木头姐发文: 就业数据未显衰退,AI正驱动美国经济进入通缩与高生产率新周期

智通财经
Aug 09
【木头姐发文: 就业数据未显衰退,AI正驱动美国经济进入通缩与高生产率新周期 】针对近期引发市场担忧的美国就业数据,美国知名投资机构方舟投资创始人凯西·伍德8日表示,表面上的就业疲软掩盖了深层的经济结构性变化。她指出,人工智能等颠覆性技术正在大幅提升美国企业的生产率,当前美国经济面临的最大风险并非通货膨胀,而是技术通缩。伍德强调,美国当前的宏观经济指标正呈现出类似20世纪80年代“里根经济学”时期的特征。她指出,美国国内企业税前利润占国内生产总值的比重已达13.2%,创下数十年来的新高。这一高利润水平不仅源于疫情期间的财政与货币刺激,更得益于企业通过AI和自动化技术大幅提升了生产效率。她预计,随着生产率的加速提升,美国联邦赤字占GDP的比重有望在年底前降至5%左右。

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