高盛：AI开启欧洲耗电新拐点 公用事业巨头们迎“估值扩张”浪潮

Core Insights - Goldman Sachs reports that European utility giants, which are undervalued in the context of electricity supply and water resource networks, will significantly benefit from the unprecedented global AI boom and the ongoing trend of electrification [1] Group 1: Electricity Demand Trends - Over the past fifteen years, European electricity demand has faced severe external shocks, resulting in a cumulative decrease of approximately 10% since 2008 [1] - Goldman Sachs anticipates a complete reversal of this trend, projecting that the rapid expansion of data centers and the acceleration of electrification will drive European electricity demand to increase by at least 40%-50% over the next decade [1]