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巴克莱:数据中心无休止建设正惹恼美国选民 AI交易或面临政治风险_我的网站

洛丽塔

一 |     MOSCOW -- The lower house of the Russian parliament on Tuesday gave preliminary approval to a bill revoking the ratification of a global nuclear test ban in what Moscow has described as a move to put itself on par with the United States.The State Duma voted unanimously to rescind the ratification of the Comprehensive Nuclear Test Ban Treaty known as the CTBT, in the first of three required readings. The final vote is scheduled for later this week.The vote follows a statement from Russian President Vladimir Putin, who warned earlier this month that Moscow could revoke its 2000 decision to ratify the bill to “mirror" the stand taken by the United States, which has signed but not ratified the nuclear test ban.Speaking during Tuesday's session, Duma speaker Vyacheslav Volodin said the Russian move was a response to what he described as the U.S. “boorish attitude to performing its obligations to ensure global security."“They thought about themselves as hegemons, proponents of a unilateral world,” Volodin said. “Today's decision will ring the bell for them.”The CTBT, adopted in 1996, bans all nuclear explosions anywhere in the world, although it has never fully entered into force. In addition to the U.S., it is yet to be ratified by China, India, Pakistan, North Korea, Israel, Iran and Egypt.There are widespread concerns that Russia could move to resume nuclear tests to try to discourage the West from continuing to offer military support to Ukraine. Many Russian hawks have spoken in favor of resumption.Putin has noted that while some experts have talked about the need to conduct nuclear tests, he hasn’t yet formed an opinion on the issue.Russia’s Deputy Foreign Minister Sergei Ryabkov said last week that Moscow will continue to respect the ban and will only resume nuclear tests if Washington does it first.。      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。”  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。  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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Published on:03:21:31


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