麦格理资本的Viktor Shvets表示，加息可能不会放缓美国经济，反而会使其更加K型化。
Raising interest rates may not slow down the U.S. economy but make it even more K-shaped: Strategist Macquarie Capital's Viktor Shvets says that inflationary pressures are unrelated to the overheating economy, labor or real estate markets but essentially due to scarcity of money from the AI buildout and increasing term premium.
通胀压力与过热的经济、劳动力或房地产市场无关，而主要是由于AI建设导致的资金稀缺和期限溢价上升。
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