得州数据中心政策现转机，纳指期货因 AI 基建预期反弹

On the morning of November 6, Nasdaq futures rebounded after a sharp sell-off the previous session, trading up more than 1% as of publication, with South Korea's KOSPI narrowing its losses as well. Analysts pointed to positive signals on AI infrastructure circulating during the session. The earlier plunge had been driven by market fears that an incoming Democratic administration would change the outlook for AI infrastructure spending, though fresh developments suggested otherwise.

According to a report by Fenghuang Finance, Gavin Baker, founder of Atreides Management, posted on X on November 5 (Thursday) that Texas governor-electGina Hinojosa had made clear that all currently permitted Texas data centers would be allowed to complete construction. Baker argued this effectively covers all of 2027 and likely most of 2028 capacity. He added that Hinojosa plans legislation requiring future projects permitted from 2028 through 2029 to pay taxes and commit to not driving up residential electricity prices or water usage, to employ union labor, and to give 'Texans a seat at the table' in decision-making. Baker called the requirements 'sound,' saying Hinojosa does not want Texas rural towns to lose large numbers of blue-collar jobs and property tax revenue. Elon Musk subsequently reposted the post, replying with a single word: 'Interesting.'

The report also cited a JPMorgan strategist's view, which the excerpt cuts off mid-sentence. No further developments have emerged since, and the story currently stands at that point.