得州选举引发数据中心暂停令风险，AI概念股普遍下挫
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2026年11月4日，得克萨斯州州长选举由民主党胜选，新当选州长公开表态支持对AI数据中心实施暂停令。由于得州占全美规划中数据中心电力容量的27%，叠加大厂支出放缓的顾虑，市场对地方政策收紧冲击算力基建扩张产生警惕。受该政策风险影响，AI概念股与纳斯达克100指数期货隔夜普遍走低，其中CoreWeave下跌7%，SpaceX下跌6%，Oracle下跌4%。
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- Hacker News · AISelectedTexas gubernatorial election sparks data center construction risks, dragging down AI stocks
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