太阳能去库存见底，Enphase 现在买还不晚
Enphase 四季报很差，股价却大涨，仍较 52 周高点低 40%。Cramer 认为管理层预告行业见底后反弹，太阳能股在降息环境下会更有吸引力；Enphase 是典型的「去库存」故事，离数据真正好转还有三到六个月，现在买不晚，可以先小仓位、大盘下跌时再加。但前提是相信今年利率会下降。
With Enphase, the stock already caught fire this week, but we're three to six months out from the moments where the numbers start genuinely improving, which means it's not too late to buy Enphase,