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JPM Asset Management Strategist Aliaga: AI Buildout Significantly Impacts Inflation, Slowing AI Frontier to Boost Productivity
Stephanie Aliaga, Global Market Strategist at JPM Asset Management, believes that while oil prices are a long-term driver of inflation, the AI buildout is also having a significant impact. Her comments follow Fed Chair Warsh's remarks after the central bank raised interest rates. Aliaga argues that slowing the AI frontier will help with adoption and ultimately boost productivity.
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Source：彭博市场 · Source Link
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