AI與私募雙引擎：標普道瓊斯揭示指數投資的未來遊戲規則
標普道瓊斯指數專家揭示，人工智慧(AI)與私募市場正如何重塑指數的編製規則。這對您的ETF及被動式投資策略意味著什麼？
您投資的指數，還能跟上時代的腳步嗎？根據《日經》報導，全球金融市場的度量衡制定者——標普道瓊斯指數公司（S&P Dow Jones Indices）的專家指出，人工智慧（AI）與私募市場正成為推動指數編製方式發生「巨大轉變」的兩大引擎。這意味著，投資人賴以維生的被動式投資，其核心規則正在被改寫。
AI驅動：指數編製的典範轉移
標普道瓊斯指數的專家葉強（Jason Ye）於2025年12月26日在東京表示，「AI不僅是全球關鍵的投資主題，更促使指數的建構方式發生巨大轉變。」傳統指數多半依賴市值或固定財務指標，但AI的導入，讓分析師能處理新聞、社群輿情等非結構化數據，從而設計出更具前瞻性的指數。這也將直接影響追蹤指數的ETF（指數股票型基金）等產品，其選股邏輯可能將出現根本性的變化。
另一戰線：私募市場的巨大潛力
除了AI，私募市場也被視為指數供應商的下一個藍海。過去，投資未上市公司是專業機構的專屬領域，但如今，隨著標普等公司開始探索為此類市場提供基準指標，可望為更廣泛的投資者打開大門。專家認為，這既為指數公司提供了新的業務途徑，也將加劇同業之間的競爭。
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