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能源基金起飛,仲可以上車嗎?

今年來,全球能源進入短缺加劇狀態,煤炭、原油和天然氣等為代表的能源價格均出現大幅上漲,不少能源基金隨之起飛。以$BGF World Energy Fund (LU0788109394.MF)$$Franklin Natural Resources Fund (LU0300736062.MF)$ Show More
今年來,全球能源進入短缺加劇狀態,煤炭、原油和天然氣等為代表的能源價格均出現大幅上漲,不少能源基金隨之起飛。以$BGF World Energy Fund (LU0788109394.MF)$
為例,年初至今漲幅都超過了30%;但也有讓牛友操碎了心,去年堪稱王者而今年表現相對平平的$BNP Paribas Funds Clean Energy Solutions (LU0823414478.MF)$
。牛友們,你認為當前能源基金還能上車嗎?不同能源基金如何挑選?
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    Regarding the topic 'Is the energy fund taking off, can we still get on board?', since it mentions the energy fund here, it is necessary to start with a simple classification of 'energy', that is, traditional energy and new energy. Traditional energy, also known as conventional energy, refers to widely producible and usable resources such as coal, oil, and natural gas, while new energy refers to energy sources such as solar energy, wind energy, and nuclear energy developed and utilized with emerging technologies. In fact, traditional energy and new energy are relative concepts. With the development of technology, new energy will also be included in conventional energy, and new batches of new energy will be discovered. In the long run, on the one hand, most of the traditional energy sources are non-renewable resources, and after many years of development, most energy sources have become scarce. On the other hand, with the global trend of carbon neutrality and ESG investing, the substitution of new energy for traditional energy in the future is definitely a development trend. However, in the short term, traditional energy will still dominate the energy structure. Currently, global inflation issues remain severe, and prices of bulk commodities and raw materials are soaring. The future development is still under observation. Meanwhile, the demand for resources continues to expand after the northern hemisphere enters the winter season. Currently, the global economy is still shrouded in the shadow of the pandemic, and supply-demand imbalances are bound to cause price fluctuations.
    So, from an investment perspective, energy sector funds can actually be invested in at any time, just differentiate whether it is a long-term new energy vehicle or a traditional energy vehicle. Referring to the topic $BGF World Energy Fund (LU0788109394.MF)$
    Investing in new energy is the trend, but traditional energy is still King in the short term.
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