尽管美国总统特朗普已取消多项旨在支持风能、太阳能和电动汽车的政府项目,但绿色股票却成为了今年最赚钱的投资之一。最新数据显示,S&P全球清洁能源指数今年以来已飙升超50%,远超同期涨幅不足20%的MSCI全球指数。这轮涨势主要由两大因素驱动:一是为人工智能提供算力的数据中心对电力近乎“无底洞”的需求;二是中国等国在构建低碳经济方面的坚定决心。分析指出,这些强劲的经济基本面因素,其重要性已超过了特朗普...
Source Link尽管美国总统特朗普已取消多项旨在支持风能、太阳能和电动汽车的政府项目,但绿色股票却成为了今年最赚钱的投资之一。最新数据显示,S&P全球清洁能源指数今年以来已飙升超50%,远超同期涨幅不足20%的MSCI全球指数。这轮涨势主要由两大因素驱动:一是为人工智能提供算力的数据中心对电力近乎“无底洞”的需求;二是中国等国在构建低碳经济方面的坚定决心。分析指出,这些强劲的经济基本面因素,其重要性已超过了特朗普...
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