<div id="readability-page-1"><div><div><h2><strong>A generational earnings super-cycle</strong></h2><p>Europe is heading into a second energy crunch, but this time the catalyst isn’t geopolitics, it’s compute. AI agents are driving a structural surge in electricity demand, accelerating electrification and forcing a €2 trillion investment cycle. Power demand is set to outpace all other energy sources, positioning utilities and renewables at the center of what could become a generational earnings supercycle.</p><h2><strong>Inflection in power demand</strong></h2></div></div></div>

全球清洁能源 ETF - Invesco

1685

YieldCo&可再生能源 ETF

<p>一个世代的盈利超级周期欧洲正面临第二次能源危机，但这次的催化剂不是地缘政治，而是计算能力。人工智能代理正在推动电力需求的结构性激增，加速电气化，并迫使进行 2 万亿欧元的投资周期。电力需求预计将超过所有其他能源来源，使公用事业和可再生能源处于可能成为世代盈利超级周期的中心。电力需求的拐点</p>

AI Agents Trigger Europe’s €2 Trillion Power Grab

ZeroHedge

WisdomTree, Inc.

Vaneck Green Infrastructure ETF

Invesco Utilities S&P US Select Sector UCITS ETF

Trueshares Eagle Global Renewable Energy Income ETF

Global X PureCap MSCI Energy ETF

iShares Global Clean Energy UCITS ETF

SPDR MSCI World Energy UCITS ETF

全球清洁能源 ETF - iShares

Global X Wind Energy ETF

SPDR MSCI World Utilities UCITS ETF

WisdomTree Energy

人工智能代理引发欧洲 2 万亿欧元的权力争夺