全球拥抱绿色能源 白银成大赢家？
近期清洁能源主题在市场上可谓是炙手可热。海外方面，景顺太阳能ETF近一个月涨幅达32%，年初至今已累计上涨142%，使其成为2020年表现最好的ETF之一，这只ETF的资产管理规模也已超过20亿美元。与之形成鲜明对比的是美国传统能源行业的一蹶不振，标普500传统能源指数今年已下跌了49%。
国内方面，消息称“十四五规划”将加大对光伏、风电、特高压和国家电网等清洁能源的投资，同时国内也提出将在2060年实现净零碳排放。多重利好叠加，近日光伏板块引领新能源类板块成为市场投资热点，近一个月申万光伏设备板块累计上涨18.14%，大幅跑赢大盘（2.02%）。
随着全球投资视角向可再生能源转移，高盛最新报告提出，绿色化趋势的加速或将带动白银的上涨。工业需求长期向好的逻辑能否助力白银打开新一轮上涨的空间呢？我们还是要从白银的金融属性和工业属性两方面的定价逻辑来展开分析。
Reprinted from 见闻VIP，the copyright all reserved by the original author.
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