美股异动|短期数据中心建设或暂缓?AI基础设施概念集体下挫,英伟达跌超5%

格隆汇
Yesterday
存储、光通信、AI芯片、云厂商等AI基础设施概念集体下挫,闪迪、应用光电、NEBIUS均跌超13%,AMD、希捷科技、西部数据、Lumentum均跌超12%,美光科技跌超10%,高通、SK海力士、康宁、迈威尔科技均跌超9%,英特尔、Coreweave均跌超8%,英伟达、博通跌超5%。此外,费城半导体指数大跌超7%。 消息面上,高盛发表研报指,民主党已赢得美国众议院及参议院多数,且多数优势远大于预期。在联邦层面,选举结果较不可能改变数据中心及人工智能监管前景,因相关立法仍需两党支持才能在参议院通过并克服否决;但民主党在州及地方层面的胜选,料将导致短期数据中心暂缓令,或影响美国约45%已规划的数据中心产能扩张,当中德州单独约占25%。 大摩亦指出,新当选官员推动的州级规则可能进一步分化美国,使部分地区对新建数据中心持开放态度,而另一些地区则不允许此类项目落地。真正能够对项目形成约束的关键杠杆,包括电网并网、大型负荷电价设计、选址以及税收减免,几乎完全掌握在州级监管委员会、州议会和县级委员会手中。考虑到德州州长可以通过多个监管机构参与新数据中心项目的审批,大摩认为,许多项目可能面临大幅延期的风险。(格隆汇)

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