数据中心建设放缓支撑微软亚马逊表现

链捕手
Nov 06

ChainCatcher 消息,美国中期选举中,41 项限制数据中心建设的公投中有 40 项预计通过。尽管微软和亚马逊大力投资数据中心,但分别下跌约 2.5% 和 1.5%,跌幅低于其他相关企业。

市场认为建设放缓有助于降低资本支出压力,改善自由现金流。需关注民主党掌控国会后的监管议程及地方政策落实。

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