华尔街将数据中心作为重大房地产押注推介，风险正在累积
Wall Street is pitching data centers as a major real estate bet. The risks are piling up
Wall Street menawarkan pusat data kepada investor sebagai alokasi real estat, namun risiko terkait semakin menumpuk. Pusat data REIT Blackstone telah jatuh sekitar 16% sejak listing pada bulan Mei, ditutup di bawah $17. Jajak pendapat menunjukkan bahwa 70% warga Amerika menentang pembangunan pusat data lokal baru, dan New York serta Texas telah menangguhkan persetujuan proyek baru berskala ultra besar.
Risks in data center alternative assets are accumulating. The post-listing decline of Blackstone-related REITs and the tightening of approvals in many places may weaken market confidence in highly valued alternative assets, thereby affecting overall risk appetite. For the gold market, attention needs to be paid to whether such risk signals trigger cross-asset hedging needs, thereby changing the allocation logic of funds to gold; in terms of foreign exchange, attention should be paid to possible marginal changes in U.S. dollar liquidity and risk sentiment.
原文将Blackstone数据中心REIT上市后下跌与地方审批收紧并置，为判断数据中心另类资产风险提供了具体参照。
来源：CNBC Top News · cnbc.com