u7da0u80fdu6982u5ff5u80a1u4ecau5e74u4f86u8868u73feu4e0du4f73uff0cu8ffdu8e64u76f8u95dcu80a1u7968u7684 WilderHill Clean Energy Index u53bbu5e74u98c6u6f32u00a0203%uff0cu4f46u4ecau5e74u537bu4e0bu8dccu00a09%uff0cu4e0du904eu5206u6790u5e2bu5c0du7da0u80fdu65cfu7fa4u4ecdu6301u6b63u9762u770bu6cd5u3002
u6709u90e8u5206u5206u6790u5e2bu8a8du70bauff0cu96d6u7136u76eeu524du5c11u6709u4ebau8a8du70bau5927u578bu7da0u80fdu516cu53f8u80a1u7968u503cu5f97u8cb7u9032uff0cu4f46u662fu7da0u80fdu65cfu7fa4u5df2u51fau73feu6b63u9762u8a0au865fuff0cu4e26u4e14u51fau73feu6062u5fa9u6210u9577u7684u53efu80fdu6027u3002
Credit Suisse u5206u6790u5e2b Michael Weinstein u5c07u96fbu5ee0u898fu6a21u592au967du80fdu677fu88fdu9020u5546 First Solar(FSLR-US) u8a55u7b49u5f9eu905cu65bcu5927u76e4u8abfu5347u70bau4e2du6027uff0cu76eeu6a19u50f9u70ba 70 u7f8eu5143u3002u8a72u80a1u904eu53bbu4e00u500bu6708u5f9e 100 u7f8eu5143u8dccu81f3 72 u7f8eu5143uff0cu5206u6790u5e2bu8a8du70bauff0cu4e2du570bu70bau5be6u73feu78b3u6392u91cfu76eeu6a19u6703u52a0u901fu592au967du80fdu677fu90e8u7f72uff0cu9810u4f30 2022 u5e74u592au967du80fdu677fu5e02u5834u4f9bu7d66u5403u7dcau3002
Weinstein u9084u4e0au8abfu4ee5u7da0u80fdu70bau4e3bu8981u696du52d9u7684 NextEra Energy(NEE-US) u8a55u7b49u81f3u512au65bcu5927u76e4uff0cu770bu597du8a72u516cu53f8u80a1u50f9u5c07u5f9eu8fd1u671fu7684u66b4u8dccu4e2du53cdu5f48uff0cu76eeu6a19u50f9u8a02u70ba 85 u7f8eu5143uff0cu8f03u76eeu524du7684 71.7 u7f8eu5143u50f9u683cu9ad8u51fa 18%u3002u6b64u5916u4ed6u4e5fu770bu597du6c2bu71c3u6599u96fbu6c60u516cu53f8 Bloom Energy(BE-US)uff0cu96d6u7136u8a72u516cu53f8u7d93u6b77u53bbu5e74u4e0au6f32u7684u69aeu666fu5f8cu8fd1u5e7eu5468u56deu8dccuff0cu4f46u5206u6790u5e2bu4ecdu5c07u8a55u7b49u4e0au8abfu81f3u512au65bcu5927u76e4uff0cu76eeu6a19u50f9u8a02u70ba 35 u7f8eu5143uff0cu9ad8u65bcu76eeu524du80a1u50f9 25.5 u7f8eu5143u3002
u5176u4ed6u5206u6790u5e2bu5c0du7da0u80fdu7522u696du770bu6cd5u4e5fu8d8au4f86u8d8au6b63u9762uff0cu6574u9ad4u5e02u5834u958bu59cbu9752u775eu50f9u503cu578bu80a1u7968uff0cu800cu975eu6295u6a5fu6210u9577u578bu80a1u7968u3002
u5927u6469u5206u6790u5e2b Mark Strouse u5efau8b70u6295u8cc7u4ebau805au7126u9ad8u5229u6f64u4e14u64c1u6709u81eau7531u73feu91d1u6d41u7684u7da0u80fdu516cu53f8uff0cu5305u62ecuff1aArray Technologies(ARRY-US)u3001Enphase Energy (ENPH-US)u3001Solaredge (SEDG-US)u3001Shoals Technologies (SHLS-US)u3002u7136u800cu4ed6u5c0du6c2bu80fdu80a1u5982 FuelCell Energy (FCEL)u3001Plug Power(PLUG-US)u3001Bloom Energy(BE-US)u3001Nikola(NKLA-US) u611fu5230u64d4u6182u3002
Raymond James u7684u5206u6790u5e2b Pavel Molchanov u4e5fu8abfu5347u4e86u592au967du80fdu9006u8b8au5668u5ee0u5546 Enphase(ENPH-US) u7684u8a55u7b49u3002Enphase u53bbu5e74u72c2u6f32 571% uff0cu4ecau5e74u6f32u5e45u56deu5410u6b86u76e1uff0cu904eu53bbu4e00u500bu6708u6158u8dccu903e 30% u3002
Molchanov u8a8du70bauff0cEnphase u7684u4f30u503cu4ecdu9ad8uff0cu4f46u4e0du518du8cb4u5f97u96e2u8b5cuff0cu300cu6211u5011u5229u7528u6574u9ad4u7372u5229u4e86u7d50u7684u60c5u52e2uff0cu7b56u7565u6027u5730u8abfu5347u5e02u5834u770bu6de1u7684u7da0u80fdu6982u5ff5u80a1uff0cu300du4e0du904eu4ed6u4e26u672au8a2du5b9a Enphase u7684u76eeu6a19u50f9u683cu3002