“飙升的电费”成为美国中选焦点,AI数据中心站上“政治火山口”

华尔街见闻
Jan 18

美国电力成本自2020年来累计上涨约38%,随着中期选举临近,两党政客将电价上涨作为选民痛点。数据中心因其巨大的电力消耗成为众矢之的,高盛建议投资者对冲"人工智能政治化"风险,并建议做多非科技和非AI公司中通过实施AI提高生产率的企业,做多除谷歌外的Mag5,做多AI波动率。电力成本飙升正在演变为美国政治议程中的核心议题,其涨幅已超越其他类型通胀,并在中期选举前将公用事业账单推至政治话语中心。...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10