金吾财讯 | 煤炭股走低，绿领控股（00061）跌8.28%，弘海高新资源（00065）跌7.81%，兖煤澳大利亚（03668）跌5.13%，力量发展（01277）跌3.77%，兖矿能源（01171）跌3.66%，蒙古能源（00276）跌3.12%，中国神华（01088）跌2.75%，中煤能源（01898）跌2.23%，金马能源（06885）跌1.82%。市场预期，美国算力用电新增需求投放节奏放缓，数据中心远期用电、火电及煤炭增量预期下修；存量已获批项目推进相对确定，规划阶段新项目承压明显。摩根大通在11月4日北美信用研究报告中指出，民主党在众议院和参议院取得控制权，并在得克萨斯州、佐治亚州、新墨西哥州和内华达州等关键数据中心州赢得州长选举。意味着，数据中心开发商面临更高审批门槛、更长建设周期和更复杂的地方政治约束。摩根大通称，“蓝色浪潮”对数据中心和电力行业具有深远影响。州长竞选平台尤其值得关注，因为当选后的政策转向通常不会立即偏离竞选承诺。
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