國際貨幣基金組織總裁：美國依賴強勁增長來降低赤字佔GDP的比例，但國際貨幣基金組織認爲這還不夠。

AI-related stock selling intensified, dragging major emerging-market equity indices lower for a second day and weakening currencies in Asian tech hubs. Julius Baer CIO Yves Bonzon said strong near-term profits may support some AI valuations but the technology’s development path is highly uncertain, which could cause episodic large-scale profit-taking over the coming years. He flagged uncertainty about how future profits will be allocated and where valuations will settle, noting today’s sharp sell-off in Korean semiconductor names as an example. Bonzon added that while a more bearish market would focus on supply growth risks, advanced AI storage products face long certification and validation cycles, so competitive impacts are likely to materialize gradually rather than immediately.

國際貨幣基金組織總裁：人工智能在增長和生產力方面具有潛力，但也帶來了風險。