Enphase

7 atoms · 跨 4 天 · 首见 2026-05-04 · 最近 2026-06-15

三色: 🟦 fact 4 · 🟥 take 3 · stance ▲3/▼1/◆1

来源: 群 1 · X 6

时态: fresh:6 · aging:1

标签: 好数字:3 · 好信源:3 · 好观点:3

叙事 (narrative) (1)

• 2026-05-05 [老化中] · 转向输电领域以分散纯太阳能敞口
  they are just pivoting to power transmission field, which is extremely competitive, to diversify from the pure solar exposure that suffers from the whims of political winds
  tags: 好观点 · → daily

预测 (forecast) (2)

• 2026-05-05 · 固态变压器量产时间
  volume prod '28
  tags: 好数字·好观点 · → daily
  value: date=2028
• 2026-06-15 · 持仓计划
  Re-enter Enphase
  tags: 好观点 · → daily

事实 (fact) (4)

• 2026-05-04 · 逆变器部署量
  ~90M inverter units deployed across 165 countries — nine generations of this architecture already in the field and shipping electrons
  tags: 好数字·好信源 · → daily
  value: qty=~90M units · scope=across 165 countries
• 2026-05-15 · 本周涨幅 46% 受 AI 电力需求预期驱动
  Enphase shares have risen 46% so far this week on AI demand expectations.
  tags: 好数字 · → daily
  value: qty=46% weekly gain
• 2026-05-05 · 发布了IQ固态变压器
  @Enphase revealed a breakthrough for the world — the IQ Solid-State Transformer, … collapsing a legacy five-stage power chain into one conversion
  tags: 好信源 · → daily
• 2026-05-04 · 产品发布
  @Enphase revealed a breakthrough for the world — the IQ Solid-State Transformer.
  tags: 好信源 · → daily
  value: date=2026-05-04

时间轴 (近 20)

• 2026-06-15 · forecast · 持仓计划 · → daily
• 2026-05-15 · fact · 本周涨幅 46% 受 AI 电力需求预期驱动 · → daily
• 2026-05-05 · fact · 发布了IQ固态变压器 · → daily
• 2026-05-05 · forecast · 固态变压器量产时间 · → daily
• 2026-05-05 · narrative · 转向输电领域以分散纯太阳能敞口 · → daily
• 2026-05-04 · fact · 产品发布 · → daily
• 2026-05-04 · fact · 逆变器部署量 · → daily

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