Yesterday we wrote:
I would expect the biggest pop in the U.S. based companies, ENER, ESLR, FSLR, SPWR and in the installer biz, AKNS....Today's early market action seems to verify the idea. The group above is up an average of 12.03%. A group of Chinese manufacturers (chosen for no particular reason other than they are on one of the screens) JASO, LDK, STP, TSL, YGE is up an average of 7.87%.
Not really deep insight, just thinking that the market would figure the benefits would accrue first to the folks with the home field advantage.