高盛认为AI推动韩国呈现K型化利率面临压力

环球市场播报05-11

　　高盛集团由Andrew Tilton领导的经济学家团队指出，他们目前预计韩国将在第三季度和第四季度分别加息25个基点。

　　他们指出，今年，韩国AI相关出口可能增加两倍至国内生产总值（GDP）的近30%。

　　与此同时，受区域性供应过剩和能源冲击的影响，非技术类出口可能仍将保持低迷。

　　“K型周期表明，应采取有针对性、审慎的财政政策。”

　　经济学家在5月11日的一份报告中写道：随着AI驱动的出口大幅增长，货币面临升值。”

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高盛认为AI推动韩国呈现K型化 利率面临压力

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高盛认为AI推动韩国呈现K型化利率面临压力