数据中心冲击消费?AI影响美国中选格局,原因是:电价!

华尔街见闻
Nov 02, 2025

数据中心潮导致的电价飙升正成为美国消费者和企业的沉重负担,并迅速演变为一个关键的政治议题。从新泽西州的州长竞选到弗吉尼亚州的国会席位争夺,不断上涨的电力成本正在重塑选民的投票意向。 据美国能源信息署(EIA)数据,今年1月-9月,美国居民电价已累计上涨约10%。涨幅最高的地区多为民主党主导,据高盛研报,马里兰州、特拉华、加利福尼亚等州过去三年电费涨幅达29%。 电价与食品价格及其他通胀因素交织,...

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