---
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**

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