财政部自己人写的报告都在警告AI泡沫要崩，但上头不让发。这波风险可能比你想的还大，赶紧看看怎么回事。
美国财政部一份已完成的内部报告将当前AI热潮与2000年互联网泡沫崩盘相提并论，警告其可能对美国金融体系构成系统性风险。报告指出AI行业集中在少数公司，通过不透明的私人信贷融资，且依赖基础设施——今年社区已阻止了1300亿美元的相关建设。财政部公开立场是AI将驱动“美国的新黄金时代”，但内部报告却认为泡沫可能拖垮整个金融系统。该报告已搁置数周未获批准发布，财政部发言人予以否认。
⚠️ Wow. The Treasury Department reportedly knows that the massive GenAI build out poses systemic ris...
⚠️ Wow. The Treasury Department reportedly knows that the massive GenAI build out poses systemic risks to the US financial system – and doesn’t want to acknowledge it publicly. People may talk about this moment for years. Hedgie @HedgieMarkets 🦔The Treasury Department has a completed internal report that compares the AI boom to the dotcom crash and warns it poses systemic risk to the US financial system. The report has sat for weeks without approval. The Treasury spokesperson dismissed it and said the official position is that AI will drive "America's new Golden Age." My Take Treasury Secretary Bessent praised the $750 billion AI buildout on June 25. His own department's analysts compared it to the dotcom crash in a report on his desk. His own department wrote the report. The analysts found what the BIS said last week and what anyone following the numbers already sees. The AI industry is concentrated in a few firms, financed through opaque private credit, and dependent on infrastructure that communities blocked $130 billion of this year. Fewer retail investors back AI than backed dotcom stocks, which means a correction hits institutional money harder, and institutional money is pensions, insurance funds, and retirement accounts. Treasury's public position is that this is a golden age. Treasury's internal position is that the bubble could take the financial system with it. The report is done and nobody will approve it for release. Hedgie🤗 🔗 View Quoted Tweet 💬 1 🔄 8 ❤️ 31 👀 2353 📊 5 ⚡