同花顺|Oct 28, 2026 21:50
[Bessant Downplays AI Financing Risks, Says Future Fed Rate Hikes May Not Be a Mistake] US Treasury Secretary Bessant stated that although some AI-related debt yields have risen to double digits, the proportion of new cloud service providers in the overall AI industry is limited, and financing risks do not currently pose a significant problem. Related financing transactions are still underway, and companies like Meta have begun raising funds through stock issuance. He also stated that future Fed rate hikes may not necessarily be a policy mistake, and that an open attitude should be maintained to assess whether the energy shock is merely a temporary inflationary spike. Bessant anticipates that after the end of the US-Iran conflict, global oil supplies will become more abundant, helping to alleviate inflation and reduce borrowing costs.
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