澳大利亚央行加息25个基点至4.85%,AI投资与能源成本推高通胀
Australia lifts rates to 18-year high as AI boom, energy costs fuel inflation
Reserve Bank of Australia menaikkan kadar faedah sebanyak 25 mata asas kepada 4.85% pada hari Selasa, paras tertinggi dalam 18 tahun. Jawatankuasa Dasar Monetari mengundi 6 berbanding 3, dengan tiga ahli menyokong mengekalkan 4.60% tidak berubah. Bank itu menangguhkan unjuran inflasi untuk kembali ke bahagian atas julat sasaran 2% hingga 3% hingga akhir 2027, kira-kira tiga suku lewat daripada jangkaan sebelumnya. Ia berkata bahawa pelaburan berkaitan AI memacu kenaikan pesat dalam harga komoditi teknologi, dan konflik di Timur Tengah juga telah menaikkan harga bahan api dan komoditi. Keputusan itu berbeza dengan kadar pegangan Rizab Persekutuan yang stabil minggu lalu, dengan pegawai memberi amaran bahawa ledakan dalam pelaburan AI menambah tekanan harga.
The RBA raised rates to an 18-year high and explicitly cited AI-related investment and energy costs as structural factors pushing up inflation, implying its tightening cycle may last longer than the market expects, giving the Australian dollar relative support on rate differentials. Notably, both the RBA and the Fed have flagged pressure on prices from AI investment, a cross-market common thread worth tracking, as it could change major central banks' judgments on the neutral rate. Follow-up focus is on whether the timetable for inflation's return to target is pushed back further, and how policy divergence between Australia and the US affects carry trades.
澳大利亚央行加息至18年高位,并把AI相关投资列为推升物价的因素之一,可与美联储的同类表态对照阅读。
来源:CoinTelegraph · cointelegraph.com