<p><img src="https://imageproxy.pbkrs.com/https://images.unsplash.com/photo-1569025690938-a00729c9e1f9/query-YXV0bz1mb3JtYXQmZml0PWNyb3AmaXhpZD1leUpoY0hCZmFXUWlPakV5TURkOSZpeGxpYj1yYi0xLjIuMSZxPTgwJnc9MTAwMA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="1000" height="667" original-src="https://imageproxy.pbkrs.com/https://images.unsplash.com/photo-1569025690938-a00729c9e1f9/query-YXV0bz1mb3JtYXQmZml0PWNyb3AmaXhpZD1leUpoY0hCZmFXUWlPakV5TURkOSZpeGxpYj1yYi0xLjIuMSZxPTgwJnc9MTAwMA"/></p>
<p><em>图片来源：Unsplash</em></p>
<p>有些事情不太对劲。</p>
<p>我们被告知经济表现良好。事实上，来自美联储的官方指标显示，美国 GDP 目前的年化增长率为 4%。</p>
<p>然而……尽管如此，美联储已经开始降息，并每月印刷 400 亿美元用于购买美国债务。为了让这些行动更具可比性，美联储通常在_经济衰退_期间采取这样的措施，以缓解经济冲击。</p>
<p>美联储为什么要这样做？如果经济如此良好，为什么美联储需要像我们已经处于衰退一样进行干预？</p>
<p>微软 AI 部门的首席执行官穆斯塔法·苏莱曼似乎有答案……</p>
<blockquote>
<p>“<strong>我认为我们将在大多数，甚至所有专业任务上实现人类水平的表现</strong>——比如白领工作，坐在电脑前的律师、会计师、项目经理或市场营销人员——<strong>大多数任务将在接下来的 12 到 18 个月内完全由 AI 自动化”</strong> ~ 穆斯塔法·苏莱曼谈人工通用智能（AGI）的潜力。</p>
</blockquote>
<p>这引发了一个问题……</p>
<p>美联储的干预是否因为即将到来的 AI 引发的经济衰退？</p>
<p>想一想。</p>
<p>美国已经处于 K 型经济中，前 10% 的美国人是经济尚未崩溃的唯一原因。这一收入类别占消费者支出的 45%-50%，大约相当于 GDP 的三分之一。</p>
<p>简单来说，如果将这一收入类别从美国经济中移除，情况将迅速变得糟糕。</p>
<p>而这些正是负责 AI 建设的首席执行官们认为 AI 将取代的_确切_人群。</p>
<p>所以我再次问，美联储的干预是否因为即将到来的 AI 引发的经济衰退？特朗普政府是否秘密知道，为了赢得美中之间的 AI 军备竞赛，将会消灭数十万高薪工作？</p>
<p>市场是否开始意识到这一点？</p>
<p><img src="https://imageproxy.pbkrs.com/https://gainspainscapital.com/wp-content/uploads/2026/02/GPC21325.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="620" height="376" original-src="https://imageproxy.pbkrs.com/https://gainspainscapital.com/wp-content/uploads/2026/02/GPC21325.png"/></p>
<hr/>
<p><em>更多来自此作者的文章：</em></p>
<p>到 2035 年，AI 将消耗纽约市 10 倍的能源</p>
<p>廉价债务之王将释放另一轮通货膨胀</p>
<p>你需要了解的关于在这些水平交易黄金的唯一信息</p>

MSFO

微软每日 2 倍做多 ETF - Direxion

2 倍做多 MSFT ETF - GraniteShares

MSFX

<p>这篇文章讨论了美联储在强劲经济背景下意外降息和印钞的举措，质疑这些措施是否预示着即将到来的人工智能引发的经济衰退。微软人工智能部门首席执行官穆斯塔法·苏莱曼预测，人工智能将在 12 到 18 个月内自动化许多专业任务，可能对经济产生负面影响。文章强调了 K 型经济，其中前 10% 的收入者推动消费支出，并对由于人工智能进步导致的失业问题及其对经济的影响表示担忧</p>

<p><img src="https://imageproxy.pbkrs.com/https://images.unsplash.com/photo-1569025690938-a00729c9e1f9/query-YXV0bz1mb3JtYXQmZml0PWNyb3AmaXhpZD1leUpoY0hCZmFXUWlPakV5TURkOSZpeGxpYj1yYi0xLjIuMSZxPTgwJnc9MTAwMA" alt="" original-src="https://images.unsplash.com/photo-1569025690938-a00729c9e1f9?ixlib=rb-1.2.1&amp;ixid=eyJhcHBfaWQiOjEyMDd9&amp;auto=format&amp;fit=crop&amp;w=1000&amp;q=80"/></p>
<p><em>Image Source: Unsplash</em></p>
<div class="lb-trans"><p><em>图片来源：Unsplash</em></p>
</div><p>Something doesn’t add up.</p>
<div class="lb-trans"><p>有些事情不太对劲。</p>
</div><p>We are told that the economy is doing great. Indeed, the official metrics from the Fed suggest that U.S. GDP is currently clocking in at an annualized rate of 4%.</p>
<div class="lb-trans"><p>我们被告知经济表现良好。事实上，来自美联储的官方指标显示，美国 GDP 目前的年化增长率为 4%。</p>
</div><p>And yet… despite this, the Fed is already cutting rates AND printing $40 billion per month and using the money to buy U.S. debt. To put those actions into perspective, the Fed usually does this during <em>recessions</em> to cushion the economic fallout.</p>
<div class="lb-trans"><p>然而……尽管如此，美联储已经开始降息，并每月印刷 400 亿美元用于购买美国债务。为了让这些行动更具可比性，美联储通常在_经济衰退_期间采取这样的措施，以缓解经济冲击。</p>
</div><p>Why is the Fed doing this? If the economy is so great, why does the Fed need to intervene as if we’re already in a recession?</p>
<div class="lb-trans"><p>美联储为什么要这样做？如果经济如此良好，为什么美联储需要像我们已经处于衰退一样进行干预？</p>
</div><p>The CEO of Microsoft’s AI division, Mustafa Suleyman, seems to have an answer…</p>
<div class="lb-trans"><p>微软 AI 部门的首席执行官穆斯塔法·苏莱曼似乎有答案……</p>
</div><blockquote>
<p>“ <strong>I think we’re going to have a human-level performance on most, if not all, professional tasks</strong> – so white collar where you’re sitting down at a computer, either being a lawyer, accountant, or project manager, or marketing person – <strong>most of the tasks will be fully automated by an AI within the next 12 to 18 months”</strong> ~ Mustafa Suleyman on the potential of Artificial general intelligence or AGI.</p>
</blockquote>
<div class="lb-trans"><blockquote>
<p>“<strong>我认为我们将在大多数，甚至所有专业任务上实现人类水平的表现</strong>——比如白领工作，坐在电脑前的律师、会计师、项目经理或市场营销人员——<strong>大多数任务将在接下来的 12 到 18 个月内完全由 AI 自动化”</strong> ~ 穆斯塔法·苏莱曼谈人工通用智能（AGI）的潜力。</p>
</blockquote>
</div><p>This raises the question…</p>
<div class="lb-trans"><p>这引发了一个问题……</p>
</div><p>Is the Fed intervening because an AI-induced depression is just around the corner?</p>
<div class="lb-trans"><p>美联储的干预是否因为即将到来的 AI 引发的经济衰退？</p>
</div><p>Think about it.</p>
<div class="lb-trans"><p>想一想。</p>
</div><p>The U.S. is already in a K-shaped economy in which the top 10% of Americans are the ONLY reason the economy hasn’t already rolled over. This category of incomes accounts for 45%-50% of consumer spending, which translates to roughly a THIRD of GDP.</p>
<div class="lb-trans"><p>美国已经处于 K 型经济中，前 10% 的美国人是经济尚未崩溃的唯一原因。这一收入类别占消费者支出的 45%-50%，大约相当于 GDP 的三分之一。</p>
</div><p>Put simply, if you remove this category of incomes from the U.S. economy, and things quickly become horrific.</p>
<div class="lb-trans"><p>简单来说，如果将这一收入类别从美国经济中移除，情况将迅速变得糟糕。</p>
</div><p>And theseare <em>precisely</em> the people who AI will replace according to the CEOs in charge of the AI-buildouts.</p>
<div class="lb-trans"><p>而这些正是负责 AI 建设的首席执行官们认为 AI 将取代的_确切_人群。</p>
</div><p>So again, I ask, is the Fed intervening because an AI-induced depression is just around the corner? Does the Trump administration secretly know that in order to win the AI-arms race between the U.S. and China it’s going to eradicate hundreds of thousands of high paying jobs?</p>
<div class="lb-trans"><p>所以我再次问，美联储的干预是否因为即将到来的 AI 引发的经济衰退？特朗普政府是否秘密知道，为了赢得美中之间的 AI 军备竞赛，将会消灭数十万高薪工作？</p>
</div><p>And are the markets starting to figure this out?</p>
<div class="lb-trans"><p>市场是否开始意识到这一点？</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://gainspainscapital.com/wp-content/uploads/2026/02/GPC21325.png" alt="" original-src="https://gainspainscapital.com/wp-content/uploads/2026/02/GPC21325.png"/></p>
<hr/>
<div class="lb-trans"><hr/>
</div><p><em>More By This Author:</em></p>
<div class="lb-trans"><p><em>更多来自此作者的文章：</em></p>
</div><p>AI Will Consume 10X The Energy Of New York City By 2035</p>
<div class="lb-trans"><p>到 2035 年，AI 将消耗纽约市 10 倍的能源</p>
</div><p>The King Of Cheap Debt Is Going To Unleash Another Round Of Inflation</p>
<div class="lb-trans"><p>廉价债务之王将释放另一轮通货膨胀</p>
</div><p>The Only Thing You Need to Read About Trading Gold At These Levels</p>
<div class="lb-trans"><p>你需要了解的关于在这些水平交易黄金的唯一信息</p>
</div>

美联储是否因为人工智能可能引发的经济衰退即将到来而进行干预？