婚前试爱
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。
Against the backdrop of strong opposition from China and South Korea, another senior official from Japan's ruling Liberal Democratic Party (LDP) visited the notorious Yasukuni Shrine on Sunday, following a string of visits by senior party figures the previous day on the 81st anniversary of Japan's unconditional surrender in World War II.
Their handling of the Yasukuni Shrine issue, Chinese observers said, served as a revealing "mirror," laying bare the growing influence of far-right ideology in Japanese society and its gradual emergence into the mainstream to piece together the picture of neo-militarism, while broader political and security moves under the current government point to a gradual erosion of Japan's postwar pacifist constraints and a drift toward neo-militarism.
Rampant far-right sentiment
According to Japanese media outlet The Mainichi, Takayuki Kobayashi, a senior executive of Japan's ruling LDP, visited the war-linked Yasukuni shrine on Sunday.
One day before his visit, a total of four Cabinet ministers visited the shrine, along with three top ruling party executives - Secretary General Shunichi Suzuki, General Council Chair Haruko Arimura and election strategy chief Yasutoshi Nishimura, per the report.
Although Prime Minister Sanae Takaichi did not visit the shrine, she made a "tamagushi" ritual offering to the war-linked shrine in her capacity as president of the LDP. Takaichi also performed a remote act of worship toward the notorious Yasukuni Shrine, a symbol of the country's militarism and wartime aggression, from nearby instead of visiting in person, according to the Xinhua News Agency.
The shrine, located in central Tokyo's Chiyoda Ward, honors 14 convicted Class-A Japanese war criminals from World War II. For a long time, visits and ritual offerings made by Japanese officials to the controversial shrine have consistently sparked criticism and opposition both at home and abroad.
The visits drew immediate and firm opposition from China and South Korea on Saturday. China's Foreign Ministry, Ministry of National Defense and the Chinese Embassy have all voiced their objections.
"We urge the Japanese side to do serious soul-searching on its history of aggression, make a clean break with militarism, and earn trust from its Asian neighbors and the rest of the world with concrete actions," a Chinese Foreign Ministry spokesperson said in a statement on Saturday.
South Korea also denounced visits by Japanese officials and politicians, urging Japan's leaders to squarely face history and show remorse in order to develop bilateral relations based on mutual trust, South Korean media Yonhap News Agency reported on Saturday.
Kim Hak-jo, director general for international policy at South Korea's defense ministry, summoned Takeshi Nagayoshi, Japan's defense attache in Seoul, to the ministry headquarters and lodged a strong protest over Japanese Defense Minister Shinjiro Koizumi's visit to the shrine, the ministry said, per Yonhap.
Despite the criticism, Kobayashi said he visited the shrine as a "family member," noting that his grandfather had died in the war, according to the Mainichi.
Lü Chao, a professor at the Liaoning Academy of Social Sciences, told the Global Times on Sunday that Takaichi's move signaled "tolerance" of such visits. Even without visiting the shrine in person, Takaichi performed a ritualized act of worship toward it from nearby, which Lü said exposed her deeply entrenched position.
The episode also serves as a "mirror," laying bare the political attitudes of Japanese politicians and their views on war and history, Lü said. Looking at the visits by successive Japanese cabinets in past years, former prime minister Shigeru Ishiba at least expressed remorse over the war, whereas the current government has become more hardline. This shows that far-right sentiment in Japan is becoming increasingly widespread and is gradually moving into the mainstream, he continued.
"Japan is piecing together the picture of neo-militarism. The international community should remain alert to the risk of Japanese militarism's resurgence," the expert added.
Also on Saturday, Takaichi attended her first war memorial ceremony since taking office last year. In her speech, Takaichi pledged peace but she fell short of using the words employed at last year's memorial by her predecessor Ishiba, who vowed to keep in mind Japan's "remorse" over the war and expressed its "resolute pledge to renounce war," Japanese media Kyodo News reported.
Before the late Shinzo Abe, Takaichi's "political mentor," took office as prime minister for the second time in December 2012, Japanese leaders had consistently mentioned the nation's aggression and expressed remorse at the ceremony, per Kyodo News.
Takaichi's remarks seek to balance Japan's established national position with her own political interests and those of her party, Lian Degui, director of the Center for Japanese Studies at Shanghai International Studies University, told the Global Times on Sunday.
As a representative of the right wing in Japan, Takaichi herself does not advocate deeper reflection on Japan's wartime past, but she also faces constraints from opposing political forces at home. Her deliberate avoidance of terms such as "remorse" therefore reflects her personal political stance, while also serving as a compromise between competing forces on Japan's political spectrum, Lian added.
Takaichi has adopted similarly ambiguous language on other sensitive security issues. At memorial ceremonies in Hiroshima and Nagasaki earlier this month, Takaichi said Japan currently maintains its Three Non-Nuclear Principles but stopped short of explicitly committing her government to keeping all three principles in the future.
Lian added that offering ambiguous remarks could also be seen as a move designed to leave room for policy debates over possible revisions to national security documents and related principles by year end. "As long as right-wing forces remain in power, Japan will continue drifting toward neo-militarism through a gradual and sustained erosion of the constraints imposed by its pacifist Constitution," Lian said.
Underlying strategic anxiety
In Takaichi's speech on Saturday, she also claimed that her country could become "a shining beacon in the 'Indo-Pacific' that others could rely on." The Japan Times reported on Saturday that her inclusion of the term "Indo-Pacific" likewise brought her foreign-policy agenda into the memorial message.
In an effort to curry favor with Washington, Japan has sought to portray itself as a leading force in containing China's rise. Yet such ambitions clearly overstate Japan's own capabilities and amount to little more than strategic overreach, as the gap between Japan and China in terms of overall national strength remains substantial, the expert said.
Takaichi's decision to invoke its so-called "Indo-Pacific strategy" on a sensitive historical anniversary only further exposes her administration's strategic anxiety and uncertainty in the face of China's rise, Lian added.
。 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。
B | 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。
C | 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）。
Current article:http://bfdjs1.suilaoheirenzhaizhaikang.sbs/ikul/11r.html
Published on:17:05:35