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?
Dalam pilihan raya pertengahan penggal 2026 di Amerika Syarikat, Parti Demokrat telah menguasai Dewan Negara dan sedang menghampiri Dewan Perwakilan Rakyat, membalikkan kerusi Senat di Texas, Carolina Selatan dan Ohio. Penulis percaya bahawa perang tarif perdagangan global yang dimulakan oleh Trump dan perang AS-Iran adalah punca utama ketidakpuasan hati pengundi, dan tekanan harga tenaga telah meningkatkan kebimbangan mengenai kos sara hidup. Wall Street kini memberi lebih perhatian kepada penentangan terhadap AI dan pembinaan pusat data. Niaga hadapan Nasdaq kini turun 0.7%, setelah jatuh lebih daripada 2% pada awal sesi.
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