观点综述：AI热将浇灭沃什快速降息的希望亚洲科技股超级周期未见顶

环球市场播报06-02

Apollo首席经济学家称AI热潮将浇灭美联储新任主席沃什快速降息的希望。纽约联储研究显示，比起人工智能，远程办公对年轻毕业生求职影响更大。法国巴黎银行表示亚洲科技股超级周期远未见顶。　　Apollo首席经济学家称AI热潮将浇灭美联储新任主席沃什快速降息的希望　　Apollo Global Management Inc．首席经济学家Torsten Slok表示，人工智能基础设施建设在初期将推...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2640038967?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-06-02 06:03","share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","id":"2640038967","market":"sg","top_or_hot":-1,"title":"观点综述：AI热将浇灭沃什快速降息的希望 亚洲科技股超级周期未见顶","media":"环球市场播报","content":"<div>\n<p>Apollo首席经济学家称AI热潮将浇灭美联储新任主席沃什快速降息的希望。纽约联储研究显示，比起人工智能，远程办公对年轻毕业生求职影响更大。法国巴黎银行表示亚洲科技股超级周期远未见顶。\n　　Apollo首席经济学家称AI热潮将浇灭美联储新任主席沃什快速降息的希望\n　　Apollo Global Management Inc．首席经济学家Torsten Slok表示，人工智能基础设施建设在初期将推...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-06-02/doc-inhzyhiy3399097.shtml\">网页链接</a>\n\n</div>\n","source":"sina","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>观点综述：AI热将浇灭沃什快速降息的希望 亚洲科技股超级周期未见顶</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n观点综述：AI热将浇灭沃什快速降息的希望 亚洲科技股超级周期未见顶\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-06-02 06:03 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2026-06-02/doc-inhzyhiy3399097.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apollo首席经济学家称AI热潮将浇灭美联储新任主席沃什快速降息的希望。纽约联储研究显示，比起人工智能，远程办公对年轻毕业生求职影响更大。法国巴黎银行表示亚洲科技股超级周期远未见顶。\n　　Apollo首席经济学家称AI热潮将浇灭美联储新任主席沃什快速降息的希望\n　　Apollo Global Management Inc．首席经济学家Torsten Slok表示，人工智能基础设施建设在初期将推高...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-06-02/doc-inhzyhiy3399097.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4135","symbol_name":"资产管理与托管银行","start_time":0,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-06-02/doc-inhzyhiy3399097.shtml","article_id":"2640038967","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2640038967","pubTimestamp":1780351380,"columns":[],"sourceInfo":{"source_id":"sina","name":"sina"},"weMediaInfo":null,"summary":"Apollo首席经济学家称AI热潮将浇灭美联储新任主席沃什快速降息的希望。纽约联储研究显示，比起人工智能，远程办公对年轻毕业生求职影响更大。法国巴黎银行表示亚洲科技股超级周期远未见顶。　　Apollo Global Management Inc．首席经济学家Torsten Slok表示，人工智能基础设施建设在初期将推高通胀，这将使新任美联储主席凯文·沃什无法以他此前所暗示的可能的速度那样迅速降息。　　法国巴黎银行表示，这预示着东北亚地区在2026年下半年将比印度更具优势。","collect":0,"end_time":0,"defaultTopTitle":"sina.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK4135":"资产管理与托管银行","LU0106831901.USD":"贝莱德世界金融基金A2","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","BK4184":"其它综合性金融服务","APO":"阿波罗全球管理","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU0006061336.USD":"Blackrock US Small and MidCap Opportunities A2 USD","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","LU1791807156.HKD":"BGF WORLD FINANCIALS \"A2\" (HKDHDG) ACC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC"},"translate_title":"Opinion Roundup: AI fever will dampen Wash's hopes of quick rate cuts Asian tech stock supercycle not peaking","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"APO":1.87},"content_text":"Apollo首席经济学家称AI热潮将浇灭美联储新任主席沃什快速降息的希望。纽约联储研究显示，比起人工智能，远程办公对年轻毕业生求职影响更大。法国巴黎银行表示亚洲科技股超级周期远未见顶。\n　　Apollo首席经济学家称AI热潮将浇灭美联储新任主席沃什快速降息的希望\n　　Apollo Global Management Inc．首席经济学家Torsten Slok表示，人工智能基础设施建设在初期将推高通胀，这将使新任美联储主席凯文·沃什无法以他此前所暗示的可能的速度那样迅速降息。\n　　Slok周一在节目Surveillance上表示：“我们可能还得再等一段时间，因为在初期，AI热潮肯定会推升通胀。”他说，从半导体价格、能源价格和劳动力成本来看，价格压力风险“非常明确”。\n　　纽约联储研究：比起人工智能 远程办公对年轻毕业生求职影响更大\n　　纽约联储银行的一项研究显示，相较于人工智能的普及，远程办公的兴起更能解释近期年轻大学毕业生失业率上升的原因。\n　　纽约联储经济学家Natalia Emanuel等研究人员周一在纽约联储官网发布的博客文章中表示，29岁以下拥有大学学历劳动者的失业率较疫情前水平上升，其中约64%可归因于居家办公趋势。\n　　法国巴黎银行：亚洲科技股超级周期远未见顶\n　　法国巴黎银行表示，至少在短期内，在估值支撑下，科技股超级周期依然是亚洲市场中唯一具有高确定性的盈利增长故事。\n　　“现在就断言科技股周期已经见顶还为时过早，可能最早也要等到2027年上半年才会出现这一担忧。”该行亚太区现货股票研究主管William Bratton在一份报告中写道。\n　　法国巴黎银行表示，这预示着东北亚地区在2026年下半年将比印度更具优势。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：丁文武","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"isLaohu8Offline":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.44.0","shortVersion":"4.44.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2640038967","isCrawlerRequest":true}

观点综述：AI热将浇灭沃什快速降息的希望 亚洲科技股超级周期未见顶

精彩评论

观点综述：AI热将浇灭沃什快速降息的希望亚洲科技股超级周期未见顶