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瑞銀:AI對各行業存在顛覆性變革,市場尚未完全消化這一風險
格隆匯2月13日|瑞銀表示,近期“軟體末日論”引發的信貸市場拋售現象反映出人們越來越擔心AI的發展速度將超出預期,且AI所帶來的影響將波及各個行業,不僅僅是軟體領域。瑞銀報告稱,市場目前尚未充分消化AI對各行業的顛覆性風險,尤其是在美國低質量信貸領域。不過瑞銀預計投資級債券因資產負債表狀況良好且信用評級穩定,將保持穩定。