美国2026年中期选举：民主党夺回参议院，特朗普与AI数据中心成市场焦点
US midterms 2026: Who would've thought that a war would be a bad idea?
In the US 2026 midterm elections, Democrats have won control of the Senate and are closing in on the House, flipping Senate seats in Texas, South Carolina and Ohio. The author believes the global trade tariff war launched by Trump and the US-Iran war are the main causes of voter dissatisfaction, with energy price pressures exacerbating cost-of-living concerns. Wall Street is currently more focused on the backlash against AI and data center construction; Nasdaq futures are now down 0.7%, having earlier fallen more than 2% during the session.
Democrats retaking control of the Senate means Trump's tariff and foreign military agenda will face stronger legislative constraints, and policy uncertainty itself will transmit to the dollar and gold through the risk-appetite channel. Notably, the market focus is not simply political gridlock, but the political resistance encountered by AI and data center construction—Nasdaq futures fell more than 2% at one point during the session, showing that pressure on tech stocks is becoming a risk signal independent of the election outcome, which may indirectly affect the allocation logic for safe-haven assets.
文章把中期选举结果与AI数据中心的政治阻力联系起来，读者可借此理解科技股承压的另一条线索。
来源：ForexLive · investinglive.com