The Motley Fool 对 $FSLR 的判断变化

2026-09-10看涨
《4 Energy Stocks NVIDIA Can't Survive Without》
FSLR 的本土制造与规避关税,加上补贴和低估值(远期市盈率低于 10),使其成为数据中心能源需求的长期受益者。

我想提出来讨论的第三家公司是 First Solar。First Solar 同样是这类公司之一:如果你要在相对短的时间内建成一座发电厂,这是你的选项之一,而且是相对为数不多的选项之一。

The third company that I wanted to bring to the table is First Solar. And First Solar is again one of these companies that if you're going to stand up a power plant in relatively short order, this is one of your options and and one of the relatively few options.

它是仅有的几家大部分制造都在美国完成的太阳能公司之一。它们垂直整合。所以它们甚至不是——有些太阳能组件是在美国组装的。所以组件部分确实是组装起来的,但硅片之类的东西通常来自中国或东南亚。

因此 First Solar 实际上将拥有一种本土产品,能让你避开一些已经影响了许多能源公司、尤其是太阳能公司的关税。

One of the only solar companies that has most of their manufacturing uh done in the US. They're vertically integrated. So they're not even some some solar modules are assembled in the US.

So the the module stuff is actually put together, but the wafers and things like that are coming from China or Southeast Asia typically. So first solar is actually going to have a domestic product that's going to keep you out of some of the tariffs that have have impact impacted a lot of energy companies and and solar in particular.