金吾财讯 | 美联储理事丽莎·库克表示，人工智能（AI）的普及及其带来的通胀推动力是2027年宏观经济面临的首要风险。她指出，日益频繁且影响持久的供给侧冲击正对货币政策制定构成严峻挑战。库克分析认为，虽然从长远来看AI有助于提升生产力，但在生产力提升所带来的通缩效应显现之前，算力和相关供应链瓶颈可能引发持续的通胀压力。在上月的政策会议上，美联储一致决定加息25个基点，以促使通胀率更及时地向2%的目标靠拢。此外，库克还提到地缘政治冲突（如中东局势）对供应链的持续扰动。她强调，美联储以往“忽视供给冲击”的政策范式正在发生转变。面对纷繁复杂的供应链瓶颈，央行未来的“最佳应对措施”将更加依赖于受冲击行业的具体性质，而非简单地维持原有政策路线。
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