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巴克莱：数据中心无休止建设正惹恼美国选民 AI交易或面临政治风险_我的网站

A |     　　人工智能基础设施的无休止扩张，正引发美国选民的强烈反对，这可能在美国中期选举前给市场上备受青睐的人工智能交易带来政治风险。　　巴克莱银行股票战术策略团队周二（8月25日）表示，越来越多的华尔街策略师警告称，市场可能忽视了与11月大选相关的人工智能行业风险。    

    Photo: VCG
The US government is encouraging American companies to launch their own cyberattacks against criminal hackers, a move that certain US media claimed would bring the US closer to the practices of some of its chief cyber adversaries, including China and Russia. A Chinese expert slammed the claim as factually unfounded, saying that the US move would seriously disrupt the global cyberspace order. Washington has long projected its own conduct onto other countries, inventing adversaries to justify the militarization of cyberspace, the weaponization of artificial intelligence (AI) and even a privateer-style model of cyber piracy, said the expert. 
Under a national security memorandum that US President Donald Trump signed late Wednesday, select companies would work with the Justice and Homeland Security Departments to strike foreign cybercriminal groups with hacks under certain conditions. The attacks would allow both surveillance of the criminal networks and specific types of hacking operations that could lead to disruption, manipulation or destruction of information systems and networks, including virtual and physical infrastructure, according to a report from the New York Times. 
A CNN report called the move "a major policy shift that experts say could come with legal risk for the companies." It also noted that "companies can use cyber tools to surveil foreign criminals and disrupt their networks under the 'control and oversight' of the new federal program."
The US move is an attempt, under the guise of combating cybercrime, to accelerate its plan to issue "cyber privateering licenses" to private entities. Its core objective is to exploit its advantages in the cybersecurity and intelligence sectors and rapidly turn AI-enhanced cyberattack capabilities into tools for securing strategic interests and undermining the security of other nations, Xiao Xinguang, chief software architect from Chinese cybersecurity company Antiy, told the Global Times on Friday. 
Analysts noted that some US media outlets routinely drag China into the frame and slander it whenever Washington unveils relevant policies, all to manufacture pretexts to legitimize America's own policies.
The New York Times report claimed that "to some extent, the new order would align the US more with some of its chief cyberantagonists, including China and Russia, where spy agencies have long relied on contract hackers working in the private sector to further their national security missions."
Xiao noted that the US has long projected its own practices onto other countries, manufacturing imaginary adversaries as scapegoats and falsely attributing to China the operational models of its own intelligence agencies, contractor networks and revolving-door system. By applying double standards and leveling unfounded accusations, Washington creates pretexts for militarizing cyberspace, weaponizing AI and even developing a cyber-privateering model.      
In reality, certain US corporations have long supported US intelligence agencies in intelligence collection and offensive cyber operations, and this has been an established practice for years, Xiao said. 
"Now, the US is bringing these previously covert practices into the open. As the trend develops, more US cybersecurity firms and intelligence contractors could operate under so-called privateering authorizations, posing as non-state actors while carrying out intrusions, data theft, sabotage and other disruptive cyberattacks against countries around the world," said Xiao.
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B | 　　包括Jenny Yang和Alex Altmann在内的策略师在致客户的一份报告中写道，“数据中心的建设正使人工智能从一个抽象的技术话题，转变为一个切实影响生活成本的问题，使对于那些直接接触人工智能程度有限的选民而言，更高的电费、供水压力以及社区内工业设施的兴建，都使得这一问题变得极为重要。”　　巴克莱策略师团队认为，选民的抵制情绪将推动对人工智能基础设施的更严格审查，政策压力主要集中在数据中心监管方面。　　此外，Evercore ISI 和 BCA Research 的分析师也指出，全国范围内电力消耗巨大的数据中心建设热潮，已成为一个敏感的选举议题，令两大主要政党的选民感到疲惫，因为他们对不断上涨的公用事业账单日益厌倦。　　早些时候，美国银行曾在一份报告中指出，共和党在中期选举中的强劲表现将成为推动美股“大幅反弹”的催化剂。由美银的Michael Hartnett领导的团队写道，若特朗普所属政党在11月3日表现强劲，且Greg Abbott在得州成功连任，对人工智能交易将尤为利好。　　然而巴克莱的团队对这一观点反驳道，目前并未看到人工智能交易有任何“渐进式积极催化剂”，无论结果如何，他们指出，中期选举前，投资市场的表现历史上一直较为疲软。　　策略师们表示，“投资者不应认为，在当前快速推进人工智能应用且政治环境宽松并共存的背景下，这种状况将无限期地持续下去。”（文章来源：财联社）。

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Published on:01:20:38