巴克莱警告AI基建扩张可能使相关交易面临政治风险

【巴克莱警告AI基建扩张可能使相关交易面临政治风险】金色财经报道，8月26日，巴克莱策略团队表示，快速扩张的AI基础设施正在引发美国两党选民反弹，可能给当前热门的AI交易带来政治风险。巴克莱称，“数据中心建设正在让AI从一个抽象的科技故事，变成一个具体的生活成本问题”。即使与AI接触有限的选民，也会受到更高电费、水资源压力以及社区工业设施建设的影响。EvercoreISI和BCA Research也警告，耗电型数据中心建设热潮正成为中期选举敏感议题，选民对不断上涨的电费越来越不满。巴克莱认为，无论中期选举结果如何，AI交易都缺乏新的上涨催化剂，并提醒投资者不要假设“快速AI应用增长与宽松政治环境能够长期共存”。该行旗下AI数据中心指数包含超过40家公司，包括超微电脑、Arista Networks和微软，相关股票可能面临政策压力。(2026-08-26 06:13:44)

排名	#	交易平台	24H成交额	成交涨跌幅	活跃度
1	OKX 欧易OKX	$179.16亿	-11.15%	86.7%	86.7%
2	HTX 火币huobi	$26.13亿	0.45%	68.6%	68.6%
3	Binance 币安网	$401.57亿	-8.33%	85.4%	85.4%
4	Coinbase Coinbase	$9.17亿	-15.61%	69.3%	69.3%
5	Bybit Bybit	$108.75亿	-6.76%	65.3%	65.3%
6	Crypto.com Crypto.com	$12.56亿	-8.26%	53.3%	53.3%
7	Bitfinex Bitfinex	$2.10亿	19.51%	65.3%	65.3%
8	Kraken K网(Kraken)	$7.37亿	-8.89%	68.4%	68.4%
9	Upbit Upbit	$2.86亿	-20.78%	56.9%	56.9%
10	Bitget Bitget	$72.91亿	0.51%	71.1%	71.1%
11	Deribit Deribit	$4.51亿	5.27%	36.2%	36.2%
12	Gemini 双子星（Gemini）	$3,059.28万	-18.29%	59.5%	59.5%
13	BiKing 币王	$219.13亿	-0.43%	31%	31%
14	MEXC MEXC	$108.13亿	1.32%	76.2%	76.2%
15	Bithumb Bithumb	$1.41亿	-9.61%	66.9%	66.9%
16	gate.io 大门	$109.71亿	-12.52%	55.2%	55.2%
17	BitTap 币泰	$11.53亿	-6.53%	26%	26%
18	Hyperliquid Hyperliquid	$15.86亿	26.5%	46.9%	46.9%
19	Uniswap v3 (Base) Uniswap v3 (Base)	$1.07亿	-10.65%	31.5%	31.5%
20	bitFlyer bitFlyer	$1,630.89万	-20.93%	58.2%	58.2%

排名	#	币种	最新价	24H最高	24H最低	24H量	流通市值	24H涨跌幅
1	BTC 比特币	$ 78968	$8.13万	$7.79万	$9.14亿	$1.58兆	0.24%	0.24%
2	ETH 以太坊	$ 2455.61	$2,533.16	$2,415.00	$3.76亿	$2,963.76亿	-0.91%	-0.91%
3	XRP 瑞波币	$ 1.4463	$1.55	$1.41	$7,217.87万	$881.05亿	-2.05%	-2.05%
4	BNB 币安币	$ 696.9	$719.10	$688.00	$1,317.14万	$950.29亿	-0.68%	-0.68%
5	USDC USD Coin	$ 1.0001	$1.00	$1.00	$3,301.82万	$707.22亿	0%	0%
6	SOL Solana	$ 97.21	$103.14	$95.27	$1.93亿	$550.74亿	-0.46%	-0.46%
7	TRX 波场	$ 0.3363	$0.35	$0.34	$453.18万	$318.54亿	-2.29%	-2.29%
8	DOGE 狗狗币	$ 0.08666	$0.09	$0.08	$2,915.16万	$145.78亿	-3.16%	-3.16%
9	BCH 比特现金	$ 266.4	$281.76	$260.66	$239.73万	$53.22亿	-1.71%	-1.71%
10	HYPE Hyperliquid	$ 80.17	$83.25	$77.79	$3,741.59万	$272.06亿	2.92%	2.92%
11	ADA 艾达币	$ 0.21205	$0.23	$0.21	$1,041.42万	$76.23亿	-3.53%	-3.53%
12	WBTC Wrapped Bitcoin	$ 77946.7	$8.10万	$7.79万	$9,568.98	$100.48亿	-2.23%	-2.23%
13	LEO UNUS SED LEO	$ 9.354	$9.37	$9.28	$1,119.86	$86.22亿	0.64%	0.64%
14	LINK ChainLink	$ 11.386	$11.97	$11.13	$1,051.98万	$77.21亿	-1.85%	-1.85%
15	XLM 恒星币	$ 0.18496	$0.20	$0.18	$329.90万	$59.95亿	-4.19%	-4.19%
16	LTC 莱特币	$ 50.39	$52.99	$49.49	$743.21万	$38.66亿	-2.07%	-2.07%
17	HBAR Hedera Hashgraph	$ 0.07846	$0.08	$0.08	$337.30万	$33.58亿	-0.78%	-0.78%
18	ZEC 大零币	$ 781.69	$866.80	$751.15	$2,437.98万	$128.79亿	-5.22%	-5.22%
19	AVAX Avalanche	$ 7.386	$7.73	$7.23	$530.34万	$31.78亿	-1.92%	-1.92%
20	SHIB Shiba Inu	$ 0.000005319	$0.00	$0.00	$216.71万	$31.34亿	-2.08%	-2.08%
21	SUI Sui	$ 0.7651	$0.83	$0.74	$1,070.40万	$29.01亿	-3.42%	-3.42%
22	CRO Cronos	$ 0.05889	$0.06	$0.06	$46.44万	$22.73亿	-1.88%	-1.88%
23	WLFI worldlibertyfinancial-education	$ 0.05823	$0.06	$0.06	$267.14万	$15.57亿	1.25%	1.25%
24	UNI Uniswap	$ 4.293	$4.47	$4.17	$700.19万	$27.27亿	-0.37%	-0.37%
25	DOT 波卡币	$ 0.8592	$0.92	$0.84	$164.40万	$14.20亿	-3.87%	-3.87%
26	MNT Mantle	$ 0.5179	$0.53	$0.51	$31.12万	$16.85亿	0.77%	0.77%
27	PAXG PAX Gold	$ 4660.54	$4,689.00	$4,597.80	$171.09万	$17.75亿	-0.11%	-0.11%
28	ASTER Aster	$ 0.7037	$0.72	$0.68	$457.81万	$17.56亿	0.87%	0.87%
29	AAVE Aave	$ 126.96	$136.33	$124.31	$481.83万	$19.44亿	-3.86%	-3.86%
30	HTX HTX	$ 0.0000017195	$0.00	$0.00	$2,270.58	$17.19亿	-2.02%	-2.02%
31	TAO Bittensor	$ 233.17	$246.22	$224.22	$454.52万	$24.64亿	-2.93%	-2.93%
32	OKB OK币	$ 113.94	$120.19	$111.11	$443.42万	$23.93亿	-1.42%	-1.42%
33	PEPE Pepe	$ 0.000003846	$0.00	$0.00	$1,389.51万	$16.18亿	-4.13%	-4.13%
34	ETC 以太经典	$ 7.704	$8.10	$7.51	$135.84万	$11.94亿	-0.11%	-0.11%
35	NEAR NEAR Protocol	$ 1.884	$2.01	$1.83	$851.08万	$24.20亿	-2.63%	-2.63%
36	ICP Internet Computer(Dfinity)	$ 2.399	$2.50	$2.33	$136.59万	$13.10亿	-0.82%	-0.82%
37	PI Pi Network	$ 0.09004	$0.09	$0.09	$53.57万	$7.55亿	1.14%	1.14%
38	WLD Worldcoin	$ 0.3863	$0.42	$0.38	$830.40万	$10.45亿	-3.25%	-3.25%
39	ATOM 阿童木	$ 1.532	$1.56	$1.50	$17.75万	$7.46亿	0.52%	0.52%
40	FDUSD First Digital USD	$ 0.9986	$1.00	$1.00	$1,201.37万	$9.82亿	-0.05%	-0.05%
41	ENA Ethena	$ 0.14493	$0.16	$0.14	$623.25万	$11.53亿	-4.08%	-4.08%
42	USDD USDD	$ 0.9994	$1.00	$1.00	$8,031.13	$8.55亿	-0.01%	-0.01%
43	KAS Kaspa	$ 0.02787	$0.03	$0.03	$181.87万	$7.55亿	-3.49%	-3.49%
44	QNT Quant	$ 63.62	$66.38	$62.88	$3.23万	$7.68亿	-1.31%	-1.31%
45	ALGO Algorand	$ 0.08958	$0.10	$0.09	$23.47万	$7.92亿	-1.96%	-1.96%
46	FLR Flare	$ 0.006617	$0.01	$0.01	$15.29万	$5.47亿	-4.79%	-4.79%
47	XDC XDC Network	$ 0.02882	$0.03	$0.03	$24.99万	$5.50亿	-3.74%	-3.74%
48	APT Aptos	$ 0.5689	$0.62	$0.55	$73.98万	$4.27亿	-5.85%	-5.85%

巴克莱警告AI基建扩张可能使相关交易面临政治风险

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