金吾财讯 | 日经225指数收盘涨2.4%，报69946.86点。日本央行副行长内田真一表示，人工智能（AI）对生产力与劳动市场带来正负双重影响，已成为包括日本央行在内，全球主要央行制定货币政策时，不可忽视的关键议题。 内田真一指出，AI对经济的影响涵盖多个层面。在需求侧方面，AI浪潮形成巨大的正向需求冲击，对整体经济与物价带来上行压力；在供给侧方面，则可能透过提高生产力与推动资本存量累积，产生中长期正面效应。这些变动将直接牵动货币政策制定的核心参数，包括产出缺口、金融状况以及经济长期均衡的“中性利率”。
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