随着投资者押注民主党在美国中期选举中横扫国会的可能性上升，全球太阳能股走高，这一结果被视为有利于可再生能源行业。
Global solar stocks rallied as investors priced in growing odds of a Democratic sweep of Congress in the US midterm elections, an outcome seen supporting the renewable energy sector.
韩国韩华思路信公司股价一度大涨10%，HD现代能源解决方案公司和OCI控股公司涨幅均超过6%。在美国另类交易系统Blue Ocean上，太阳能类股票同样上涨——Enphase能源公司和SolarEdge技术公司涨幅均一度达到12%，而First Solar公司和Sunrun公司在该平台分别上涨11%和8.7%。
South Korea’s Hanwha Solutions Corp. surged as much as 10%, while HD Hyundai Energy Solutions Co. and OCI Holdings Co. jumped by more than 6%. Solar names in the US have also advanced on the alternative trading system Blue Ocean — Enphase Energy Inc. and SolarEdge Technologies Inc. both advanced as much as 12%, while First Solar Inc. and Sunrun Inc. climbed 11% and 8.7%, respectively, on the platform.
投资者认为，民主党大胜可能利好清洁能源供应链上的企业，包括太阳能和电池企业，同时打击传统能源行业。太阳能股还受益于资金从人工智能相关股票轮动流出。由于市场预期民主党控制的国会将对科技行业加强监管，韩国综合股价指数一度下跌3.7%，纳斯达克100指数期货下跌2.4%。
Investors see a Democratic wave potentially aiding companies in the clean energy supply chain, including solar and batteries, while hurting the traditional energy sector. Solar shares are also benefiting from a rotation away from artificial intelligence-related stocks. Korea’s Kospi slid as much as 3.7% and Nasdaq 100 futures dropped 2.4% on expectations for greater regulatory scrutiny of the tech sector under a Democratic-controlled Congress.
“蓝色交易已经显现，资金正从人工智能建设板块轮动到民主党国会所青睐的领域，”投资策略师、Floodlines Research创始人吴安娜（音）表示。她还说，如果民主党国会抵制特朗普的反太阳能政策，韩华思路信将“直接受益”，因为其Qcells业务在美国运营着大型工厂。
“The blue trade is showing up already with money rotating out of the AI buildout and into what a Democratic Congress favors,” said Anna Wu, an investment strategist and founder of Floodlines Research. Hanwha Solutions “benefits directly if a Democratic Congress pushes back on Trump’s anti-solar policy” as its Qcells business operates big US factories, she added.