Core Viewpoint - Artificial intelligence is expected to dominate stock market returns in 2025 and remain a key theme in 2026, presenting both opportunities and challenges for sustainable development due to its significant energy consumption [1] Group 1: AI and Market Trends - AI is seen as a double-edged sword for sustainability, potentially increasing short-term emissions due to high energy demands while also providing tools to advance sustainable practices [1] - The clean technology trend is strong and accelerating, with China maintaining its leadership in the clean tech sector [1] Group 2: Investment Strategies - Companies are committed to carbon reduction, and long-term investment trends related to sustainable investing remain robust [1] - The firm emphasizes maintaining valuation discipline when investing in key industries and is attentive to growth constraints in the real economy [1] Group 3: Industrialization and Digitalization - The industry is entering a new era of industrialization, with physical AI becoming more prevalent in robotics and autonomous machines [1] - There is a significant increase in demand for resources and energy due to digitalization, necessitating substantial capital investment [1]
骏利亨德森：预期今年AI仍是主导主题 可持续投资相关的长期投资趋势依然稳健
Zhi Tong Cai Jing·2026-02-04 02:49