蓝领 AI 就业繁荣遭遇数据中心反弹，能否破灭？

1. 核心事实剥离

事件本质：尽管美国公众对 AI 数据中心"反感度上升、州层面放慢开发节奏"，但 HVAC、管道、焊接、电气等蓝领工种正经历一轮由 AI 基建驱动的就业繁荣，可交易变量是 AI 资本支出节奏的政治风险溢价 与 蓝领工资粘性对通胀路径的二阶反馈〔SRC:"The public has soured on AI data centers and states are slowing development, but for HVAC, plumbing, welding, and electrical workers, it's been a jobs b