感，因為太陽能通常是一個大宗商品，通常需要融資。</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>圖片來源：Getty Images。</p>
<h2>SolarEdge 處於一個艱難的行業，但可能正在迎來轉機</h2>
<p>太陽能行業是一個極其難以預測的行業，且其財務特徵並不理想：它非常週期性，並且依賴於特定的政府政策，這取決於誰在執政。</p>
<p>因此，SolarEdge 的投資者在配置該股票時應非常謹慎，如果他們希望參與太陽能行業的持續復甦。</p>

SolarEdge 技術

<p>SolarEdge Technologies 的股票本週上漲了 22.4%，這得益於其美國製造設施開始國際發貨以及摩根大通將其目標價從 23 美元上調至 27 美元。該公司的收入顯著改善，最近美聯儲的降息也對太陽能行業產生了積極影響。儘管太陽能行業面臨挑戰，投資者對潛在的復甦持謹慎樂觀態度</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>根據 S&amp;P Global Market Intelligence 的數據，<strong>SolarEdge Technologies</strong>(SEDG 2.15%) 本週股價上漲了 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>與大多數太陽能股票一樣，SolarEdge 在過去幾年表現糟糕，自疫情後利率飆升，隨後特朗普政府在今年早些時候削減了美國住宅太陽能購買的激勵措施。</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，本週 SolarEdge 的投資者收到了好消息，因為其位於美國的製造設施開始進行國際發貨，一位賣方分析師上調了其目標價。</p>
</div><h2>SolarEdge edges back up</h2>
<div class="lb-trans"><h2>SolarEdge 逐漸回升</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>本週四，SolarEdge 宣佈已從其位於美國的製造設施開始進行首次國際發貨，將美國製造的太陽能逆變器運往澳大利亞。其他國家的額外發貨計劃將在今年晚些時候開始。</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>這是另一個積極的數據點，此前 SolarEdge 在上個月的業績中顯示出一些改善，收入在環比和同比上都大幅增長，結束了長達數年的下行週期。</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>然後在週五，摩根大通的太陽能分析師將 SolarEdge 股票的目標價從 23 美元上調至 27 美元，儘管分析師對該股票維持 “中性” 評級，目前股價為 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>最後，SolarEdge 可能還受益於本週早些時候美聯儲的降息——這是過去一年中的首次降息。住宅太陽能對利率極為敏感，因為太陽能通常是一個大宗商品，通常需要融資。</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>圖片來源：Getty Images。</p>
</div><h2>SolarEdge is in a tough industry, but could be in a turnaround</h2>
<div class="lb-trans"><h2>SolarEdge 處於一個艱難的行業，但可能正在迎來轉機</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>太陽能行業是一個極其難以預測的行業，且其財務特徵並不理想：它非常週期性，並且依賴於特定的政府政策，這取決於誰在執政。</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 的投資者在配置該股票時應非常謹慎，如果他們希望參與太陽能行業的持續復甦。</p>
</div>

Why SolarEdge Technologies Rallied Over 20% This Week

- SolarEdge Technologies 本週股價上漲 22.4%。  
- 公司開始從美國製造設施進行國際發貨，分析師上調目標價。  
- 美聯儲降息可能對住宅太陽能市場產生積極影響。  

為什麼 SolarEdge Technologies 本週上漲超過 20%