Changes in US stocks | Photovoltaic solar sector strengthens, Artes Solar (CSIQ.US) rises more than 8.5%

The Zhitong Finance App learned that on Monday, the US PV solar sector strengthened. Sunrun (RUN.US) rose more than 3.5%, Artex Solar (CSIQ.US) rose more than 8.5%, JKS.US (JKS.US) rose 0.44%, Array Technologies (ARRY.US) rose more than 4%, and Enphase Energy (ENPH.US) rose 0.36%. According to the news, Goldman Sachs's previous report indicated that the photovoltaic sector is entering a structured investment window. Although the sector was pressured by fluctuations in policy expectations in early 2025, the current explosion in power demand brought about by data centers is reshaping the growth logic of the US grid.

According to the report, photovoltaics has become the core force in the transformation of the US power supply structure, and it is estimated that it will account for about 54% of the new power generation installed capacity in 2025. As demand for electricity in data centers continues to exceed expectations, PV, as a clean energy source with dual advantages in cost and deployment speed, will directly benefit from this long-term demand driver.