FSLR 的本土制造与规避关税，加上补贴和低估值（远期市盈率低于 10），使其成为数据中心能源需求的长期受益者。
逐段跳播
我想提出来讨论的第三家公司是 First Solar。First Solar 同样是这类公司之一：如果你要在相对短的时间内建成一座发电厂，这是你的选项之一，而且是相对为数不多的选项之一。
The third company that I wanted to bring to the table is First Solar. And First Solar is again one of these companies that if you're going to stand up a power plant in relatively short order, this is one of your options and and one of the relatively few options.
它是仅有的几家大部分制造都在美国完成的太阳能公司之一。它们垂直整合。所以它们甚至不是——有些太阳能组件是在美国组装的。所以组件部分确实是组装起来的，但硅片之类的东西通常来自中国或东南亚。
因此 First Solar 实际上将拥有一种本土产品，能让你避开一些已经影响了许多能源公司、尤其是太阳能公司的关税。
One of the only solar companies that has most of their manufacturing uh done in the US. They're vertically integrated. So they're not even some some solar modules are assembled in the US. So the the module stuff is actually put together, but the wafers and things like that are coming from China or Southeast Asia typically. So first solar is actually going to have a domestic product that's going to keep you out of some of the tariffs that have have impact impacted a lot of energy companies and and solar in particular.
所以它也将是一种快速的解决方案，同时也将是一种相对具有成本效益的解决方案。
So it it is going to be a fast solution also going to be a relatively cost-effective solution.
所以，这是解决方案的一部分，我认为长期来看这将成为 First Solar 的一股顺风。它们还得益于拜登政府期间出台的许多补贴。所以，其中一些对该公司来说仍是顺风，但按前瞻口径的市盈率不到10。
So, this is a piece of the solution, and I think this is just going to be a tailwind for first solar long term. They have also benefited from a lot of subsidies that were put in place during the Biden administration. So, you know, some of those are still a tailwind for the company, but price earnings multiple on a forward basis is under 10.
所以，我认为这是那种可能继续受益于数据中心建设的公司之一，尤其是这一建设持续得越久。
So, I think this is one of those companies that could continue to be a beneficiary of the data center buildout, especially the longer it goes.
这个频道对 $FSLR 的历次判断
The Motley Fool 在这只股票上只有这一条判断。