在2026年美国中期选举后，科技股暴跌，令一些投资者感到担忧。但分析师丹·艾夫斯认为，此次抛售为买入与蓬勃发展的人工智能行业相关的股票提供了绝佳机会。“昨天科技股因担心‘蓝色浪潮’推迟和扰乱美国人工智能数据中心建设而出现大规模抛售，其程度之大，实际上是在将科技股，尤其是半导体股，视为此次中期选举民主党获胜将终结美国人工智能建设……而事实并非如此，”这家Yorkville Ives & Co.的合伙人兼高级董事总经理周五在一份客户报告中表示。
Technology stocks plummeted following the 2026 U.S. midterm elections, spooking some investors. But the sell-off offers a prime opportunity to scoop up stocks linked to the booming artificial intelligence trade, according to analyst Dan Ives. "The massive tech sell-off yesterday on fears around the Blue Wave delaying and disrupting the AI data center build out in the US was at a magnitude actually treating tech stocks and especially semis like this mid-term Democratic win will actually end the AI buildout in the US ... and it will not," the Yorkville Ives & Co. partner and senior managing director said Friday in a note to clients.
“我们将此次抛售的水平和程度与我们在新冠疫情期间2020年3月以及2025年4月解放日期间看到的科技股抛售相提并论……那些都是拥有科技行业赢家股票的绝佳买入机会，这次也是一样。”周四，在股市普遍下跌的情况下，纳斯达克综合指数暴跌5.5%，进入回调区域。这是自2025年4月4日以来最糟糕的单日表现，当时科技股占比较高的该指数下跌5.82%，此前美国总统唐纳德·特朗普公布了他的关税政策。
"We would characterize this sell-off level and magnitude with the tech sell-offs we saw in March 2020 during Covid and the April 2025 Liberation Day sell-off … which were golden buying opportunities to own the tech winners and this one is the same." The Nasdaq Composite plunged 5.5% into correction territory on Thursday amid a broader stock market rout. That marked its worst single day performance since April 4, 2025, when the tech-heavy index fell 5.82% following U.S. President Donald Trump's unveiling of his tariffs policy.
此次抛售发生在美国中期选举于周二举行后，民主党重新控制了国会参众两院。民主党通常比右翼政党与大型科技公司关系更为紧张。包括俄亥俄州当选州长艾米·阿克顿和密歇根州当选参议员阿卜杜勒·埃尔-赛义德在内的几位著名的民主党获胜者，在其获胜的竞选中都对数据中心采取了强硬立场。然而，艾夫斯表示，民主党的胜利不太可能阻碍许多科技股及其投资者所依赖的人工智能建设。
The sell-off came after Democrats regained control of both chambers of Congress following the U.S. midterm elections on Tuesday. The Democratic party has generally taken on a more adversarial relationship with BigTech than its right-wing counterpart. Several prominent Democratic victors, including Ohio Governor-elect Amy Acton and Michigan Senator-elect Abdul El‑Sayed, took strong stances against data centers in their winning campaigns. However, the Democrats' sweep is unlikely to derail the AI buildout that many tech stocks and their investors are counting on, Ives said.
“‘蓝色浪潮’将导致大型科技公司的资本支出增长在2027年达到顶峰，而不是……2028年或2029年，但这并不会取消圣诞节，人工智能革命将继续发生，只是速度会慢一些，”这位分析师写道。
"The Blue Wave causes Big Tech capex growth to peak in 2027 vs … 2028 or 2029 but it does not cancel Christmas and the AI Revolution will continue to happen, just at a slower rate," the analyst wrote.
艾夫斯补充称，与AI交易相关的总体资本支出在未来几年仍应落在3万亿美元至4万亿美元的区间内。他表示，大型科技公司有望在2027年单年就向AI投入超过1万亿美元。“目前已获许可且正在建设中的数据中心并未停工，这包括得克萨斯州的项目，这意味着未来18个月内计划建设的绝大多数数据中心仍将建成，”艾夫斯写道。
Ives added that overall capital expenditures linked to the AI trade should still fall in the range of $3 trillion to $4 trillion over the next few years. And Big Tech companies are poised to allocate more than $1 trillion to AI in 2027 alone, he said. "Current data centers with permits and construction underway are not being stopped and this includes Texas which means that the vast majority of planned data centers for the next 18 months will still get built," Ives wrote.