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编辑精选:美国反数据中心情绪蔓延,冲击亚洲市场Editor's Choice: US anti-data center sentiment spreads, hitting Asian markets

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您好,我是来自东京的报道。美国中期选举结果出炉,民主党赢得了参众两院的控制权。该党意外强劲的表现向亚洲股市释放了冲击波,东京证券交易所大幅下跌。

Hello from Tokyo. The U.S. midterm results are out, and the Democrats won control of both chambers of Congress. The party's unexpectedly strong performance sent shock waves through Asian stock markets, with the Tokyo Stock Exchange posting sharp losses.

正如我在上周通讯中所强调的,《日经亚洲》通过我们的实时博客对选举进行了广泛报道。结果是美国选民对美国总统唐纳德·特朗普的强烈谴责。特朗普政府对伊朗的攻击加剧了本已沉重地压在美国家庭身上的通胀负担,而他对贸易伙伴征收的全面关税助长了价格压力。那么,中期选举结果对亚洲意味着什么?

As I highlighted in last week's newsletter, Nikkei Asia covered the election extensively through our live blog The results were an emphatic rebuke of U.S. President Donald Trump from American voters. The Trump administration's attacks on Iran added to the inflation burden already weighing on American households, while his sweeping tariffs on trading partners fueled price pressures. So what do the midterm election results mean for Asia?

首先,《日经亚洲》在整个竞选期间密切关注的一个趋势已被鲜明地凸显出来:公众对数据中心建设的反对情绪日益高涨。在德克萨斯州——美国最大的数据中心枢纽之一——选民投票淘汰了现任共和党州长,选出了一位民主党人。这位当选州长公开反对数据中心的快速扩张。民主党在俄亥俄州也取得了胜利,该州同样以数据中心高度集中而闻名。

First, one trend Nikkei Asia closely watched throughout the election campaign has been starkly underscored: growing public opposition to data center construction In Texas, one of the country's largest data center hubs, voters ousted the incumbent Republican governor and elected a Democrat. The incoming governor has openly opposed the rapid expansion of data centers. Democrats also prevailed in Ohio, another state known for its concentration of data centers.

投资者将民主党的全面胜利解读为科技板块的逆风,引发了周四美股科技股的抛售潮。疲软态势于周五蔓延至亚洲市场,东京日经平均股价指数时隔近六个月再次跌破60,000点大关。美国新兴的反数据中心运动将影响亚洲的科技供应链,预计将成为《日经亚洲》未来报道的一个主要主题。外交方面又将如何?

Investors interpreted the Democrats' sweep as a headwind for the technology sector, triggering a sell-off in U.S. tech stocks on Thursday. The weakness spread to Asian markets on Friday with Tokyo's Nikkei Stock Average falling below the 60,000 level for the first time in nearly six months. America's emerging anti-data center movement, which will affect Asia's technology supply chain is likely to become a major theme for Nikkei Asia's coverage going forward. What about diplomacy?

特朗普总统在众议院和参议院均失去多数党地位,在国内政策上面临重大制约。因此,他可能会越来越多地将注意力转向国会限制较少直接介入的外交政策。一个当前的焦点将是本月晚些时候的亚太经合组织(APEC)领导人峰会,特朗普可能会在会上与中国、俄罗斯等大国达成令人意外的协议。总统在伊朗战争问题上的立场,被普遍视为其所在政党失利的一个因素,也将对亚洲的能源政策产生重要影响。我们建议您浏览《日经亚洲》的报道以获取更多深度见解。

Having lost majorities in both the House of Representatives and the Senate, President Trump now faces significant constraints on domestic policy. As a result, he may increasingly turn his attention to foreign policy, where congressional limits are less direct. One immediate focal point will be the APEC leaders summit later this month, where Trump could pursue surprising deals with major powers such as China and Russia. The president's stance on the Iran war, widely viewed as a factor in his party's defeat, will also have important implications for Asia's energy policies. We urge you to explore Nikkei Asia's coverage for more insight.

为您推荐的阅读 日本电机制造商尼得科(Nidec)因会计违规引发的动荡,面临被东京证券交易所退市的风险。这家总部位于京都、在亚洲拥有制造和客户网络的公司,具备强大的技术实力,并力求维持上市地位。但分析师和一位行动主义投资者对其能否自行改革财务状况和企业文化持怀疑态度。新任首席执行官甲田道夫已面临一系列严峻挑战。

My suggested reads Japanese motor manufacturer Nidec risks being delisted from the Tokyo Stock Exchange following turmoil stemming from accounting irregularities. The Kyoto-based company, with manufacturing and customer networks across Asia, possesses strong technological capabilities and aims to remain listed. But analysts and an activist investor are skeptical about whether it can reform its finances and corporate culture on its own. New CEO Michio Kaida is already facing a raft of tough challenges.

  1. 面对公众愤怒、潜在经济损失和声誉受损,新加坡因印度尼西亚森林和泥炭地火灾产生的烟霾,威胁种植园公司若不解决污染问题将采取法律行动。然而,上个月的事件显示,当火灾发生在其司法管辖权之外、且必须依赖印尼政府采取果断行动时,这个城市国家要防范未来的烟霾危机将有多么困难。
  1. Facing public anger, potential economic losses and reputational damage over the haze from Indonesia's forest and peatland fires Singapore threatened plantation companies with legal action if they did not address the pollution. However, events last month showed how hard it will be for the city-state to prevent future haze crises when fires occur beyond its jurisdiction and it must rely on decisive action by Indonesia's government.
  1. 既然全球指数编制公司明晟(MSCI)年初警告可能降级印尼股市,当局一直在实施改革以提振投资者信心。但其部分操作引发了市场参与者的担忧。本刊记者探究其中缘由。祝您周末愉快!田中彰人 请关注我们
  1. Since global index provider MSCI warned early this year that it could downgrade the Indonesian stock market authorities have been implementing reforms to boost investor confidence. But some of their maneuvering has sparked worry among market participants. Our reporter finds out why. Wishing you a wonderful weekend! Akito Tanaka Follow us on
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