标普清洁能源指数4月来飙升近50% 跑赢标普500与黄金

Core Insights - The global clean energy stock benchmark index has outperformed major stock indices and gold, driven by the surge in demand for renewable energy due to the AI boom [1] - Since Trump's announcement of tariff policies in April, the S&P Global Clean Energy Transition Index has surged nearly 50%, while the S&P 500 and gold have increased by approximately 35% [1] - Despite attempts by the Trump administration to roll back green policies, investor sentiment towards green stocks has shifted positively due to the reliance of AI on renewable energy [1] - Continued investments in low-carbon sectors from China, India, Europe, and certain U.S. states further bolster the market outlook for clean energy [1] - The decline in U.S. interest rates supports the green industry, which is traditionally capital-intensive and highly reliant on debt, as lower rates help reduce financing costs [1]