灭顶之灾

原标题：S&P/TSX 综合指数收盘上涨逾 200 点，美股也收高加拿大主要股指本周首个交易日收涨逾200点，美股亦收高。S&P/TSX 综合指数上涨 213.89 点至 19,987.23，能源板块的上涨帮助引领了广泛的反弹。在纽约，道琼斯工业平均指数上涨 229.63 点至 32,381.34。标准普尔 500 指数上涨 43.05 点至 4,110.41，而纳斯达克综合指数上涨 154.10 点至 12,266.41。

二 |     A South Korean company has begun production at a huge new solar panel factory in Georgia even as industry leaders say surging Asian imports could dampen efforts to make more solar components in the United States.Qcells, a unit of South Korea’s Hanwha Group, said Wednesday that it can now turn out enough solar panels to generate 5.1 gigawatts of power yearly at a two-factory complex in the northwest Georgia city of Dalton. That's almost 40% of U.S. solar panel capacity, according to figures from the Solar Energy Industries Association. Qcells' opened its first factory in 2019 and an even larger plant in phases since, what the company describes as the largest solar investment in American history. “It’s another milestone as we as a company really strive to become a global leader and a U.S. leader in solar manufacturing," said Scott Moskowitz, Qcells head of market strategy and public affairs, speaking with The Associated Press after a plant tour Monday.The company says its new plant is the first solar module factory in the U.S. to begin production since passage of President Joe Biden’s signature climate legislation. Qcells' $208 million investment again shows how federal incentives are spurring a nationwide boom in renewable energy and electric vehicles.Industry jitters about a flood of cheap solar panels from overseas show how dependent on federal policy the solar industry remains. That's a threat in part because former President Donald Trump, the frontrunner for the 2024 Republican nomination, is hostile to renewable energy.Qcells leaders say the new plant showcases more efficient equipment and processes, part of a much larger investment intended to bring key steps in solar manufacturing to the U.S. A solar panel, or module, is assembled from solar cells most commonly made from wafers cut from ingots of polysilicon. Today, the company's solar cells are imported from Asia. But 30 miles (50 kilometers) south of Dalton in Cartersville, Qcells is building a $2.3 billion complex to take polysilicon refined in Washington state and make ingots, wafers and solar cells — in addition to 3.3 gigawatts of solar modules. That plant is scheduled to open in phases starting next year.Currently, no silicon ingots or wafers are made in the U.S. But Biden's Inflation Reduction Act, besides offering a extra tax credit on American-made solar equipment, lets manufacturers earn incentives for every unit of polysilicon they refine and every wafer, cell and module they make. For example, Qcells earns a tax credit of 7 cents per watt for every panel it makes in Dalton, or $34.30 for every 490-watt residential panel made.Even with that boost, solar industry leaders warn, factories will struggle to compete with a new spike in cheap Asian imports. They're again urging federal officials to investigate whether solar panels are being dumped at unfairly low prices. Previous investigations have led to anti-dumping tariffs on panels made in China and Taiwan.U.S. officials shouldn't regard the spike as a normal market fluctuation, said Mike Carr, executive director of the Solar Energy Manufacturers for America Coalition, a group that includes Qcells. He argues Chinese component makers are pushing out cheap modules from southeast Asian factories, tanking panel prices to ensure Chinese dominance and smother U.S. manufacturing.“This is likely to be the No. 1 new energy source in the 21st century," Carr said. "It’s already cheaper than pretty much anything else to install. It is the path to meeting our climate goals. So I think it becomes a real national security kind of concern. The way OPEC is in oil markets, we don’t want to allow China to become that same controller of supply in solar.”Qcells sees current low prices as a “near-term challenge" in achieving economies of scale and serving a long-term market, Moskowitz said. Beyond trade policy, he said, requiring federal agencies to buy American-made products and promoting panels produced with fewer carbon emissions could bolster Qcells.Politics envelops the solar industry. Vice President Kamala Harris visited the plant earlier this year. At the state level, Republican Gov. Brian Kemp has wrestled with Democratic U.S. Sen. Jon Ossoff over political credit for electric vehicle and renewable energy investments flowing to Georgia. “Out of all the places Qcells could have gone, they chose to operate and expand here in Georgia because of our unrivaled assets and the competitive package we put together,” Kemp said in a statement.Ossoff and fellow Georgia Democratic Sen. Raphael Warnock note they authored the component incentives that benefit Qcells, emphasizing federal policy. “Our state is emerging as the advanced energy capital of the nation, thanks to federal infrastructure and manufacturing policies that are benefiting Georgia more than any other state,” Ossoff said in a statement.Qcells, for its part, praises both state and federal assistance.“To build these markets up and to have them work, you need a whole government approach," Moskowitz said.。

三 | “我认为投资者对通胀处于下行轨道更有信心。当然，所有的目光都将集中在明天（8 月份）的美国 CPI 上以证实这一点，”Edward Jones 投资策略师 Angelo Kourkafas 表示.“但似乎尽管包括加拿大央行在内的央行上周敲响了鹰派的号角，但市场已经反弹——对我们来说，这表明对利率政策的预期现在已经适当地重新调整了。”话虽如此，根据 Kourkafas 的说法，未来的市场波动会更大。

四 | “我们可能会看到市场在区间波动，但随着各国央行变得不那么鹰派，最终会开始复苏。但这需要一些时间才能实现，”他说。上周三，加拿大央行将利率上调四分之三至 3.25%，并暗示未来还会有更多加息。美联储也可能在本月晚些时候大幅加息。“投资者可能需要耐心。但有一些令人鼓舞的迹象表明，加拿大央行和经济正在朝着软着陆情景取得一些进展，”库尔卡法斯说。他预计市场将在今年最后几个月变得更加积极。这是加拿大能源行业忙碌的周一，总部位于卡尔加里的 Tamarack Valley Energy Ltd. 表示将以 14.25 亿美元收购私人持有的 Deltastream Energy Corp.，Tamarack 认为此举将巩固其作为阿尔伯塔省北部克利尔沃特最大生产商的地位重油游戏。该股在交易日收盘上涨 1 美分，至每股 3.99 美元，是周一 S&P/TSX 综合指数中的佼佼者。与此同时，总部位于多伦多的 Shawcor Ltd. 表示，它正在更名为 Mattr，并对可能导致出售其管道和油田资产管理部门的战略替代方案进行审查。该股在交易日收盘上涨 22 美分，至每股 8.06 美元。库尔卡法斯对能源领域持中立态度。“能源行业并不是投资者真正希望在经济周期后期拥有的行业，尤其是在经济衰退风险增加的情况下，”他说。“但就有限的（石油）供应和其中一些公司能够维持的资本纪律而言，有一些有利于该行业的积极因素。

五 | 这使我们对该行业持中立立场。”10 月原油合约上涨 99 美分至每桶 87.78 美元，10 月天然气合约上涨 25 美分至每百万英热单位 8.25 美元。12 月黄金合约上涨 12 美元至每盎司 1,740.60 美元，12 月铜合约上涨约 4 美分至每磅 3.61 美元。加元兑美元汇率为 77.04 美分，上周五为 76.72 美分。返回搜狐，查看更多责任编辑：