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债券收益率可能终于开始反映人工智能世界的影响
投资公司正在重新评估人工智能的长期宏观经济影响
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Published Thu, May 21, 2026 · 06:30 AM
本文由AI辅助翻译
尽管有些人对人工智能热潮与借贷成本上升同时出现感到困惑，但这两者其实密切相关。
除了人工智能投资狂潮带来的短期热度，长期的生产力飙升也正在推高中性利率的预估值，即便劳动者在国内生产总值（GDP）这块蛋糕中所占的份额正在下降。
与伊朗相关的石油冲击及其直接导致的通胀后果，解释了本月债券市场部分紧张情绪的来源。但在能源危机期间，股市创下历史新高则更难解释。
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