AI成美联储政策新变数？美联储理事警告已拖开始累就业增长

Group 1 - The rapid development of AI technology is beginning to have a substantial impact on the job market, potentially altering the way central banks formulate policies [1][2] - Employers are reducing hiring plans due to AI's influence, which may be contributing to a slowdown in employment growth [2] - There is a divergence among Federal Reserve officials regarding the need for a third interest rate cut in December, although futures markets indicate that investors are betting on continued rate cuts [1] Group 2 - Significant capital investment, amounting to trillions of dollars, is expected to flow into data center construction, potentially leading to major economic changes, particularly in productivity [3] - Capital investment typically enhances labor productivity and may achieve higher output growth in the long term without exerting inflationary pressure [3] - The Federal Reserve is closely monitoring how AI-driven investment trends could affect the economy's potential growth rate and natural interest rate levels [3]