鲁比尼并不担忧债市抛售 认为收益率上升更多反映AI投资热潮

智通财经
Sep 04
【鲁比尼并不担忧债市抛售 认为收益率上升更多反映AI投资热潮】鲁里埃尔·鲁比尼对近期债市抛售持相对乐观看法,认为推动收益率上升的最大因素,是市场对人工智能热潮将带来成果的乐观预期。这位在2008年全球金融危机及其后因多次发出悲观警告而闻名的经济学家,近年来语调已转趋乐观。周五,他在接受彭博电视采访、谈及近期债市波动时延续了这一基调。“确实存在一些财政方面的担忧,但我认为,实际收益率上升的最大推动因素,是资本开支、人工智能以及未来科技领域的繁荣,”他在意大利科莫湖畔的切尔诺比奥(Cernobbio)表示。“债券收益率上升,其中一部分或许实际上是在释放增长更强的信号。通常在风险偏好上升时,经济增长会更强,股价会上涨,债券收益率也会上升,”他说。

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