The S&P Clean Energy Index has surged nearly 50% since April, outperforming the S&P 500 and gold

As investors respond to the surge in demand for renewable energy driven by the artificial intelligence boom, a global clean energy stock benchmark index has not only outperformed major stock indices but has even surpassed gold. Since Trump's announcement of tariff policies in April, which triggered market turmoil, the S&P Global Clean Energy Transition Index has soared nearly 50%. During the same period, the S&P 500 Index and gold have both risen by about 35%, with the clean energy index showing significant outperformance. Despite the Trump administration's attempts to abolish green policies, the energy required for AI operations relies heavily on renewable energy support, leading investors to adopt a positive attitude towards green stocks. Meanwhile, China, India, Europe, and some U.S. states continue to invest in the low-carbon sector, further solidifying the market prospects for clean energy. The decline in U.S. interest rates has also provided support for the green industry—traditionally a capital-intensive sector with a high reliance on debt, a low-interest-rate environment helps reduce financing costs