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These debt-funded projects create “indirect but potentially material” exposure to fiscal risk, the analysts wrote. Beyond infrastructure, governments will have to plan for labor disruptions and related social support. The IMF estimates 40% of global jobs—and 60% in advanced economies—are exposed to AI, particularly high-skill roles, potentially eroding payroll taxes while spiking demand for reskilling and safety nets.
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「值得注意的是，儘管在最近的全體會議上有機會，習近平並沒有急於填補軍委的空缺席位。這種克制表明了謹慎。」