Setser 转评：外汇市场上当 AI 赢家输家都遭资金流出
RT VKMacro: Quite funny how in fx land, from a flow perspective, being an AI winner is bad (krw and twd with daily outflows), but also being an AI los...
AI 导读
经济学者 Brad Setser 转发评论称，从资金流角度看，外汇市场上与 AI 相关的货币两头受压：韩元和新台币因 AI 受益出现每日资金流出，印度则因是 AI 输家同样承压。他调侃最好的选择是像巴西雷亚尔（BRL）那样与 AI 完全无关。
来源：@Brad_Setser · x.com