The twilight of the internal combustion engine, the reason why the pri…
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작성자 playbbs 작성일 26-06-07 21:23 조회 552 댓글 0본문
The twilight of the internal combustion engine, the reason why the pride of the ‘tank corps’ was pushed out of the stock market
Created date: June 07, 2026 | IT/media specialist current affairs critic column
Porsche and Volkswagen, which were called the heart of the German automobile industry, experienced the humiliation of being kicked out of DAX, the blue chip stock index. How did the kings of the internal combustion engine, who dominated an era, end up being pushed out by the wave of a new era called ‘AI infrastructure’?
Recently, Germany's Frankfurt Stock Exchange decided to exclude Porsche Holding Company (Porsche SE) from the DAX index and include construction company Hochtiff in its place. This goes beyond a simple stock change and symbolically shows that the global industry paradigm has shifted from engines to data. The stock prices of Porsche and Volkswagen, which peaked amid optimism about the transition to electric vehicles in 2021, have fallen by a third in five years, receiving a dismal report card.
On the other hand, the rise of Hochtieff, who newly entered the blue-chip stock index, is dazzling. This company is a key partner in building data centers for big tech companies, including Meta, and has directly benefited from the AI boom, with its stock price soaring more than 200% over the past year. Unlike automobile manufacturers, which are unable to keep up with the pace of the transition to electrification and are suffering from the triple whammy of sluggish sales in the Chinese market and tariff risks from the United States, companies building infrastructure for the data era have emerged as new players in the stock market.
Meanwhile, the temperature difference within the automobile market is also stark. Although Porsche is struggling in the stock market, it is quenching the thirst of enthusiasts by maintaining the brand's unique ‘raw’ sensibility through high-performance internal combustion engine models such as the Panamera GTS. However, the fact that such technological pride and emotional value move independently from the market's harsh evaluation of stock prices clearly reveals the dilemma currently facing the automobile industry.
■ Conclusion and analysis outlook
The glory of Germany's automotive industry still shines on the roads, but capital markets no longer give more credit to future growth engines such as AI and data infrastructure than to its past reputation. In the end, traditional powerhouses that cannot keep up with the pace of technological change are now at a crossroads where they must take a step back from the center of the market and seek new survival strategies.
* This post is an analysis column that is automatically recreated in the style of a current affairs critic's commentary by analyzing real-time Google Trends popular search terms and related major articles.
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