强者恒强 美国中期选举提振大型云服务商股价

格隆汇
Nov 05
美国中期选举后,民主党赢得众议院和参议院控制权,市场政策不确定性下降,科技股周三普遍上涨。亚马逊(AMZN.O)盘中涨约8%,谷歌(GOOG.O)涨逾6%,微软(MSFT.O)涨逾7%,Meta涨约3%,苹果涨近7%。摩根大通资产管理全球首席策略师戴维·凯利认为,共和党执政白宫、民主党控制国会的格局可能有助于缓和经济增长和通胀压力,降低市场不确定性。与此同时,AI数据中心建设面临监管收紧风险。41项相关地方公投中,有40项结果不利于数据中心建设。不过,分析人士认为,监管门槛提高反而可能强化大型云服务商的竞争优势。亚马逊、微软和谷歌等大型云服务商资金实力雄厚,具备成熟的数据中心建设和运营能力,而新兴AI云服务商面临更大压力。周三,新兴AI云服务商Coreweave(CRWV.O)股价下跌约10%。麦格理分析师认为,资金充足、已落实电力供应且具备项目建设能力的企业更具优势,AI基础设施投资需求并未因此消失。

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