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• Goldman Sachs, PIMCO, Morningstar - AI 트레이드의 병목은 수요가 아니라 자금조달 internal traders and strategists have issued a rare synchronized warning, publicly acknowledging for the first frenzy detonate, it threatens not merely a bond market crisis but a chain-reaction storm of simultaneous sto blog.naver.com · 2026.07.14