“木头姐”：创新驱动的通缩力量正在积聚，未来6至9个月通胀可能低于预期

Odaily Planet Daily News "Wood Sister" Cathie Wood posted on platform X, stating that despite rising oil prices over the past three months, the yield curve continues to flatten, and the Federal Reserve has not monetized this energy shock. The bond market may be starting to digest the deflationary impact brought about by AI and technology-driven productivity improvements. Currently, the costs of AI model training and inference have significantly decreased, productivity growth is accelerating, while unit labor costs remain low.

Although the current market narrative focuses on tariffs, deficits, and structurally high inflation, underlying signals indicate that deflationary forces related to innovation are accumulating. It is expected that inflation over the next 6 to 9 months may be lower than anticipated, which will have a profound impact on interest rates and long-term stocks.