[金融市場快訊]公用事業受惠AI相關需求支撐 產業具有防禦性


親愛的 客戶 您好：
為您提供2025-01-20的國際金融市場訊息：
公用事業受惠AI相關需求支撐 產業具有防禦性
近年來極端氣候頻率升高，除了造成電力供給中斷外，需求量也變的難以預測，造成美國電力中斷事件越來越頻繁。根據美國能源部統計，美國輸電配電網路與變壓器約75%的設備已經使用了25年以上，一般電網使用壽命約50年，而變壓器可用25-40年。IEA先前報告指出，全球逾8000萬公里的輸電配電網路基礎設施需要升級，全球電網投資十多年來停滯不前，在未來十年內應該要達到6000億美元以上。

在資料中心、電氣化和製造業回流下，電力需求大增，公用事業資本支出將大幅增加，特別是輸電和配電領域。高盛預計2024-2027年公用事業資本支出將比前四年累計成長約40%。美國能源部預計2025-2035年美國的跨區域輸電網路容量將增長逾100%，加速讓新建好的再生能源設施併網。在投資和獲利成長機會以及公用事業公司股東對轉型的支持下，公用事業公司的本益比有可能提高。
除了電力外，美國能源部預計到2028年數據中心的用水量將成長約2-4倍，達到約1450-2750億公升。預測未包括約800億公升的間接用水量，間接用水是用來生產電力的水，例如用於核能、煤電廠等。如果經濟成長放緩且利率下降，該產業將為投資者提供防禦性。

可參考商品包括但不限於：
IDU.US
iShares美國公用事業ETF 		GRID.US
First Trust納斯達克Clean Edge智慧電網基礎設施指數ETF 		PHO.US
Invesco水資源ETF



美股ETF手續費「均一價」 每筆只要3美元，輕鬆投資趁現在！
立即前往國泰證券App，掌握更多投資訊息。

※若您對上述商品資訊有進一步的需求，歡迎洽詢您的服務人員。
上述資料僅供為本公司提供客戶之一般參考資料，並非推薦介紹亦不保證未來之獲利，讀閱人應審慎考量本身之需求、匯兌與投資風險，本公司對投資損益恕不負任何法律責任。

本信件為系統自動發送請勿直接回覆，如日後不想再收到這類電子郵件，請點擊取消訂閱。
國泰綜合證券股份有限公司
台北市敦化南路二段333號19樓 | 客服電話(02)7732-6888 | 111年金管證總字第0026號

留言

張貼留言

這個網誌中的熱門文章

The Crypto Roundup - 31 March 2020

圖片
Binance is launching a cryptocurrency trading platform for its South Korean users, powered by Binance Cloud. The exchange will launch trading pairs with a KRW-backed stablecoin. Browser-maker Opera has expanded its cryptocurrency buying feature to the European Union and four other countries, allowing its Android browser users to buy BTC or ETH "in 30 seconds." TRON has launched a stablecoin system similar to Ethereum's MakerDAO, called Djed.  Top stories in the Crypto Roundup today: Binance to Launch Crypto Exchange For South Korean Users Powered by Binance Cloud Opera Expands Its Crypto Wallet Top-Ups to the EU and Four Other Countries TRON Launches Stablecoin System Similar to MakerDAO At the time of writing,  bitcoin (BTC)  is trading at $6,458.17 (2.57%) with a daily  Top Tier volume  of $2.52. As for  ether (ETH) , it is trading at $132.03 (0.72%) with a daily  Top Tier volume  of $483.46 million. The  MVIS CryptoCompare Digital Assets 10 Index ...
閱讀完整內容

The Crypto Roundup - 27 May 2020

圖片
Facebook's digital wallet subsidiary Calibra has rebranded to Novi, a name inspired on the Latin words "via" and "novus." Its rebranding announcement detailed how it will work with WhatsApp and Messenger. Cryptocurrency mining firm Bitfury has launched investment solutions for accredited investors that will give them exposure to bitcoin via the firm's mining centers. A new type of Monero mining malware has already infected over 1,000 corporate systems, some belonging to large firms according to cloud security firm Red Canary. Top stories in the Crypto Roundup today: Facebook's Digital Wallet Subsidiary Calibra Rebrands to Novi Bitfury Launches Bitcoin Mining Investment Solutions for Accredited Investors New Monero Mining Malware Infects Over 1,000 Corporate Systems At the time of writing,  bitcoin (BTC)  is trading at $8,878.15 (-1.03%) with a daily  Top Tier volume  of $2.64 bn. As for  ether (ETH) , it is trading at $203.37 (-0.04...
閱讀完整內容

The Crypto Roundup - 29 May 2020

圖片
Facebook CEO Mark Zuckerberg has explained during a shareholder meeting how the social media giant will make money with the Libra cryptocurrency project that is expected to launch later this year. BitClave, an Ethereum-based search engine funded via an initial coin offering in 2017, has agreed to pay back its nearly 10,000 investors a total of $25.5 million it raised at the time, in a settlement agreement with the U.S. Securities and Exchange Commission. U.S.-based cryptocurrency exchange Gemini has revealed it has been integrated into Samsung's cryptocurrency wallet, which is available for select Galaxy smartphones. The integration is for users in North America. Top stories in the Crypto Roundup today: Libra Can Boost Facebook's Ad Revenue, CEO Mark Zuckerberg Says Ethereum-Based Search Engine to Pay Back $25 Million in Settlement With SEC Samsung Blockchain Wallet Offers Integration With Gemini Exchange in North America At the time of writing,  bitcoin (...
閱讀完整內容