AI worries expose dollar's hot-money problem人工智能引发的担忧暴露了美元的“热钱”问题
Oct 28 (Reuters) - Investors have long treated the US dollar as a refuge when markets fall, but foreign money chasing returns from the AI boom could weaken that safe-haven role if the trade unwinds.
FILE PHOTO: U.S. dollar banknotes are seen in this illustration taken March 24, 2026. REUTERS/Dado Ruvic/Illustration/File Photo
Oct 28 (Reuters) - Investors have long treated the US dollar as a refuge when markets fall, but foreign money chasing returns from the AI boom could weaken that safe-haven role if the trade unwinds.
Foreign capital has poured in to US mega-cap equities, hyperscaler corporate bonds and power-grid infrastructure. That has made the dollar an increasingly crowded bet on American exceptionalism, backed by faster growth, higher yields and persistent foreign demand for US assets.
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资料照片：这张摄于2026年3月24日的插图显示了美元纸币。路透社/Dado Ruvic/插图/资料照片
10 月 28 日（路透社）——投资者长期以来一直将美元视为市场下跌时的避险资产，但如果交易出现逆转，追逐人工智能繁荣带来的回报的外国资金可能会削弱美元的避险作用。
大量外资涌入美国大型股、超大规模企业债券和电网基础设施。这使得美元越来越成为押注美国例外论的热门选择，而这种例外论的支撑因素是更快的经济增长、更高的收益率以及外国对美国资产的持续需求。
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