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.
過去一個月，在《降低通脹法案》獲得通過後，太陽能類股大幅上漲，其中包括對清潔能源的幾項投資。
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.
投資者可能想知道，在這些大幅上漲之後，他們應該如何處理太陽能名稱。高盛週四在給客户的一份報告中回答了這個問題。
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.
要知道的內容：通脹削減法案一直是太陽能股的主要催化劑，因為預計它將增加對幾種清潔能源的需求。高盛(Goldman Sachs)認為，新政策的主要上行驅動因素包括，由於税收抵免的延長，以及製造業激勵措施帶來的更高回報，導致中長期需求增長加快。
"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.
該公司在給客户的一份報告中寫道：“簡而言之，我們認為具有美國槓桿作用的股票和/或美國製造業從根本上處於最佳地位……在我們的買入評級想法中，仍有約40%的回報潛力。”
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.
在高盛給予買入評級的所有太陽能股中，SunRun公司(納斯達克：奔跑)和陣列技術公司據高盛分析師稱，納斯達克(Sequoia Capital：ARRY)在當前水平上提供了最大的上行空間。
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，高盛預計陣列和第一太陽能公司納斯達克(Sequoia Capital：FSLR)將從太陽能電池板、逆變器、電池和跟蹤器的生產抵免中獲益最大。
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.
評級更改：First Solar是製造信用的最明顯受益者，該公司能夠申請電池和模塊製造的信用。因此，該公司週四上午將First Solar的評級從賣出上調至買入，並將目標價從60美元上調至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.
高盛也看到太陽能電池和電池板信用受益Maxeon Solar Technologies Ltd.(納斯達克：MAXN)假設該公司能夠在2025年在美國增加3千兆瓦的裝機容量。
Goldman Sachs also upgraded Maxeon from Sell to Buy on Thursday and raised the price target from $9 to $27.
高盛週四也將Maxeon評級從賣出上調至買入，並將目標價從9美元上調至27美元。
See Also: Benzinga's Top Ratings Upgrades, Downgrades For September 8, 2022
另見：Benzinga的頂級評級升級，2022年9月8日降級
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.
週四，高盛(Goldman Sachs)也下調了幾隻太陽能股的評級，理由是估值面臨下行風險，以及通脹削減法案帶來的上行好處的槓桿作用相對較小。
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.
高盛分析師下調評級Shals Technologies Group Inc.納斯達克(Sequoia Capital：SHLS)從買入到賣出，並將目標價從23美元下調至21美元。該公司還下調了評級阿特斯太陽能納斯達克(Sequoia Capital：CSIQ)從中性轉為拋售，並將目標價從43美元下調至38美元。
Photo: Bruno from Pixabay.
圖片來源：來自皮克斯巴伊的布魯諾。