IMF总裁格奥尔基耶娃：AI既是全球增长希望也是通胀与债务风险

The president of the IMF characterized the wave of AI construction as a variable that coexists with growth momentum, inflation, and debt risks. For the gold market, attention needs to be paid to the potential impact of inflationary stickiness brought about by energy cost channels and public debt approaching post-war highs on real interest rates and risk aversion. Foreign exchange traders should be wary of financial stability disruptions that may be caused by changes in AI-related trade shares and concentration of U.S. stock holdings, and pay attention to the transmission of risk appetite fluctuations to major currencies.