Rohan Paul· @rohanpaul_ai · X·· 2026-07-08AI 评分52
AI 导读
国际清算银行（BIS）在6月底报告中表达了对“AI泡沫”的担忧。BIS警告，AI驱动的市场抛售可能迅速蔓延至信贷市场，因为2008年和2020年等压力时期，股票损失与信用利差同步变动。私人信贷对小型企业的贷款增多，且软件借款人日益绑定多个贷款方，导致AI冲击可能通过透明度较低的信贷系统扩散。
正文 · 原文
Bank for International Settlements (BIS) is warning that an AI-driven market selloff could quickly spill into credit, because stock losses and credit spreads have moved together in past stress episodes like 2008 and 2020.
Private credit has also become a bigger lender to smaller firms, and software borrowers are increasingly tied to multiple lenders, so an AI shock could spread through a less transparent credit system.
Linkedin post by Yann LeCun (@ylecun ) today. The Bank for International Settlements (BIS), commonly called “the central bank for central banks,” said in a late-June report that they were getting worried about an "AI bubble". --- (I posted about the full BIS report which you can see in the quoted post)在 X 查看被引用的帖子
来源：Rohan Paul · x.com