
A | 人工智能基础设施的无休止扩张,正引发美国选民的强烈反对,这可能在美国中期选举前给市场上备受青睐的人工智能交易带来政治风险。 巴克莱银行股票战术策略团队周二(8月25日)表示,越来越多的华尔街策略师警告称,市场可能忽视了与11月大选相关的人工智能行业风险。 包括Jenny Yang和Alex Altmann在内的策略师在致客户的一份报告中写道,“数据中心的建设正使人工智能从一个抽象的技术话题,转变为一个切实影响生活成本的问题,使对于那些直接接触人工智能程度有限的选民而言,更高的电费、供水压力以及社区内工业设施的兴建,都使得这一问题变得极为重要。 (ECNS) – Suifenhe, a long-established border port for trade with Russia in Heilongjiang Province, reported strong growth in vehicle exports on Saturday, shipping 46,900 vehicles between January and July 2026, up 119.2% year on year. Executives at companies based in the zone reported a sharp rise in visiting clients, with many corporate buyers from Russia's Far East and Siberia crossing the border to choose vehicles in person. Local vehicle registration authorities have shortened processing times, allowing buyers to inspect cars and complete the paperwork in a single day. The zone now has a dedicated 30,000-square-meter vehicle yard and bonded maintenance workshops in operation, letting large consignments be stored on site under bonded arrangements. A model combining bonded display with guaranteed clearance on exit has also taken effect, so buyers can inspect vehicles and place orders without leaving the park. Policy support, including a pilot scheme for used-car exports and free trade zone measures, has combined with expanded China-Russia visa exemptions to make travel easier for overseas buyers. Suifenhe Customs and border inspection authorities have also streamlined clearance, offering customs processing, inspection, and release around the clock and on demand. Several departments have set up a one-stop service platform. The full logistics cycle, from a vehicle entering the zone to delivery at a Russian overseas warehouse, now takes as little as 10 days, and logistics costs are 30% lower than through conventional channels. (By Helen Mo & intern Xu Wenda)
。” 巴克莱策略师团队认为,选民的抵制情绪将推动对人工智能基础设施的更严格审查,政策压力主要集中在数据中心监管方面。 此外,Evercore ISI 和 BCA Research 的分析师也指出,全国范围内电力消耗巨大的数据中心建设热潮,已成为一个敏感的选举议题,令两大主要政党的选民感到疲惫,因为他们对不断上涨的公用事业账单日益厌倦。

B | 早些时候,美国银行曾在一份报告中指出,共和党在中期选举中的强劲表现将成为推动美股“大幅反弹”的催化剂。由美银的Michael Hartnett领导的团队写道,若特朗普所属政党在11月3日表现强劲,且Greg Abbott在得州成功连任,对人工智能交易将尤为利好。 然而巴克莱的团队对这一观点反驳道,目前并未看到人工智能交易有任何“渐进式积极催化剂”,无论结果如何,他们指出,中期选举前,投资市场的表现历史上一直较为疲软。 策略师们表示,“投资者不应认为,在当前快速推进人工智能应用且政治环境宽松并共存的背景下,这种状况将无限期地持续下去。”
(文章来源:财联社)。
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