来源：金十数据
3月13日，在去年特朗普重返白宫后，押注清洁能源股似乎是愚蠢之举。但对于贝莱德基本面股票业务国际首席投资官Helen Jewell来说，清洁能源的涨势有望持续，因为由美国主导的中东战争提供了一个残酷的提醒：世界对该地区油气的依赖是多么严重。她说，对伊朗的打击“凸显了能源独立、电网韧性和国内安全发电的战略重要性。鉴于国家电网需要快速、安全的增量，清洁能源股能够继续走强。”
Jewell表示：“我们非常明确，为了让AI取得成功，你需要如此巨大的能量，以至于故事不再是‘取代传统能源’，而是‘与传统能源并存’。”转眼一年过去：截至周三收盘，标普全球清洁能源转型指数飙升了61%，远超标普500指数23%的涨幅。它的表现也优于“七巨头”39%的涨幅，且几乎是石油股涨幅的两倍——尽管由于伊朗战争导致原油价格升至100美元以上。
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