Enphase Energy

曾经的家用太阳能领头羊$Enphase Energy(ENPH)$ 这几年股价走势一路向南，前一阵刚刚经历了行业逆风（trump的法案总体来讲是不利于清洁能源的，虽然最终稿的不利程度比之前减轻了不少），最近有筑底迹象，今天上涨了8%，我觉得应该还是和大家对美国降息的期盼有关（降息是有利于家用太阳能的销售的...

$Enphase Energy(ENPH)$ 买入，为数不多的盈利太阳能且上涨空间大，当然市盈率确实高。。。

$Enphase Energy(ENPH)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001543777-25-000003  Size: 6 KB 网页链接

$Enphase Energy(ENPH)$ SCHEDULE 13G/A [Amend] Statement of Beneficial Ownership by Certain Investors Accession Number: 0000932471-25-000870  Act: 34  Size: 6 KB 网页链接

$Enphase Energy(ENPH)$ 10-Q Quarterly report [Sections 13 or 15(d)] Accession Number: 0001463101-25-000101  Act: 34  Size: 10 MB 网页链接

$Enphase Energy(ENPH)$ SCHEDULE 13G Statement of Beneficial Ownership by Certain Investors Accession Number: 0000914208-25-000269  Act: 34  Size: 13 KB 网页链接

$Enphase Energy(ENPH)$ SCHEDULE 13G Statement of Beneficial Ownership by Certain Investors Accession Number: 0001088875-25-000067  Act: 34  Size: 7 KB 网页链接

$Enphase Energy(ENPH)$ SCHEDULE 13G/A [Amend] Statement of Beneficial Ownership by Certain Investors Accession Number: 0002012383-25-001649  Act: 34  Size: 10 KB 网页链接

$Enphase Energy(ENPH)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001645551-25-000002  Size: 6 KB 网页链接

$Enphase Energy(ENPH)$ 8-K Current report, items 2.02 and 9.01 Accession Number: 0001463101-25-000099  Act: 34  Size: 680 KB 网页链接

$Enphase Energy(ENPH)$ S-8 Securities to be offered to employees in employee benefit plans Accession Number: 0001463101-25-000104  Act: 33  Size: 280 KB 网页链接

$太阳能ETF-Guggenheim(TAN)$ $Enphase Energy(ENPH)$ $Sunrun(RUN)$ AI竞争第二阶段是电力竞赛。虽然市场上的核电股大涨，但是新型核电厂至少需要三到五年时间才能建成。我个人觉得太阳能倒是很有机会，即使懂王不喜欢，但也没有办法。最近美股太阳能板块开始走强了似乎印证了我的看法。除了板块e...