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麦肯锡:人工智能支出或将限制美联储在2026年的降息幅度

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2025-11-26 16:49:58
人工智能驱动的增长可能会使美国经济保持强劲势头,从而抑制美联储明年预期中的降息幅度。尽管市场预期美联储降息可能高达三次,但麦肯锡公司的达斯汀·里德表示,人工智能带来的更快增长可能需要更紧缩的政策,从而使得美国国债收益率走高。他预计,到2026年年中,美国10年期国债收益率将从目前的4%升至4.4%。
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