机构:中期选举结果凸显反数据中心声浪升高,间接为苹果带来助力

格隆汇
Nov 05
苹果隔夜盘中再创历史新高,最终收涨5.3%,创2025年5月以来最大单日涨幅,报349.51美元,总市值达5.08万亿美元。Equity Armor Investments执行长Luke Rahbari表示,苹果股价飙升主要受到整体市场环境带动,而非本身出现特定利多。民主党在期中选举大胜后,纳斯达克综合指数及其他主要指数周三同步上涨,显示华尔街认为分裂政府可能减少监管政策意外,并抑制美国公债收益率。 Rahbari认为,选举结果也凸显地方政府与居民反对数据中心的声浪升高,这间接为苹果带来助力。他解释称,苹果的获利不依赖于兴建数据中心。如果AI建设放缓,甚至可能缓解记忆体芯片成本上升对苹果利润率造成的压力,不过苹果目前仍预期记忆体价格将持续上涨。

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