惠誉警告:AI市场的回调正成为全球主要信贷风险

格隆汇
Jul 28
评级机构惠誉警告称,人工智能热潮以及可能的回调风险正成为全球主要的信贷风险,这加剧了人们对科技估值飙升和在未来回报尚未确定之际,便提前投入前所未有的支出的担忧。迄今为止尚未有任何其他主要评级机构发出如此直接的表态。在第三季度全球风险展望中,惠誉表示,信贷环境仍主要受两大短期风险影响:对人工智能相关市场调整的日益加剧的脆弱性,以及与美伊冲突相关的持续不确定性。评级机构重申了全球监管机构近期的警告,即人工智能热潮正日益与经济增长和资本市场交织在一起,尤其是在美国,这增加了任何大规模抛售的风险。惠誉表示:“人工智能投资的规模如此之大,以至于经济和整个资本市场对这种调整的暴露程度相当显著。”

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