Report: US Net International Investment Position Liabilities Surge to 80% of All Net Creditor Countries' Combined Net Assets

September 8 news, according to CCTV News, international financial institution Nomura's latest research report states that while the large-scale development of artificial intelligence has become an engine for US economic growth, it is also pushing up inflation through rising chip and electricity prices, expanding the trade deficit through surging imports of chips and technology equipment, and pushing up US Treasury yields due to heavy bond issuance by large cloud computing companies. The report indicates that US net capital inflows, coupled with AI-driven abnormal stock market returns, have caused the US net international investment position liabilities to surge to approximately 80% of the combined net assets of all net creditor countries. Nomura warns that if AI development falters, against the backdrop of high US stock valuations and weakening fundamentals, it could trigger a significant correction in US stocks and evolve into a global risk-off event, prompting foreign capital to de-risk and driving US dollar depreciation.