科技热潮推动能源需求 绿色股票成为大赢家

Core Insights - Contrary to expectations that green stocks would perform poorly due to Trump's "Big Oil" agenda, the sector has thrived, driven by AI-induced demand for various energy sources [1][2][3] Group 1: Market Performance - In 2025, the S&P Global Clean Energy Transition Index rose by 44%, significantly outperforming the S&P 500's 16% increase and the S&P Global Oil Index's 11% rise [3] - Initial investor concerns about Trump's potential abandonment of green policies led to a sell-off of solar and wind stocks, which has since reversed [3] Group 2: Policy and Investment Trends - Despite some U.S. measures to reform energy policy, other countries like Germany are investing billions in grid development and energy transition infrastructure, supporting the clean energy sector [3] - Lower interest rates have improved the outlook for highly leveraged green stocks, which remain undervalued compared to historical averages [3] Group 3: Future Outlook - BlackRock's Evy Hambro noted a resurgence of investor interest in the clean energy sector after years of stagnation [3] - Aneeka Gupta from WisdomTree highlighted a revival in renewable energy, with BloombergNEF predicting a fourfold increase in electricity demand for AI training and services over the next decade [4] - Helen Jewell from BlackRock suggested that Trump may need to reconsider his stance on renewable energy due to rising energy demands, potentially boosting already strong-performing stocks [4]