<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>

全球清潔能源 ETF - Invesco

1685

YieldCo&可再生能源 ETF

<p>一個世代的盈利超級週期歐洲正面臨第二次能源危機，但這次的催化劑不是地緣政治，而是計算能力。人工智能代理正在推動電力需求的結構性激增，加速電氣化，並迫使進行 2 萬億歐元的投資週期。電力需求預計將超過所有其他能源來源，使公用事業和可再生能源處於可能成為世代盈利超級週期的中心。電力需求的拐點</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

全球清潔能源 ETF - iShares

Global X Wind Energy ETF

SPDR MSCI World Utilities UCITS ETF

WisdomTree Energy

人工智能代理引發歐洲 2 萬億歐元的權力爭奪