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 sedang melontarkan pusat data kepada pelabur sebagai peruntukan hartanah, tetapi risiko yang berkaitan semakin terkumpul. REIT pusat data Blackstone telah jatuh kira-kira 16% sejak penyenaraian pada bulan Mei, ditutup di bawah $17. Tinjauan pendapat menunjukkan bahawa 70% rakyat Amerika menentang pembinaan pusat data tempatan baharu, dan New York dan Texas telah menggantung kelulusan projek berskala ultra-besar baharu.
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