瑞穗:AI需求对日本CPI的通胀影响或有限

格隆汇
Oct 06
瑞穗证券经济学家表示,自2026年初以来,与人工智能相关的需求显著推高了日本企业商品价格,但由于AI相关成本上涨只影响部分耐用消费品,即使假设所有成本都转嫁给消费者,其对消费者价格指数(CPI)的上行影响也似乎有限。他们补充说:“至少从成本推动的角度来看,将AI相关需求带来的通胀风险与能源价格高企或日元贬值相提并论,是有些夸大其词了。”日本央行行长植田和男周二在讲话中重申,AI需求与油价上涨和日元贬值一样,都是推高日本通胀的因素之一。

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