무조건 AI 기업 매수하던 장세는 끝났다 (이광혁) | 인포맥스라이브 261102
연합뉴스경제TV · 38:32 · Watch on YouTube
The era of 5% yields and unconditional AI buying is over — high rates are driven by sovereign fiscal strain, a surge in long-dated AI corporate bonds, and entrenched oil-driven inflation, forcing investors to separate...