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"content": "<p>国际货币基金(IMF)总裁乔治艾娃(Kristalina Georgieva)周二(25日)于华盛顿总部发表演说,警告全球经济虽然展现韧性,但正面临一场激烈的「拉锯战」。她指出,中东伊朗战争带来的负面供给冲击,正与人工智慧(AI)投资激增所产生的正面需求冲击相互角力,使得未来前景仍充满高度不确定性。</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6587606/l/637013efd3d9a2c6b8dc6f9588d998a3.jpg\" alt=\"IMF总裁:战争引发的能源冲击尚未结束 各国央行应专注稳定物价\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p>乔治艾娃表示,尽管伊朗战争导致荷姆兹海峡关闭,但因多国动用油气储备、增加非波斯湾能源供应、降低能源需求并提升再生能源容量,使全球经济承受能源冲击的表现好于预期。目前布兰特原油价格维持在每桶80至90美元区间,但她强调,「能源冲击尚未结束」,一旦油价再度攀升将加剧通膨,迫使央行维持紧缩政策。</p>\n\n<p>相较之下,AI投资热潮已成为全球经济强大的需求支柱。各国纷纷扩充资料中心建设并提升AI硬体供应,美国等地的AI支出更强势支撑了企业获利与消费。然而,IMF也提醒必须提防AI热潮对金融稳定性带来的潜在风险。</p>\n\n<p>随着债券殖利率攀升、通膨降温受阻,乔治艾娃强烈敦促各国政府不可延误艰难的政策决定,应尽速制定具公信力的计划,确保国家债务与赤字重回可持续轨道。她同时呼吁,各国央行必须「高度专注」于物价稳定的使命,不可过早放宽货币政策。</p>\n\n<p>IMF已于7月将2026年全球经济成长预测维持在 3.0%,但因能源和食品价格上涨,上调了消费价格通膨预测。</p>\n\n<p>展望未来,乔治艾娃本周将首度出席杰克森霍尔央行年会,市场将屏息关注新任美国联准会(Fed)主席华许(Kevin Warsh)即将发表的首场重要演说,以寻找利率走向的线索。</p>\n\n<p>乔治艾娃强调,目前的经济复苏难以预测,「此时毫无自满的空间」,各国应做好因应更多不确定性的应变准备。</p>\n<div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/hour/article-12890.html\" title=\"〈陆股盘后〉午后两市维持高档震荡 三大指数走高\">〈陆股盘后〉午后两市维持高档震荡 三大指数走高</a></li>\n <li><a href=\"/hour/article-12876.html\" title=\"川普政府「暂停」所有移民签证申请!20万庇护者恐受影响\">川普政府「暂停」所有移民签证申请!20万庇护者恐受影响</a></li>\n <li><a href=\"/hour/article-12869.html\" title=\"川普为沙乌地阿拉伯敞开核能之门!核协议送交国会审查\">川普为沙乌地阿拉伯敞开核能之门!核协议送交国会审查</a></li>\n <li><a href=\"/hour/article-12903.html\" title=\"柜买量能冲破月均线!中小型股全面喷发,短线回升行情启动关键!\">柜买量能冲破月均线!中小型股全面喷发,短线回升行情启动关键!</a></li>\n <li><a href=\"/hour/article-12863.html\" title=\"美加贸易战导火线曝!传卢特尼克最后一刻「介入」追加条件\">美加贸易战导火线曝!传卢特尼克最后一刻「介入」追加条件</a></li>\n <li><a href=\"/hour/article-12862.html\" title=\"澳洲退休基金巨头逆势看多日元 大举押注市场低估日银升息前景\">澳洲退休基金巨头逆势看多日元 大举押注市场低估日银升息前景</a></li>\n </ul>\n</div>",
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"createdAt": "2026-08-26T08:20:04.000Z",
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