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TraderS | 缺德道人
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民主党这招停建算力中新其实就是权利洗牌，利益再分配
以德州为例，官方主张是暂停新增项目，直到州议会建立居民保护措施，并重新处理税收优惠，并没有提出永久关闭所有数据中心
而且早在 9 月 21 日 共和党州长 Abbott就实际下令暂停相关许可，等待审计，并要求项目承担电力基础设施成本
所以这次变化其实是借着中期选举把原来民众对政府牺牲底层利益挤占资源补贴企业扩张的势头叫停了，未来会让数据中心自己掏更多钱去升级电网，掏钱买更贵的水，交更多的税
这样原来靠发行企业债扩张的算力中心的运营成本就进一步上升，加上融资成本本就不低，及终端收入始终无法覆盖成本，才导致了对资金链断裂预期下的股价恐慌式崩盘
而且即使算力中心建设是暂时性叫停也会有巨大的影响，长鑫追赶很快：第六代平台完成工程样片验证，预计年底将首代 4F² DDR5 RDIMM 产品送样、HBM3E已经小批量投产。关键追赶期下美方的叫停无疑是给竞争对手一个绝佳的赶超时机，进一步压缩了美韩系存储未来的盈利预期
对于闪迪持仓我大概会等情绪性的超跌反弹之后再走，这样可以少亏甚至不亏，但在两党博弈接近达成之前，可能不适合长线持仓了
TraderS | 缺德道人
I wanted to say yesterday that there's no need to worry about the Democrats halting data center construction. At most, it's just a temporary political noise from party conflicts. When the Democrats come to power, it's just about redistributing the pie, shifting benefits to their own districts and supporting companies, reallocating land, water, and electricity.
If the Democrats really made a bold move to stop construction, wouldn't China just win easily in the AI competition? If the Democrats actually did something that hands over the country's fate like that, China should award them a one-ton medal. The people who make the decision to stop construction should be sent straight to a military tribunal and executed.
Go ahead and stop, permanently halt construction, even if it causes me to liquidate and lose the country's fate, I'll accept it.
Either I win, or the country wins, both ways it's a win, winning big, that's a good thing, hurry up and stop construction #美股暴跌后科技股反弹，纳指周线仍跌约3.4%
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