翻译尚未完成，当前显示原文。
This article first appeared on GuruFocus. Amazon (NASDAQ:AMZN) and Microsoft (NASDAQ:MSFT) could emerge as unexpected winners from a slowdown in U.S. data center construction, according to Yorkville Ives analyst Dan Ives. His counterintuitive argument comes after Democrats' midterm election victories raised concerns about tighter restrictions on AI infrastructure, potentially making existing computing capacity more valuable while reducing future spending pressures. Warning! GuruFocus has detected 5 Warning Sign with MSFT. Is MSFT fairly valued? Test your thesis with our free DCF calculator.
我们公开展示核心要点。创建免费账户后可继续阅读全文、保存、讨论，并结合市场和 OSINT 背景分析。