原帖由 葉芬 于 15-10-2009 01:19 PM 发表 
扣了水錢賺US百多元，我本來是不打算放的。。不過看了她的新聞后才放，等她再跌時才再買進。
那天看到時最低是130，昨晚買進是149.....“130”-149還是高了些。。況且昨晚是第1晚跌。
U.S. solar firms' ...
TUESDAY, OCTOBER 13, 2009 Clouds on First Solar's Horizon
PacificCrest downgraded the maker of solar modules to Sector Perform.
WE ARE DOWNGRADING SHARES of First Solar(ticker: FSLR) to Sector Performfrom Outperform for five reasons: (1) we find no more upside potentialto our 2010 estimates; (2) First Solar likely could lose market sharein 2010; (3) 2010 earnings per share should be down year-over-year,based on our new estimates; (4) the industry is heading into a slowseason; and (5) valuation is not compelling without upside potential in2010.
 Long-term shareholders shouldconsider holding the stock. Without upside in our 2010 model, we arelooking for additional project announcements and capacity additionsthat could positively affect 2011; we think both are likely next year.We are not recommending selling shares of First Solar, but long-terminvestors will likely have to wait for 2011 catalysts. Unfortunately,most investors are not looking beyond 2010, and we have lost ourconviction to put new money to work in the name at current prices.
Short-term investors will likelybenefit. We see consensus estimates for both the third and fourthquarter as extremely bearish. We believe that First Solar will postbetter-than expected results for the third quarter, and we would ownshares into the print.
Valuation is challenged on 2010estimates. Our estimates are still above the consensus in 2010, buteven with a 25 times multiple on $7.83, we lack enough conviction tosuggest putting new money to work in First Solar. | 
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