#美股走弱，加密货币市场普遍承压
A brutal night.
The Democrats regained control of both chambers of Congress in the midterm elections. They support slowing AI development and tightening scrutiny of large-scale data center construction.
Measures the market expects the Democrats might take include:
1. Restricting data center expansion
2. Requiring data centers to cover the full cost of connecting to the power grid
3. Taxing AI services.
These measures would directly drive up the cost of AI investment and extend construction timelines.
Which sectors fell the hardest? The answer is all of them—no exceptions. Well, not entirely: stocks like $KO are comparable to Moutai in the A-share market, acting as a rock-solid anchor in times like these. And stocks like $APPB , which reported better-than-expected earnings, surged 30%.
For a brief analysis of AppLovin's earnings report, see the post shared earlier on the plaza: 内容链接
Telecom, insurance, gas, and consumer stocks were also among the sectors that rose tonight.
A brutal night.
The Democrats regained control of both chambers of Congress in the midterm elections. They support slowing AI development and tightening scrutiny of large-scale data center construction.
Measures the market expects the Democrats might take include:
1. Restricting data center expansion
2. Requiring data centers to cover the full cost of connecting to the power grid
3. Taxing AI services.
These measures would directly drive up the cost of AI investment and extend construction timelines.
Which sectors fell the hardest? The answer is all of them—no exceptions. Well, not entirely: stocks like $KO are comparable to Moutai in the A-share market, acting as a rock-solid anchor in times like these. And stocks like $APPB , which reported better-than-expected earnings, surged 30%.
For a brief analysis of AppLovin's earnings report, see the post shared earlier on the plaza: 内容链接
Telecom, insurance, gas, and consumer stocks were also among the sectors that rose tonight.
