得州州长选举爆冷，反数据中心情绪一夜抹去近万亿美元市值

核心论点 · 点时间戳可跳到原声

原话 · 已逐字校验

I would venture to say this issue is at least nationally the top three issue for all voters and in some states probably be number one issue that might have swung a governor race to one direction or the other.

我敢说这个议题至少在全国范围内是所有选民心中的前三大议题，在一些州可能还是第一位，足以把一场州长选举的结果掰到另一个方向。

Kevin12:26

if you build a data center that is hypothetically cost $100, only one to two of those dollars go to securing power.

如果你建一座假设标价100美元的数据中心，这100美元里只有一到两美元是花在获取电力上的。

Kevin14:52

Of all the people who hate data centers, the one constituents who do not hate data centers is union workers, electricians, Teamsters, everybody.

在所有讨厌数据中心的人里，唯一不讨厌数据中心的一群人就是工会工人——电工、Teamsters，所有人。

Kevin21:07

oh, yeah, we gave this county $4.8 million. And we gave this county $4 million. If you do the division, that is $60 a person in these counties.

哦对，我们给了这个郡480万美元，给了那个郡400万美元。你算一下人均，这些郡里每人只有60美元。

Kevin22:09

I'm quite optimistic we're going to see codification of some fairly aggressive export controls on China at some point next year.

我相当乐观，明年某个时候我们会看到一些相当激进的对华出口管制被写进法律。

Peter28:27

There is actually a pretty standard protocol where when the U.S. government becomes aware that an individual is a target of foreign espionage or other type of foreign attack.

实际上有一套相当标准的流程：当美国政府发现某个人成为外国间谍活动或其他外国攻击的目标时会启动。

Peter35:12

if you're the MSS, you are negligent if you are not trying to get people close to Jensen Huang, right?

如果你是国家安全部，不设法安排人接近黄仁勋，那才是失职，对吧？

Jordan36:16

I firmly believe if the dams don't screw up this AI data center thing and turn it into advantage and make it pro labor, but also pro build, we're going to win the white house.

我坚信，只要民主党不把AI数据中心这件事搞砸，把它变成自己的优势，做到既亲劳工又支持建设，我们就能赢下白宫。

Kevin57:24

数字与实体

术语

MSS国家安全部

中国对外情报与反间谍工作的核心机构。

MATCH ActMATCH法案

旨在收紧对华关键技术出口管制的国会提案。

Section 232232条款

美国以国家安全为由加征关税的法律授权条款。

USMCA美墨加协定

美国、墨西哥、加拿大之间的自由贸易协定。

收听指南