人工智能热潮导致市场押注可再生能源需求激增 标普全球清洁能源转型指数跑赢黄金

新浪港股
Oct 08

  尽管特朗普试图废除绿色政策,但由于人工智能运行所需能源离不开可再生能源支撑,投资者对绿色股票的态度已转向积极。

  标普全球清洁能源转型指数已飙升近50%。同期,标普500指数与黄金的涨幅均约为35%,清洁能源指数表现显著领先。

  与此同时,中国、印度、欧洲以及美国部分州仍对低碳领域保持投入,进一步巩固了清洁能源的市场前景。美国利率下降也为绿色行业提供了支撑——该行业传统上属于资本密集型领域,对债务依赖度较高,低利率环境有助于降低融资成本。(新浪财经香港站)

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