So Warren Buffett has the hots for solar. This week he committed a further $2.5bn to the industry through his MidAmerican Energy Holdings. For the first time in a long time, he is not alone. Shares in solar-panel makers such as First Solar and SunTech have finally turned a corner, recovering in recent months from five-year lows. Never mind the fundamentals – SunTech, the world’s biggest panel manufacturer, carries $1.6bn in net debt and is lossmaking, for example.
看來沃倫?巴菲特(Warren Buffett)是迷上了太陽能。本周他通過旗下的中美能源控股(MidAmerican Energy Holdings)，向該行業再度投資25億美元。這回他不是唯一這么做的，這是很久以來頭一次。像First Solar和尚德(SunTech)這樣的太陽能電池板制造商，股價終于有了起色，近月來從5年低點反彈。且不談基本面因素——舉例來說，全球最大的太陽能電池板制造商尚德有16億美元凈債務，且處于虧損狀態。
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