EPISODE · May 17, 2026 · 7 MIN
未来十年经济:先通胀后通缩
from 深度
美银预测,未来数年,90万亿美元级AI基建狂潮将把能源、电网、数据中心推向超级通胀;而2030年代,AI又可能亲手制造一场历史级通缩。市场已开始提前重估——长债被抛售、实际利率飙升,信用资产与科技股却继续狂奔。美银警告,真正的“技术奇点”不是聊天机器人,而是足以重写成本、就业与金融体系的文明级重构。
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未来十年经济:先通胀后通缩
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