<p>人工智能革命正在迅速變化。那些為此做好準備的投資者將會抓住下一個非凡收益的浪潮。</p>
<p>2023-2025 年是人工智能軟件主導的時代：大型科技公司（如 AMZN、META、MSFT 等）和軟件即服務（SaaS）在這一領域佔據主導地位。在此期間，MAG-7 的表現遠超標普 500 指數。</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）為代表的 SaaS 人工智能相關公司的表現更為顯著，相較於更廣泛的市場，其股價呈現出拋物線式的增長！</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 年第三季度以來，這些趨勢已經停滯，因為人工智能革命正在轉向下一個主要主題。實際上，自九月份以來，MAG-7 的表現幾乎沒有變化。曾經的市場領頭羊現在變成了死錢！</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 這樣的前人工智能 SaaS 公司也遭遇了嚴重的下滑！</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>人工智能革命結束了嗎？</p>
<p>遠未結束。它只是正在向下一個階段演變，這一階段由新的市場領袖驅動，特別是 <strong>能源</strong>。實際上，能源現在是整個人工智能行業的瓶頸。</p>
<p>根據 Bloom Energy 的 <strong>2026 數據中心電力報告，超過</strong> <strong>50% 的新數據中心校園</strong> 將在 2035 年前超過 <strong>500 MW 的能源需求</strong>，而近 <strong>三分之一將超過 1 GW</strong>。換句話説，每個 1 GW 的校園將提供與舊金山市相當的電力！</p>
<p>那麼，人工智能到底需要多少能源？</p>
<p>根據 <strong>Hamm Institute for American Energy</strong> 的一份報告，到 2030 年代初，美國將需要額外的 1,000 太瓦時（TWh）數字需求。為了滿足這一需求，美國需要建設 75-100 GW 的發電能力。</p>
<p>這大約是紐約市在夏季最熱的日子裏消耗的能源的 10 倍！</p>
<p>簡單來説，如果你在尋找下一個人工智能的重大趨勢，你需要遠離 MAG-7 的大型科技公司，開始關注能源。實際上，顯示能源（XLE）與科技（XLK）比例的圖表剛剛突破了多年的下行趨勢。</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>再次強調，這裏有鉅額的利潤可圖。如果你在尋找有人幫助你獲利，我可以告訴你如何做到。</p>
<hr/>
<p><em>更多來自此作者的文章：</em></p>
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<p>AI 革命正在發展，能源成為一個關鍵因素。到 2035 年，AI 將需要 1000 太瓦時的數字需求，這需要 75-100 吉瓦的新能量容量——是紐約市峯值消費的 10 倍。焦點正從傳統科技巨頭轉向能源投資，因為能源 ETF（XLE）突破了四年的整合。投資者應轉向能源，以利用這一趨勢，因為 AI 行業的下一個階段正在展開</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變化。那些為此做好準備的投資者將會抓住下一個非凡收益的浪潮。</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 年是人工智能軟件主導的時代：大型科技公司（如 AMZN、META、MSFT 等）和軟件即服務（SaaS）在這一領域佔據主導地位。在此期間，MAG-7 的表現遠超標普 500 指數。</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）為代表的 SaaS 人工智能相關公司的表現更為顯著，相較於更廣泛的市場，其股價呈現出拋物線式的增長！</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 年第三季度以來，這些趨勢已經停滯，因為人工智能革命正在轉向下一個主要主題。實際上，自九月份以來，MAG-7 的表現幾乎沒有變化。曾經的市場領頭羊現在變成了死錢！</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 這樣的前人工智能 SaaS 公司也遭遇了嚴重的下滑！</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>人工智能革命結束了嗎？</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>遠未結束。它只是正在向下一個階段演變，這一階段由新的市場領袖驅動，特別是 <strong>能源</strong>。實際上，能源現在是整個人工智能行業的瓶頸。</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>根據 Bloom Energy 的 <strong>2026 數據中心電力報告，超過</strong> <strong>50% 的新數據中心校園</strong> 將在 2035 年前超過 <strong>500 MW 的能源需求</strong>，而近 <strong>三分之一將超過 1 GW</strong>。換句話説，每個 1 GW 的校園將提供與舊金山市相當的電力！</p>
</div><p>So just how much energy will AI need?</p>
<div class="lb-trans"><p>那麼，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>根據 <strong>Hamm Institute for American Energy</strong> 的一份報告，到 2030 年代初，美國將需要額外的 1,000 太瓦時（TWh）數字需求。為了滿足這一需求，美國需要建設 75-100 GW 的發電能力。</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>這大約是紐約市在夏季最熱的日子裏消耗的能源的 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>簡單來説，如果你在尋找下一個人工智能的重大趨勢，你需要遠離 MAG-7 的大型科技公司，開始關注能源。實際上，顯示能源（XLE）與科技（XLK）比例的圖表剛剛突破了多年的下行趨勢。</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>再次強調，這裏有鉅額的利潤可圖。如果你在尋找有人幫助你獲利，我可以告訴你如何做到。</p>
</div><hr/>
<div class="lb-trans"><hr/>
</div><p><em>More By This Author:</em></p>
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到 2035 年，人工智能將消耗紐約市 10 倍的能源