Brandywine 全球投资管理公司基金经理杰克·麦金太尔（Jack McIntyre）：（对于美联储利率政策前景）问题在于，人工智能（AI）将如何引发通胀，也许长端利率曲线已经察觉到了这一切。AI唯一的通胀因素在于数据中心的建设及其相关的能源需求，而这一点已经是已知信息。

Core Viewpoint - The discussion centers on how artificial intelligence (AI) may influence inflation and the potential implications for long-term interest rates, particularly in relation to the construction of data centers [1] Group 1 - Jack McIntyre, a fund manager at Brandywine Global Investment Management, highlights the uncertainty surrounding the Federal Reserve's interest rate policy and its connection to AI [1] - The only inflationary factor attributed to AI is the construction of data centers, suggesting a direct link between AI infrastructure investment and inflationary pressures [1]