数十年来最低溢价或藏暴雷风险！汇丰重磅警告：警惕“AI亢奋”反噬信贷市场

智通财经02-03

智通财经APP获悉，汇丰银行策略师表示，在围绕人工智能(AI)的乐观情绪推动收益率溢价降至数十年来最低水平之后，信贷投资者应当防范与“AI亢奋”相关的潜在下行风险。汇丰策略师Song Jin Lee和Tom Russell在一份报告中写道：“在美国，近期美国GDP增长中相当一部分与AI相关——无论是通过投资支出直接推动，还是通过AI相关股票带来的财富效应间接推动。任何令人失望的情况，都可能通过多个...

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