淡马锡 CIO：AI 交易逆转与通胀是 2027 年全球市场最大风险

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Temasek CIO Says AI, Inflation Pose Biggest Market Risks in 2027

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By Echo Wong

October 7, 2026 at 4:16 AM UTC

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Temasek International’s investment chief highlighted the potential for the artificial intelligence trade to reverse and inflation pushing up bond rates to a point that may end the runup for equities as top risks facing global markets heading into next year.

“The unwinding of the AI trade is the biggest risk,” said Temasek International chief investment officer Rohit Sipahimalani. “We don’t see that as imminent. But, will you have bumps in 2027, possibly yes.”

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