贝森特淡化对收益率上升和AI泡沫的担忧

格隆汇
Oct 04
美国财政部长贝森特表示,近期美债收益率上升与全球趋势一致,无需过度惊慌。周六,他在接受Axios采访时说道:“如果出现某种特殊性的上升,我会担忧。”“(但)我们没有看到人们抛售美债去购买德债或日债。”“我无法控制债券市场。我能做的是让人们慢下来思考。”贝森特还称赞了美国对阿根廷的金融干预,并对未来实施类似援助持开放态度。他说:“我认为,阿根廷的稳定带来了拉丁美洲的巨变,这或许是具有代际意义的转变,甚至是史无前例的,我们从未有过这么多拉丁美洲国家与美国结盟。”此外,贝森特还驳斥了有关AI泡沫的担忧,认为微软、谷歌和Meta等主要参与者正在投入大量资金,并推动Anthropic和OpenAI等公司实现显著的收入增长。

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