【德银：债市看空叙事已走过头】德意志银行George Saravelos表示，市场低估了人工智能领域出现重大事故并引发资金涌入债券的风险。围绕人工智能的叙事已从“可能具有通缩效应”转向“推高收益率”，客户对法国债务“普遍看空”。Saravelos认为，当前市场最大的系统性风险是人工智能生态系统“出现问题”，这将“利空美元、利好债券”。
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