原帖引用 · AI 翻译
Rohan Paul@rohanpaul_ai
彭博社：澳大利亚储备银行助理行长萨拉·亨特表示，澳大利亚的人工智能投资激增将在生产率提升显现之前推高通胀。
数据中心建设增加了对本已紧缺的熟练技工的需求，更高的建筑成本正传导至消费者价格指数。
她说，价格上涨的新款手机和游戏机也会带来较小幅度的推升。
人工智能几乎尚未影响员工人数，但受人工智能影响较大的职业中，招聘广告和就业情况更为疲弱，年轻劳动者尤其如此。
她警告说，如果人工智能的回报不及预期，股票和公司债券的价格可能大幅重新调整，因为投资者要求的风险补偿很低。
原文
Bloomberg: Reserve Bank of Australia Assistant Governor Sarah Hunter says Australia’s AI investment surge will lift inflation before productivity gains arrive. Data centre construction is adding demand for already-stretched skilled trades, and higher building costs are reaching the consumer price index. Pricier new phones and game consoles add a smaller push, she said. AI has barely touched headcount, but job ads and employment are weaker in AI-exposed occupations, especially for younger workers. She warned equities and corporate debt could reprice sharply if AI returns disappoint, since investors demand little compensation for risk.
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