律动BlockBeats|10月 29, 2026 08:30
[Tom Lee: Warsh's Speech More Dovish, Beneficial for Risk Assets and AI Trading Recovery] BlockBeats reported on October 29th that Tom Lee, speaking on CNBC after yesterday's FOMC meeting, stated that Warsh's speech was more dovish, which is beneficial for the recovery of risk assets and AI trading.
Tom Lee said that Warsh's public questioning of whether "AI growth will inevitably lead to inflation" is important, because the market had previously worried that AI capital expenditure would drive up inflation, forcing the Fed to raise or tighten interest rates. Therefore, "now we can treat good news as good news. You will be able to say that significantly better-than-expected data is a good thing because the Fed will not try to slow down the growth of artificial intelligence." [Original Link]
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