Goldman Sachs Expects Solar Stocks To Continue Shining: Here Are The Biggest Beneficiaries Of The Inflation Reduction Act
Goldman Sachs Expects Solar Stocks To Continue Shining: Here Are The Biggest Beneficiaries Of The Inflation Reduction Act
Solar stocks traded significantly higher over the past month following the passage of the Inflation Reduction Act, which included several investments in clean energy.
过去一个月，在《降低通胀法案》获得通过后，太阳能类股大幅上涨，其中包括对清洁能源的几项投资。
Investors may be wondering what they should do with solar names following these steep gains. Goldman Sachs tackled that question Thursday in a note to clients.
投资者可能想知道，在这些大幅上涨之后，他们应该如何处理太阳能名称。高盛周四在给客户的一份报告中回答了这个问题。
What To Know: The Inflation Reduction Act has been a major catalyst for solar stocks, as it's expected to increase demand for several clean energy sources. Goldman Sachs believed the major upside drivers of the new policy include greater medium-to-longer term demand growth owing to the extension of tax credits and higher returns stemming from manufacturing incentives.
要知道的内容：通胀削减法案一直是太阳能股的主要催化剂，因为预计它将增加对几种清洁能源的需求。高盛(Goldman Sachs)认为，新政策的主要上行驱动因素包括，由于税收抵免的延长，以及制造业激励措施带来的更高回报，导致中长期需求增长加快。
"Simply put, we see stocks with US leverage and/or US-based manufacturing as fundamentally best positioned ... with ~40% return potential still remaining across our Buy rated ideas," the firm wrote in a note to clients.
该公司在给客户的一份报告中写道：“简而言之，我们认为具有美国杠杆作用的股票和/或美国制造业从根本上处于最佳地位……在我们的买入评级想法中，仍有约40%的回报潜力。”
Of all the solar stocks Goldman Sachs had a Buy rating on, Sunrun Inc (NASDAQ:RUN) and Array Technologies Inc (NASDAQ:ARRY) offered the most upside from current levels, according to Goldman analysts.
在高盛给予买入评级的所有太阳能股中，SunRun公司(纳斯达克：奔跑)和阵列技术公司据高盛分析师称，纳斯达克(Sequoia Capital：ARRY)在当前水平上提供了最大的上行空间。
Additionally, Goldman Sachs expected Array and First Solar Inc (NASDAQ:FSLR) to benefit the most from solar manufacturing production credits for panels, inverters, batteries and trackers.
此外，高盛预计阵列和第一太阳能公司纳斯达克(Sequoia Capital：FSLR)将从太阳能电池板、逆变器、电池和跟踪器的生产抵免中获益最大。
Rating Changes: First Solar is the clearest beneficiary of manufacturing credits with the company being able to claim credits for cell and module manufacturing. As a result, the firm upgraded First Solar from Sell to Buy on Thursday morning and raised the price target from $60 to $172.
评级更改：First Solar是制造信用的最明显受益者，该公司能够申请电池和模块制造的信用。因此，该公司周四上午将First Solar的评级从卖出上调至买入，并将目标价从60美元上调至172美元。
Goldman also saw solar cell and panel credits benefitting Maxeon Solar Technologies Ltd (NASDAQ:MAXN) assuming the company is able to establish 3 gigawatts of additional capacity in the U.S. in 2025.
高盛也看到太阳能电池和电池板信用受益Maxeon Solar Technologies Ltd.(纳斯达克：MAXN)假设该公司能够在2025年在美国增加3千兆瓦的装机容量。
Goldman Sachs also upgraded Maxeon from Sell to Buy on Thursday and raised the price target from $9 to $27.
高盛周四也将Maxeon评级从卖出上调至买入，并将目标价从9美元上调至27美元。
See Also: Benzinga's Top Ratings Upgrades, Downgrades For September 8, 2022
另见：Benzinga的顶级评级升级，2022年9月8日降级
Goldman Sachs downgraded a couple of solar stocks on Thursday as well, citing downside risk to estimates and relatively less leverage to the upside benefits of the Inflation Reduction Act.
周四，高盛(Goldman Sachs)也下调了几只太阳能股的评级，理由是估值面临下行风险，以及通胀削减法案带来的上行好处的杠杆作用相对较小。
Goldman analysts downgraded Shoals Technologies Group Inc (NASDAQ:SHLS) from Buy to Sell and lowered the price target from $23 to $21. The firm also downgraded Canadian Solar Inc (NASDAQ:CSIQ) from Neutral to Sell and lowered the price target from $43 to $38.
高盛分析师下调评级Shals Technologies Group Inc.纳斯达克(Sequoia Capital：SHLS)从买入到卖出，并将目标价从23美元下调至21美元。该公司还下调了评级阿特斯太阳能纳斯达克(Sequoia Capital：CSIQ)从中性转为抛售，并将目标价从43美元下调至38美元。
Photo: Bruno from Pixabay.
图片来源：来自皮克斯巴伊的布鲁诺。