---
title: "人工智能代理引发欧洲 2 万亿欧元的权力争夺"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/284354426.md"
description: "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"
datetime: "2026-04-28T09:47:22.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/284354426.md)
  - [en](https://longbridge.com/en/news/284354426.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/284354426.md)
---

# 人工智能代理引发欧洲 2 万亿欧元的权力争夺

## **A generational earnings super-cycle**

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.

## **Inflection in power demand**

### 相关股票

- [PBD.US](https://longbridge.com/zh-CN/quote/PBD.US.md)
- [1685.JP](https://longbridge.com/zh-CN/quote/1685.JP.md)
- [RNRG.US](https://longbridge.com/zh-CN/quote/RNRG.US.md)
- [RNEW.US](https://longbridge.com/zh-CN/quote/RNEW.US.md)
- [XLUS.UK](https://longbridge.com/zh-CN/quote/XLUS.UK.md)
- [RNWZ.US](https://longbridge.com/zh-CN/quote/RNWZ.US.md)
- [GXPE.US](https://longbridge.com/zh-CN/quote/GXPE.US.md)
- [INRG.UK](https://longbridge.com/zh-CN/quote/INRG.UK.md)
- [WNRG.UK](https://longbridge.com/zh-CN/quote/WNRG.UK.md)
- [ICLN.US](https://longbridge.com/zh-CN/quote/ICLN.US.md)
- [WNDY.US](https://longbridge.com/zh-CN/quote/WNDY.US.md)
- [WUTI.UK](https://longbridge.com/zh-CN/quote/WUTI.UK.md)
- [AIGE.UK](https://longbridge.com/zh-CN/quote/AIGE.UK.md)

## 相关资讯与研究

- [税收抵免政策到期，美国风电光伏项目面临风险](https://longbridge.com/zh-CN/news/286674580.md)
- [中金：AI 与电力双向赋能 建议关注储能、智能调度软件等环节](https://longbridge.com/zh-CN/news/286873039.md)
- [由于人工智能推动的电力繁荣，太阳能预计将在 2032 年超过煤炭](https://longbridge.com/zh-CN/news/286954888.md)
- [中东局势未明之际投资者保持谨慎 日本 30 年期国债拍卖需求低迷](https://longbridge.com/zh-CN/news/281839550.md)
- [美国风能刚刚经历了一次大幅回升——2026 年可能会更加显著](https://longbridge.com/zh-CN/news/283567843.md)