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.

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.