周三上午，新型云服务商CoreWeave和Nebius的股价双双下跌，尽管多数科技股上涨。这表明投资者将周二投票支持反数据中心候选人的结果，解读为对较新的云服务公司尤为不利。
Stocks of neoclouds CoreWeave and Nebius both dropped on Wednesday morning, even as most tech stocks rose, a sign that investors interpreted Tuesday’s votes in favor of anti-data center candidates as particularly bad for newer cloud firms.
相比之下，老牌云服务公司亚马逊、微软和Alphabet的股价均大幅上涨。例如，亚马逊股价上涨7%，反映出大盘整体走高。虽然民主党掌控国会可能会拖慢AI革命，但选举结果给市场带来了一定的确定性，这对股市有利。而且老牌云服务公司已在许多州运营数据中心，相比新公司更不易受到禁令的影响。
In contrast, established cloud firms, Amazon, Microsoft and Alphabet all rose sharply. Amazon stock was up 7%, for instance, reflecting a broader market upswing. While the Democrat-takeover of congress could slow the AI revolution, the election results bring some certainty to th emarket, which is good for stocks. And older cloud firms already have data centers operating in many states, making them less susceptible to bans compared to newer companies.
投资者抛售了芯片设计公司英伟达和博通的股票，以及存储芯片公司美光和SK海力士的股票，反映出市场预期数据中心建设放缓将减少对AI芯片和存储芯片的需求。
Investors sold off chip design stocks Nvidia and Broadcom, along with memory chips Micron and SK Hynix, reflecting the expectation that a slowdown in data center development will reduce demand for AI chips and memory chips.