環境、社會及管治
能源轉型:擱置、停滯不前或是加快發展?
重點提要
  • 能源轉型與能源安全目標、成本及需求轉變之間的衝突,正在重塑許多行業的前景。
  • 大規模的綠色刺激措施、監管規例不斷變化,加上利率可能回落,均帶來強勁的利好因素。
  • 我們認為汽車、數據中心冷卻系統、熱泵、再生能源及電網均展現具吸引力的長線機會。

汽車製造商重新考慮電動汽車計劃。市場對人工智能能源需求的憂慮加劇。熱泵的銷售增長放緩。以上僅是近期反映能源轉型並非處於平穩發展時期的部分事件。然而,能夠放眼長線的投資者仍能發掘吸引機遇。


前景強勁

我們的投資專家在能源轉型中發掘吸引機遇。

在我們的ESG觀點資料庫中探索最新的研究和見解

閱覽資本集團的ESG政策措施

我們的最新觀點



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環境、社會及管治

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Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates. All information is as at the date indicated unless otherwise stated. Some information may have been obtained from third parties, and as such the reliability of that information is not guaranteed.

資本集團透過三個投資部門管理股票投資。該等部門獨立作出投資與代理投票決定。固定收益投資專家為整個資本集團組織提供固定收益研究及投資管理;然而,對於擁有股票特點的證券,他們僅代表三個股票投資部門的其中之一。