<p>华尔街的反弹越来越与人工智能投资、企业税收激励以及重塑美国经济的一波工厂建设相结合。</p>
<p>白宫国家经济委员会主任凯文·哈塞特（Kevin Hassett）在 FOX Business 的 Maria Bartiromo 的节目《Mornings with Maria》中讨论了他为何认为经济正进入一个新的增长阶段，这一阶段由资本支出、人工智能生产力提升和旨在加速国内制造业的税收政策驱动。</p>
<p><img src="https://imageproxy.pbkrs.com/https://a57.foxnews.com/static.foxbusiness.com/foxbusiness.com/content/uploads/2026/05/931/523/white-house-economist-kevin-hassett.png/query-dGw9MSZ2ZT0x?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://a57.foxnews.com/static.foxbusiness.com/foxbusiness.com/content/uploads/2026/05/931/523/white-house-economist-kevin-hassett.png/query-dGw9MSZ2ZT0x"/></p>
<p>白宫国家经济委员会主任凯文·哈塞特。（Al Drago/Bloomberg）</p>
<p>哈塞特表示：“关键是，人工智能生产力的繁荣正在推动盈利的繁荣。”</p>
<p>这些评论是在公司向与半导体、人工智能基础设施和先进制造业相关的美国扩张项目投入数十亿美元之际发表的。哈塞特指出，包括诺华制药和台湾半导体制造公司（TSMC）在内的跨国公司的重大投资，表明美国已成为 “现在最热门的地方”。</p>
<p><strong>市场专家表示，潜在的美联储降息可能引发美国经济 ‘最大爆炸之一’</strong></p>
<p>政府推动恢复工厂建设和设备的全额费用抵扣和奖金折旧，也引发了在关键税收激励到期之前建设项目的热潮。</p>
<p>哈塞特表示：“现在在美国创造就业机会的竞争是前所未有的。”</p>
<p><strong>ADP 报告称，4 月份私营部门新增 109,000 个就业岗位，超出预期</strong></p>
<p>哈塞特还预测，全年经济将强劲增长，认为最近的进口数据反映了对制造设备的长期投资，而不是国内需求的疲软。</p>
<p>哈塞特表示：“我非常有信心，我们将在今年剩余时间内看到 4% 的增长。” 他补充道：“我个人会和我的朋友打这个赌。”</p>
<p><strong>点击这里获取 FOX Business 移动版</strong></p>

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<p>华尔街的反弹与人工智能投资、企业税收激励以及工厂建设重塑美国经济有关。白宫国家经济委员会主任凯文·哈塞特认为，经济正进入一个由资本支出和人工智能生产力提升驱动的增长阶段。诺华制药和台积电等公司的重大投资凸显了美国作为扩张关键地点的重要性。哈塞特预测经济将强劲增长，创造就业岗位的水平将前所未有，并预计今年剩余时间将实现 4% 的增长</p>

<p>Wall Street’s rally is increasingly being tied to a mix of artificial intelligence investment, corporate tax incentives and a wave of factory construction reshaping the U.S. economy.</p>
<div class="lb-trans"><p>华尔街的反弹越来越与人工智能投资、企业税收激励以及重塑美国经济的一波工厂建设相结合。</p>
</div><p>White House National Economic Council Director Kevin Hassett joined FOX Business’ Maria Bartiromo on &#34;Mornings with Maria&#34; to discuss why he believes the economy is entering a new growth phase driven by capital spending, AI productivity gains and tax policies aimed at accelerating domestic manufacturing.</p>
<div class="lb-trans"><p>白宫国家经济委员会主任凯文·哈塞特（Kevin Hassett）在 FOX Business 的 Maria Bartiromo 的节目《Mornings with Maria》中讨论了他为何认为经济正进入一个新的增长阶段，这一阶段由资本支出、人工智能生产力提升和旨在加速国内制造业的税收政策驱动。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://a57.foxnews.com/static.foxbusiness.com/foxbusiness.com/content/uploads/2026/05/931/523/white-house-economist-kevin-hassett.png/query-dGw9MSZ2ZT0x" alt="" original-src="https://a57.foxnews.com/static.foxbusiness.com/foxbusiness.com/content/uploads/2026/05/931/523/white-house-economist-kevin-hassett.png?ve=1&amp;tl=1"/></p>
<p>White House National Economic Council Director Kevin Hassett. (Al Drago/Bloomberg)</p>
<div class="lb-trans"><p>白宫国家经济委员会主任凯文·哈塞特。（Al Drago/Bloomberg）</p>
</div><p>&#34;The bottom line is that there's an AI productivity boom which is feeding through to an earnings boom,&#34; Hassett said.</p>
<div class="lb-trans"><p>哈塞特表示：“关键是，人工智能生产力的繁荣正在推动盈利的繁荣。”</p>
</div><p>The comments come as companies pour billions into U.S.-based expansion projects tied to semiconductors, artificial intelligence infrastructure and advanced manufacturing. Hassett pointed to major investments from multinational firms, including Novartis and Taiwan Semiconductor Manufacturing Company, also known as TSMC, as signs the U.S. has become &#34;the hot place to be right now.&#34;</p>
<div class="lb-trans"><p>这些评论是在公司向与半导体、人工智能基础设施和先进制造业相关的美国扩张项目投入数十亿美元之际发表的。哈塞特指出，包括诺华制药和台湾半导体制造公司（TSMC）在内的跨国公司的重大投资，表明美国已成为 “现在最热门的地方”。</p>
</div><p><strong>MARKET EXPERT SAYS POTENTIAL FED RATE CUTS COULD SPARK ‘ONE OF THE BIGGEST EXPLOSIONS’ IN US ECONOMY</strong></p>
<div class="lb-trans"><p><strong>市场专家表示，潜在的美联储降息可能引发美国经济 ‘最大爆炸之一’</strong></p>
</div><p>The administration’s push to restore full expensing and bonus depreciation for factory construction and equipment has also sparked a rush to build projects before key tax incentives expire.</p>
<div class="lb-trans"><p>政府推动恢复工厂建设和设备的全额费用抵扣和奖金折旧，也引发了在关键税收激励到期之前建设项目的热潮。</p>
</div><p>&#34;There's a race unlike anything we've ever seen to create jobs in America right now,&#34; Hassett said.</p>
<div class="lb-trans"><p>哈塞特表示：“现在在美国创造就业机会的竞争是前所未有的。”</p>
</div><p><strong>PRIVATE SECTOR ADDED 109,000 JOBS IN APRIL, ABOVE EXPECTATIONS, ADP SAYS</strong></p>
<div class="lb-trans"><p><strong>ADP 报告称，4 月份私营部门新增 109,000 个就业岗位，超出预期</strong></p>
</div><p>Hassett also predicted strong economic growth through the rest of the year, arguing that recent import data reflects long-term investment in manufacturing equipment rather than weaker domestic demand.</p>
<div class="lb-trans"><p>哈塞特还预测，全年经济将强劲增长，认为最近的进口数据反映了对制造设备的长期投资，而不是国内需求的疲软。</p>
</div><p>&#34;I'm highly confident that we're going to be looking at 4% numbers for the rest of the year,&#34; Hassett said. &#34;I personally would make a bet on it with my friends.&#34;</p>
<div class="lb-trans"><p>哈塞特表示：“我非常有信心，我们将在今年剩余时间内看到 4% 的增长。” 他补充道：“我个人会和我的朋友打这个赌。”</p>
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<div class="lb-trans"><p><strong>点击这里获取 FOX Business 移动版</strong></p>
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顶级经济学家表示，美国创造就业机会的竞赛是前所未有的