When the favorable policy environment fades, the flow of capital becomes the lifeblood of an industry's rise and fall. The Big and Beautiful Act (OBBBA) not only ended stable expectations of subsidies but also brought significant policy uncertainty to the market, prompting financial markets to re-examine the renewable energy sector with greater caution and discernment. Green investments, once considered the rising stars, must now find a new balance between increasing demand, technological maturity, and capital efficiency. This article will analyze from an investor's perspective how funds will select the most promising targets and how astute capital will restructure its energy portfolio under the dual pressures of geopolitics and industrial transformation.