英格兰银行总裁安德鲁·贝利向二十国集团财金首长示警，人工智慧对金融体系构成双重威胁：首先是高杠杆、过高估值与市场高度集中所引发的资产泡沫破裂风险；其次是前沿AI可能大幅改变网路攻击的规模与速度，动摇市场对第三方核心服务提供者的信心，进而导致市场因信任丧失而停摆或萎缩。（关键数字：20）

普林斯顿大学经济学家马库斯·布伦纳迈尔进一步提出「非对称理解」的概念，指出人类不仅在资讯上处于劣势，甚至无法理解AI代理人的决策逻辑，而AI却能预测人类行为。这意味著由AI驱动的市场价格可能失去传递有效资讯的功能，迫使央行必须放弃传统的预期管理，转而采用直接的机械式监管工具或推动市场分割以防范系统性风险。

文章最后探讨了更深层的经济模式转型，质疑AI革命是否仅是既有资本主义的深化，并引用百年历史的「社会主义计算争论」，指出矽谷科技巨头所推动的AI演进，最终可能出人意料地促成类似中央计划经济的复兴，对现代经济运行机制带来颠覆性的挑战。

Bank of England Governor Andrew Bailey warned G20 finance leaders that artificial intelligence poses a dual threat to the financial system: first, the risk of an asset bubble bursting due to high leverage, elevated valuations, and extreme market concentration; second, the danger that frontier AI could alter the scale and economics of cyber threats, eroding systemic confidence in concentrated third-party providers and leading to market paralysis or non-existence.

Princeton economist Markus Brunnermeier introduced the concept of 'asymmetric understanding' at Jackson Hole, arguing that humans face a disadvantage because they cannot comprehend how AI agents reason even as AI predicts human behavior. Consequently, AI-driven market prices may no longer convey reliable information, suggesting that central banks might need to shift away from managing market expectations toward direct mechanical tools and market segmentation to contain contagion.

The article concludes by examining a fundamental transformation of the global economy, questioning the common assumption that AI merely intensifies traditional capitalism; drawing on the historic 'socialist calculation debate,' it suggests that the technological revolution driven by Silicon Valley's libertarian leaders might ironically pave the way for the resurgence of centralized socialist economic planning.