---
title: "在人工智能时代，私募股权从软件领域转向发电厂"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/286834420.md"
description: "一个财团以 384 亿美元收购 AES，标志着私募股权投资重点从软件转向电力生产和基础设施投资的重大转变。数据中心的增长正在增加电力需求，使公用事业和输电基础设施成为人工智能的关键间接受益者。利率上升和对人工智能的不确定性促使公司转向受监管的长期收益资产，如能源基础设施"
datetime: "2026-05-19T01:01:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286834420.md)
  - [en](https://longbridge.com/en/news/286834420.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286834420.md)
---

# 在人工智能时代，私募股权从软件领域转向发电厂

Mega utility buyout: A $38.4 billion take-private of AES by a consortium marks a major shift toward power generation and infrastructure investments. AI fuels demand: Data center growth is boosting electricity needs, making utilities and transmission infrastructure prime indirect AI plays. Shift from software: Rising rates and AI uncertainty are pushing firms toward regulated, long-term yield assets like energy infrastructure.

### 相关股票

- [AES.US](https://longbridge.com/zh-CN/quote/AES.US.md)
- [JXI.US](https://longbridge.com/zh-CN/quote/JXI.US.md)
- [GRID.US](https://longbridge.com/zh-CN/quote/GRID.US.md)
- [VPU.US](https://longbridge.com/zh-CN/quote/VPU.US.md)
- [XLU.US](https://longbridge.com/zh-CN/quote/XLU.US.md)

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