伊斯坦布尔（AA）——周三，在美国民主党赢得国会控制权后，美国数据中心股票大幅下跌，清洁能源股则反弹上涨，这引发了市场对人工智能项目将面临更严格审查、以及可再生能源将获得更强联邦支持的预期。
ISTANBUL (AA) - US data-center stocks fell sharply and clean-energy shares rallied Wednesday after Democrats won control of Congress, raising the prospect of closer scrutiny of artificial intelligence projects and stronger federal support for renewables.
Cipher Digital盘中跌幅达21%，云计算服务商CoreWeave下跌9.5%，数据中心运营商Applied Digital跌8.8%。
Cipher Digital fell 21% in intraday trading, while cloud computing provider CoreWeave dropped 9.5% and data-center operator Applied Digital lost 8.8%.
国会就新建数据中心的电力和用水需求举行听证会的前景，加剧了市场对企业能多快从AI投资中获得回报的担忧。在得克萨斯州涉足数据中心项目的发电企业股价也下跌。Vistra跌15.4%，Constellation Energy跌9.2%，电力设备供应商GE Vernova跌11.5%。
The prospect of congressional hearings on the power and water demands of new data centers added to concerns about how quickly companies can earn a return on AI investments. Power producers with exposure to data-center projects in the state of Texas also fell. Vistra slid 15.4% and Constellation Energy lost 9.2%, while power equipment supplier GE Vernova dropped 11.5%.
最大云服务商的股价则朝相反方向变动。亚马逊和微软各上涨6%，谷歌母公司Alphabet上涨4.6%。建设步伐放缓可能使现有数据中心更具价值，并减轻这些公司在新产能上大笔支出的压力。
Shares of the largest cloud providers moved in the opposite direction. Amazon and Microsoft each climbed 6%, while Google's parent company, Alphabet, rose 4.6%. A slower pace of construction could make existing data centers more valuable and ease pressure on those companies to spend heavily on new capacity.
太阳能公司、医院运营商上涨 太阳能股上涨，投资者权衡民主党主导的国会推出联邦清洁能源激励措施的前景。太阳能逆变器制造商Enphase Energy涨8.8%，面板制造商First Solar涨8.4%，家用太阳能安装商Sunrun涨6.9%。
Solar companies, hospital operators advance Solar stocks rose as investors weighed the prospects for federal clean-energy incentives under a Democratic-led Congress. Solar inverter maker Enphase Energy gained 8.8%, panel manufacturer First Solar added 8.4% and residential solar installer Sunrun rose 6.9%.
医院运营商和健康保险公司也上涨，预期民主党将推动恢复《平价医疗法案》增强补贴，并扭转部分医疗补助削减。HCA Healthcare涨8.5%，保险公司Centene和Molina Healthcare分别涨7.3%和6.3%。
Hospital operators and health insurers also advanced on expectations that Democrats would push to restore enhanced Affordable Care Act subsidies and reverse some Medicaid cuts. HCA Healthcare gained 8.5%, while insurers Centene and Molina Healthcare rose 7.3% and 6.3%, respectively.
国防、特朗普关联企业下跌 国防承包商股价下跌，投资者重新评估唐纳德·特朗普总统提议的1.5万亿美元国防预算有多少能通过国会。Northrop Grumman跌3.7%，RTX、Lockheed Martin和L3Harris Technologies跌幅在3%至6%之间。
Defense, Trump-linked firms fall Defense contractors fell as investors reassessed how much of President Donald Trump’s proposed $1.5 trillion defense budget could clear Congress. Northrop Grumman lost 3.7%, while RTX, Lockheed Martin and L3Harris Technologies fell between 3% and 6%.
与特朗普及其亲密盟友埃隆·马斯克有关联的公司股价同样下跌。特朗普媒体科技集团下跌13%，而马斯克领导的SpaceX和特斯拉分别下跌3.5%和3.3%。
Companies tied to Trump and his close ally Elon Musk also traded lower. Trump Media & Technology Group dropped 13%, while Musk-led SpaceX and Tesla fell 3.5% and 3.3%, respectively.
私营监狱运营商GEO Group和CoreCivic分别下跌3.8%和2.1%。自特朗普2024年大选获胜以来，这两家公司股价均曾上涨，市场预期其移民打压政策将增加对拘留设施的需求。
Private prison operators GEO Group and CoreCivic lost 3.8% and 2.1%, respectively. Both had gained since Trump’s 2024 election victory on expectations that his immigration crackdown would increase demand for detention facilities.