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民主党中期选举斩获笼罩数据中心与日本对美投资Democrats' midterm gains hang over data centers, Japanese US investment

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得克萨斯州民主党候任州长吉娜·伊诺霍萨呼吁暂时停止数据中心的建设。© 路透社Texas Democratic Gov.-elect Gina Hinojosa has called for a temporary halt to data center construction. © Reuters

休斯敦/纽约/加利福尼亚州帕洛阿尔托 -- 民主党在周二的选举中赢得了五个州长席位,这一结果可能会减缓数据中心建设,并给日本投资项目带来潜在逆风。

HOUSTON, Texas/NEW YORK/PALO ALTO, California -- Democrats flipped five gubernatorial seats during elections on Tuesday, a result that could slow data center construction and create a potential headwind for Japanese investment projects.

人工智能数据中心的建设在大多数州都是选举议题。尽管担忧跨越党派界限,但民主党总体上呼吁比共和党更严格的监管。

The construction of artificial intelligence data centers was an election issue in most states. Although concerns span party lines, Democrats have generally called for stricter regulations than Republicans.

在拥有最多计划中数据中心项目的得克萨斯州,当选民主党州长吉娜·伊诺霍萨呼吁暂时停止数据中心建设,并立法建立正式审查程序。

In Texas, the state with the largest slate of planned data center projects, Democratic Gov.-elect Gina Hinojosa has called for a temporary halt to data center construction and legislation to establish a formal review process.

美国券商杰富瑞评估各州数据中心的运营环境。在民主党获胜后,该机构在周四的一份报告中将选举结果描述为短期内的最坏情况,并下调了得克萨斯州的评级。

U.S. brokerage Jefferies evaluates the operating environment for data centers in each state. Following the Democratic victories, it described the election outcome in a Thursday report as the worst-case scenario in the short term and cut Texas' rating.

当选佐治亚州州长的基莎·兰斯·博托姆斯计划在全州范围内暂时冻结新数据中心建设,同时审查其对电价、环境和当地社区的影响。

Keisha Lance Bottoms, who was elected governor of Georgia, plans to impose a temporary statewide moratorium on new data center construction while examining the effects on electricity rates, the environment and local communities.

内华达州当选州长亚伦·福特计划暂停税收激励,同时审计数据中心的经济效益。正在佐治亚州建设中的一座微软数据中心。

Aaron Ford, the incoming Nevada governor, plans to suspend tax incentives while auditing the economic benefits of data centers. A Microsoft data center under construction in Georgia.

建设延误可能影响相关业务,包括电力基础设施。影响已波及已宣布与该领域相关的美国投资的日本公司股价。

Construction delays could affect related businesses, including power infrastructure. The impact has already spread to shares of Japanese companies that have announced U.S. investments tied to the sector.

光纤制造商藤仓周四收盘价较选举前一天周一收盘价下跌16%。发电机制造商三菱重工下跌9%,生产变压器等设备的日立下跌4%。

Shares of optical fiber manufacturer Fujikura fell 16% Thursday from the closing price on Monday, the day before the election. Mitsubishi Heavy Industries, which manufactures power generators, dropped 9%, while Hitachi, which makes transformers and other equipment, fell 4%.

政治气候的变化特别是增加了得克萨斯州的不确定性。该州没有企业所得税,并积极争取企业投资,是丰田汽车、三菱重工和久保田等公司美国总部的所在地。

The shifted political climate has increased uncertainty in particular in Texas, which has no corporate income tax and has aggressively pursued corporate investment, hosting the U.S. headquarters of companies including Toyota Motor, Mitsubishi Heavy and Kubota.

希诺霍萨的竞选网站称,纳税人的钱被用来补贴跨国公司,并承诺取消企业补贴。民主党还在州众议院赢得多数席位,并赢得了包括总检察长在内的其他关键全州性职位。

Hinojosa's campaign website states that taxpayer money is being used to subsidize multinational corporations and pledges to eliminate corporate subsidies. Democrats also captured a majority in the state House of Representatives and won other key statewide offices, including attorney general.

目前尚不清楚希诺霍萨将如何引导经济政策,其竞选活动主要集中在教育政策上。“企业投资的补贴和税收优惠消失可能是一种情况,”日本贸易振兴机构休斯敦事务所所长岛田秀树说。

It remains unclear how Hinojosa, whose campaign focused heavily on education policy, will steer economic policy. "Subsidies and tax incentives for corporate investment disappearing could be one possibility," said Hideki Shimada, director of the Houston office of the Japan External Trade Organization.

软银集团董事长孙正义(中)等人于3月出席俄亥俄州一数据中心的奠基仪式。

SoftBank Group Chairman Masayoshi Son, center, and others participate in the groundbreaking of an Ohio data center in March.

在俄亥俄州,当选州长艾米·阿克顿承诺对该州经济发展机构进行全面审查,此前该州就业和经济增长放缓。

In Ohio, Gov.-elect Amy Acton has pledged a comprehensive review of the state's economic development agency amid slowing employment and economic growth.

阿克顿表示,此次审查旨在提高透明度和问责制,可能会影响日本企业已获得的激励措施条款以及未来的谈判。

The review, which Acton has said is intended to improve transparency and accountability, could affect Japanese companies in both the terms of incentives already granted and future negotiations.

本田汽车选择俄亥俄州作为其在北美的第一个基地,该州至今仍拥有制造设施。本田还与韩国LG新能源在那里合资运营一家电池工厂,并计划建设另一家整车工厂以增加当地混合动力车产量。

Honda Motor chose Ohio for its first base in North America, and the state is still home to manufacturing facilities. Honda also operates a joint battery plant there with South Korea's LG Energy Solution and plans to build another vehicle plant to increase local hybrid production.

该州还拥有一座天然气发电厂,这是日本政府根据美日关税协议资助的首个项目。该项目由软银集团牵头,总投资额达330亿美元。

The state is also home to a natural gas-fired power plant that is the first project financed by the Japanese government under the U.S.-Japan tariff agreement. The project is being led by SoftBank Group, with total investments of $33 billion.

民主党获胜还可能导致工会力量增强,这可能给在中西部及其他地区运营的日本企业带来挑战。阿克顿在俄亥俄州的支持基础包括美国汽车工人联合会和美国钢铁工人联合会。

The Democratic victory could also lead to stronger labor unions, potentially posing challenges for Japanese companies operating in the Midwest and elsewhere. Acton's Ohio support base includes the United Auto Workers and the United Steelworkers.

在俄亥俄州的联邦参议员选举中,选民再次选中了民主党人谢罗德·布朗,他反对日本制铁收购美国钢铁公司。该州工会可能在围绕日本制铁投资计划的讨论中获得更大影响力。

In Ohio's election for the U.S. Senate, voters reelected Democrat Sherrod Brown, who opposed Nippon Steel's acquisition of U.S. Steel. The state's labor unions could gain greater influence over discussions surrounding Nippon Steel's investment plans.

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