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2026年11月5日，美国中期选举中民主党取得胜利后，纳斯达克100指数市值蒸发2.5万亿美元，引发大规模抛售。
Democratic Midterm Sweep Triggers $2.5 Trillion Nasdaq Selloff Over AI Infrastructure Fears On November 5, 2026, a widespread selloff wiped $2.5 trillion in market value from the Nasdaq 100 following Democratic victories in U.S. midterm elections.
纳斯达克综合指数下跌5.5%，跌入修正区间，费城半导体指数暴跌12%。
The Nasdaq Composite dropped 5.5% into correction territory, while the Philadelphia Semiconductor index plunged 12%.
投资者担忧，新当选官员可能因当地电网和供水系统承压，而放缓AI数据中心的审批。
Investors grew alarmed that newly elected officials would slow AI data center permitting due to strains on local power grids and water systems.
新云公司和芯片制造商跌幅显著，CoreWeave下跌10%，其五年期信用违约互换点差触及历史高位。
Neocloud firms and chipmakers faced sharp declines, with CoreWeave sliding 10% as its five-year credit default swap spreads touched record highs.
瑞银分析师估计，建设暂停可能使预计2028年美国数据中心新增产能中约30%面临风险。
UBS analysts estimated that construction pauses could put roughly 30% of expected 2028 U.S. data center capacity additions at risk.