致命相抵！穆迪首席经济学家警告：AI难救美国经济

Core Insights - The chief economist of Moody's Analytics, Mark Zandi, expresses uncertainty about the sustainability of the AI boom's support for the U.S. economy, highlighting that the economy is weakening amid increasing headwinds [2] - Zandi warns that the benefits of the AI surge may be undermined by the global trend of de-globalization, which could lead to higher costs and pressure on the labor market [2][3] - He notes that AI contributed 0.63 percentage points to GDP growth this year, suggesting that without it, the U.S. economy might have already slipped into recession [2] - Zandi predicts that de-globalization will continue to be a significant drag on economic growth, potentially lowering real GDP growth rates by 1.19 percentage points by 2026 [2] - Concerns are raised that the advantages of AI are primarily benefiting the already affluent, which could exacerbate income and wealth inequality, ultimately harming overall economic growth [3] Economic Impact - The potential for the U.S. economy to avoid recession in the next year hinges on a perfect alignment of circumstances, with Zandi emphasizing the unpredictability of tariff-related issues [2] - The macroeconomic consequences of the recent government shutdown may also divert the economy from its growth trajectory [3]