---
title: "人工智能代理引發歐洲 2 萬億歐元的權力爭奪"
type: "News"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/284354426.md"
description: "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"
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)
---

# 人工智能代理引發歐洲 2 萬億歐元的權力爭奪

## **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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