AI交易遭遇“政治反噬”!美国选民“反数据中心”情绪蔓延 华尔街定价美股回调风险

智通财经
Aug 18
【AI交易遭遇“政治反噬”!美国选民“反数据中心”情绪蔓延 华尔街定价美股回调风险】智通财经APP获悉,针对人工智能(AI)以及运行AI所需数据中心的反对情绪,正逐渐成为一个极其敏感的选举议题,以至于华尔街不得不将这一因素纳入其股市投资建议之中。上周,美国银行策略师告诉客户,如果共和党在11月的中期选举中取得强劲表现,美国股市将“暴涨”。由迈克尔·哈特内特领衔的美银策略师团队尤其关注得克萨斯州州长格雷格·阿博特的连任,并警告称,如果民主党控制参议院以及得克萨斯州州长职位,可能导致股市明年下跌超过10%,达到技术意义上的“回调”标准。此前,Evercore ISI和BCA Research也曾警告称,围绕AI的民粹主义反应可能给股市带来麻烦。

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