<p>人工智能革命正在迅速变化。那些为此做好准备的投资者将会抓住下一个非凡收益的浪潮。</p>
<p>2023-2025 年是人工智能软件主导的时代：大型科技公司（如 AMZN、META、MSFT 等）和软件即服务（SaaS）在这一领域占据主导地位。在此期间，MAG-7 的表现远超标普 500 指数。</p>
<p><img src="https://imageproxy.pbkrs.com/https://gainspainscapital.com/wp-content/uploads/2026/02/GPC210261.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://gainspainscapital.com/wp-content/uploads/2026/02/GPC210261.png"/></p>
<p>以 Palantir（PLTR）为代表的 SaaS 人工智能相关公司的表现更为显著，相较于更广泛的市场，其股价呈现出抛物线式的增长！</p>
<p><img src="https://imageproxy.pbkrs.com/https://gainspainscapital.com/wp-content/uploads/2026/02/GPC210262.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://gainspainscapital.com/wp-content/uploads/2026/02/GPC210262.png"/></p>
<p>然而，自 2025 年第三季度以来，这些趋势已经停滞，因为人工智能革命正在转向下一个主要主题。实际上，自九月份以来，MAG-7 的表现几乎没有变化。曾经的市场领头羊现在变成了死钱！</p>
<p><img src="https://imageproxy.pbkrs.com/https://gainspainscapital.com/wp-content/uploads/2026/02/GPC210263.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://gainspainscapital.com/wp-content/uploads/2026/02/GPC210263.png"/></p>
<p>而像 PLTR 和 CRWD 这样的前人工智能 SaaS 公司也遭遇了严重的下滑！</p>
<p><img src="https://imageproxy.pbkrs.com/https://gainspainscapital.com/wp-content/uploads/2026/02/GPC210264.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://gainspainscapital.com/wp-content/uploads/2026/02/GPC210264.png"/></p>
<p>人工智能革命结束了吗？</p>
<p>远未结束。它只是正在向下一个阶段演变，这一阶段由新的市场领袖驱动，特别是 <strong>能源</strong>。实际上，能源现在是整个人工智能行业的瓶颈。</p>
<p>根据 Bloom Energy 的 <strong>2026 数据中心电力报告，超过</strong> <strong>50% 的新数据中心校园</strong> 将在 2035 年前超过 <strong>500 MW 的能源需求</strong>，而近 <strong>三分之一将超过 1 GW</strong>。换句话说，每个 1 GW 的校园将提供与旧金山市相当的电力！</p>
<p>那么，人工智能到底需要多少能源？</p>
<p>根据 <strong>Hamm Institute for American Energy</strong> 的一份报告，到 2030 年代初，美国将需要额外的 1,000 太瓦时（TWh）数字需求。为了满足这一需求，美国需要建设 75-100 GW 的发电能力。</p>
<p>这大约是纽约市在夏季最热的日子里消耗的能源的 10 倍！</p>
<p>简单来说，如果你在寻找下一个人工智能的重大趋势，你需要远离 MAG-7 的大型科技公司，开始关注能源。实际上，显示能源（XLE）与科技（XLK）比例的图表刚刚突破了多年的下行趋势。</p>
<p><img src="https://imageproxy.pbkrs.com/https://gainspainscapital.com/wp-content/uploads/2026/02/GPC2102265.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://gainspainscapital.com/wp-content/uploads/2026/02/GPC2102265.png"/></p>
<p>而能源 ETF（XLE）正在垂直上升……突破了四年的整合期。</p>
<p><img src="https://imageproxy.pbkrs.com/https://gainspainscapital.com/wp-content/uploads/2026/02/GPC210266-1.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://gainspainscapital.com/wp-content/uploads/2026/02/GPC210266-1.png"/></p>
<p>再次强调，这里有巨额的利润可图。如果你在寻找有人帮助你获利，我可以告诉你如何做到。</p>
<hr/>
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<p>AI 革命正在发展，能源成为一个关键因素。到 2035 年，AI 将需要 1000 太瓦时的数字需求，这需要 75-100 吉瓦的新能量容量——是纽约市峰值消费的 10 倍。焦点正从传统科技巨头转向能源投资，因为能源 ETF（XLE）突破了四年的整合。投资者应转向能源，以利用这一趋势，因为 AI 行业的下一个阶段正在展开</p>

<p>The AI revolution is changing rapidly. And those investors who are properly positioned for it will catch the next wave of extraordinary gains.</p>
<div class="lb-trans"><p>人工智能革命正在迅速变化。那些为此做好准备的投资者将会抓住下一个非凡收益的浪潮。</p>
</div><p>2023-2025 were the years of AI <em>software</em> dominance: the time in which Big Tech hyperscalers (AMZN, META, MSFT, etc.) and software as a service (Saas) plays dominated the space. The MAG-7 outperformed the S&amp;P 500 by a wide margin throughout this period.</p>
<div class="lb-trans"><p>2023-2025 年是人工智能软件主导的时代：大型科技公司（如 AMZN、META、MSFT 等）和软件即服务（SaaS）在这一领域占据主导地位。在此期间，MAG-7 的表现远超标普 500 指数。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://gainspainscapital.com/wp-content/uploads/2026/02/GPC210261.png" alt="" original-src="https://gainspainscapital.com/wp-content/uploads/2026/02/GPC210261.png"/></p>
<p>The outperformance of SaaS AI-centric plays was even more dramatic with market leaders like Palantir (PLTR) going parabolic relative to the broader market!</p>
<div class="lb-trans"><p>以 Palantir（PLTR）为代表的 SaaS 人工智能相关公司的表现更为显著，相较于更广泛的市场，其股价呈现出抛物线式的增长！</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://gainspainscapital.com/wp-content/uploads/2026/02/GPC210262.png" alt="" original-src="https://gainspainscapital.com/wp-content/uploads/2026/02/GPC210262.png"/></p>
<p>However, since 3Q25, these trends have stalled out as the AI revolution shifts towards its next major theme. Indeed, the MAG-7 have effectively gone nowhere since September. The former market leaders are now dead money!</p>
<div class="lb-trans"><p>然而，自 2025 年第三季度以来，这些趋势已经停滞，因为人工智能革命正在转向下一个主要主题。实际上，自九月份以来，MAG-7 的表现几乎没有变化。曾经的市场领头羊现在变成了死钱！</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://gainspainscapital.com/wp-content/uploads/2026/02/GPC210263.png" alt="" original-src="https://gainspainscapital.com/wp-content/uploads/2026/02/GPC210263.png"/></p>
<p>And former AI-SaaS plays like PLTR and CRWD have broken down badly!</p>
<div class="lb-trans"><p>而像 PLTR 和 CRWD 这样的前人工智能 SaaS 公司也遭遇了严重的下滑！</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://gainspainscapital.com/wp-content/uploads/2026/02/GPC210264.png" alt="" original-src="https://gainspainscapital.com/wp-content/uploads/2026/02/GPC210264.png"/></p>
<p>Is the AI revolution over?</p>
<div class="lb-trans"><p>人工智能革命结束了吗？</p>
</div><p>Not by a long shot. It’s simply evolving to its next phase, which is being driven by new market leaders, specifically <strong>energy</strong>. Indeed, energy is now the bottleneck for the entire AI industry.</p>
<div class="lb-trans"><p>远未结束。它只是正在向下一个阶段演变，这一阶段由新的市场领袖驱动，特别是 <strong>能源</strong>。实际上，能源现在是整个人工智能行业的瓶颈。</p>
</div><p>According to Bloom Energy’s <strong>2026 Data Center Power Report, over</strong> <strong>50% of new data center campuses</strong> will exceed <strong>500 MW in energy by 2035</strong>, and nearly <strong>one-third will surpass 1 GW</strong>. To put that into perspective, each 1 GW campus will pwer as much electricity as the city of San Francisco!</p>
<div class="lb-trans"><p>根据 Bloom Energy 的 <strong>2026 数据中心电力报告，超过</strong> <strong>50% 的新数据中心校园</strong> 将在 2035 年前超过 <strong>500 MW 的能源需求</strong>，而近 <strong>三分之一将超过 1 GW</strong>。换句话说，每个 1 GW 的校园将提供与旧金山市相当的电力！</p>
</div><p>So just how much energy will AI need?</p>
<div class="lb-trans"><p>那么，人工智能到底需要多少能源？</p>
</div><p>According to a report by the <strong>Hamm Institute for American Energy, the U.S. will need an additional 1,000 Terawatt-hours (TWh)</strong> of digital demand by the early 2030s. To meet this demand, the U.S. will need to build 75–100 GW in energy generating capacity.</p>
<div class="lb-trans"><p>根据 <strong>Hamm Institute for American Energy</strong> 的一份报告，到 2030 年代初，美国将需要额外的 1,000 太瓦时（TWh）数字需求。为了满足这一需求，美国需要建设 75-100 GW 的发电能力。</p>
</div><p>This is roughly 10 TIMES the amount of energy the city of New York consumes during its hottest days of the summer!</p>
<div class="lb-trans"><p>这大约是纽约市在夏季最热的日子里消耗的能源的 10 倍！</p>
</div><p>Put simply, if you are looking for the next MAJOR trend for AI, you need to get away from the MAG-7 big tech and start looking at energy. Indeed, the chart showing the ration of Energy (XLE) to Tech (XLK) has just broken out of a multi-year downtrend.</p>
<div class="lb-trans"><p>简单来说，如果你在寻找下一个人工智能的重大趋势，你需要远离 MAG-7 的大型科技公司，开始关注能源。实际上，显示能源（XLE）与科技（XLK）比例的图表刚刚突破了多年的下行趋势。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://gainspainscapital.com/wp-content/uploads/2026/02/GPC2102265.png" alt="" original-src="https://gainspainscapital.com/wp-content/uploads/2026/02/GPC2102265.png"/></p>
<p>While the Energy ETF (XLE) is going vertical… breaking out of a FOUR YEAR consolidation period.</p>
<div class="lb-trans"><p>而能源 ETF（XLE）正在垂直上升……突破了四年的整合期。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://gainspainscapital.com/wp-content/uploads/2026/02/GPC210266-1.png" alt="" original-src="https://gainspainscapital.com/wp-content/uploads/2026/02/GPC210266-1.png"/></p>
<p>Again, there is BIG money to be made from this. And if you’re looking for someone to help you profit , I can show you how.</p>
<div class="lb-trans"><p>再次强调，这里有巨额的利润可图。如果你在寻找有人帮助你获利，我可以告诉你如何做到。</p>
</div><hr/>
<div class="lb-trans"><hr/>
</div><p><em>More By This Author:</em></p>
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</div>

到 2035 年，人工智能将消耗纽约市 10 倍的能源