[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dciobbb8fb2c":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dciobbb8fb2c","美股下周不确定因素：AI数据中心抵制浪潮走向分化，下周中期选举影响规划","\u002Fdoc\u002Fdciobbb8fb2c","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\n\u003C\u002Fp>\u003Cp>\u003Cspan>\u003Cspan>美股下周更多不确定的因素：\u003C\u002Fspan>AI\u003Cspan>数据中心抵制浪潮走向分化，下周的中期选举将影响\u003C\u002Fspan>2028\u003Cspan>年建设规划\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>2027 is largely locked in. 2028 is less secure: a prolonged Texas permit freeze is now the biggest single risk to the US buildout, and both parties are running on tighter rules\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>2027\u003Cspan>年的规划已基本敲定。\u003C\u002Fspan>2028\u003Cspan>年则存在变数\u003C\u002Fspan>: \u003Cspan>德克萨斯州长期冻结许可申请已成为美国建设规划面临的最大单一风险，且两党都在竞选中主张实施更严格的监管规则\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>2027\u003Cspan>年的数据中心热潮已在建设中，下周的中期选举现在也无法阻止它。在我们排名前\u003C\u002Fspan>20\u003Cspan>的州中，计划交付的\u003C\u002Fspan>33.8GW\u003Cspan>容量中约有四分之三已在施工，这也是为什么我们对\u003C\u002Fspan>10\u003Cspan>月\u003C\u002Fspan>16\u003Cspan>日文章中提出的全球年度新增\u003C\u002Fspan>50GW\u003Cspan>以上的预测仍持乐观态度。园区已初具规模。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>选举将改变周边的规则，但\u003C\u002Fspan>2027\u003Cspan>年的大部分管线项目已经拥有了实质性的先发优势。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>真正的博弈在于\u003C\u002Fspan>2028\u003Cspan>年。根据我们的模型，美国当年将有\u003C\u002Fspan>62.2GW\u003Cspan>的净增容量，其中大部分尚未开工。这些项目大多位于\u003C\u002Fspan>11\u003Cspan>月\u003C\u002Fspan>3\u003Cspan>日举行州长选举的州。本文追踪了模型中\u003C\u002Fspan>2028\u003Cspan>年净增容量最大的\u003C\u002Fspan>13\u003Cspan>个州，其中排除了今年\u003C\u002Fspan>11\u003Cspan>月不举行州选举的弗吉尼亚州和密西西比州。这\u003C\u002Fspan>13\u003Cspan>个州合计占\u003C\u002Fspan>43.5GW\u003Cspan>，即我们预期的全国总量的\u003C\u002Fspan>70%\u003Cspan>，且其中\u003C\u002Fspan>10\u003Cspan>个州将选出新任州长。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>这意味着，随着规则的改变，\u003C\u002Fspan>2028\u003Cspan>年的管线项目仍处于审批、电力工程和施工进度的推进过程中。我们在\u003C\u002Fspan>9\u003Cspan>月份曾指出，数据中心禁令并未扼杀美国的建设进程\u003C\u002Fspan>:\u003Cspan>在受地方限制影响的约\u003C\u002Fspan>20GW\u003Cspan>容量中，我们估计只有\u003C\u002Fspan>1.5GW\u003Cspan>面临延迟。大多数受影响的产能在禁令出台前已获得保护，或者在暂停期结束前并不需要相关的审批。这一大体结论依然成立。正在发生变化的是，鉴于日益增长的反数据中心情绪，限制措施的影响范围正在扩大。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>更详细深度内容，登陆美股大数据【深度研报】\u003C\u002Fspan>\u003Ca href=\"\u002Fapp\u002FStockWe.com\u002Fcol\u002Fdepthreport\">StockWe.com\u002Fcol\u002Fdepthreport\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan> \u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003C\u002Fp>","https:\u002F\u002Fwww.tradesmax.com\u002Fimages\u002Fa_Stock\u002FS\u002FSPY\u002FSPY.jpg","2026-11-02T02:03:55","2026.11.02","2026\u002F11\u002F02",39529,[22],"SPY","Article",0,"免费","success",{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":28,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},[22],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":31,"services":32,"recentDocuments":41},"\u003Cfigure class=\"image\">\u003Ca href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\" rel=\"noopener noreferrer\">\u003Cimg src=\"\u002Fimg\u002Fstockwewebfiles\u002Fweb-202408-stk\u002F1586109431mceclip0.jpg\">\u003C\u002Fa>\u003C\u002Ffigure>\u003Cdiv class=\"text-center\">\u003Ch2 class=\"card-title mx-auto\">\u003Cbr>\u003Ca rel=\"noopener noreferrer\" href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\">案例介绍：英伟达深度研究报告\u003C\u002Fa>\u003C\u002Fh2>\u003C\u002Fdiv>",[33,37],{"productId":34,"serviceName":35,"priceText":36},"prod_PPxdDdK87QaiLv","月付","$12.95美元",{"productId":38,"serviceName":39,"priceText":40},"prod_PPxeMs3bix1da5","年付","$149.00美元",[],{"links":43,"images":71,"summaryHtml":76,"aboutTitle":77,"aboutHtml":78,"copyrightHtml":79},[44,47,50,53,56,59,62,65,68],{"label":45,"url":46},"深度报告","\u002Fcol\u002FdepthReport",{"label":48,"url":49},"VIP会员","\u002Fvip",{"label":51,"url":52},"期权推荐","\u002FOption",{"label":54,"url":55},"低价暴涨股","\u002FPenny",{"label":57,"url":58},"AI智能体","\u002FAiAgent",{"label":60,"url":61},"常见问题","https:\u002F\u002Fstockwe.com\u002FFAQ",{"label":63,"url":64},"美股课程","\u002Fcol\u002Fvideos",{"label":66,"url":67},"免责声明","\u002Fdisclaimer",{"label":69,"url":70},"联系我们","\u002FContactUs",[72,73,74,75],"\u002Fimages\u002Ffooter\u002Ffooter-1-wechat.gif?v=20260930c","\u002Fimages\u002Ffooter\u002Ffooter-2-telegram.png?v=20260930c","\u002Fimages\u002Ffooter\u002Ffooter-3-whatsapp.png?v=20260930c","\u002Fimages\u002Ffooter\u002Ffooter-4-line.png?v=20260930c","邮箱: buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"courseContent":87,"more":88,"buyNow":89,"subscribeNow":90,"encoding":91,"paidContent":92},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]