美国中期选举显示,选民对数据中心建设持反对态度,41项限制数据中心建设的地方公投中,有40项预计获得通过。尽管微软(MS

智通财经
Nov 06
美国中期选举显示,选民对数据中心建设持反对态度,41项限制数据中心建设的地方公投中,有40项预计获得通过。尽管微软(MSFT.US)和亚马逊(AMZN.US)均大力投资数据中心,但目前分别下跌约2.5%和1.5%,跌幅明显低于AI云计算企业、数据中心设备及电力供应商等产业链个股,显示大型科技公司相对具备韧性。市场认为,数据中心巨额资本开支、芯片及供应链成本过高,投资回报尚不足以证明持续扩张的合理性,建设放缓有助于降低资本支出压力,改善自由现金流。后续需关注民主党掌控国会后的AI及数据中心监管议程,以及得克萨斯州和俄亥俄州新任民主党州长如何落实限制数据中心建设的竞选主张。

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