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Analyst: Wave of bond market sell-offs incoming, AI stock frenzy may face disruption

MeNews
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ME News, May 16 (UTC+8): While investors are feverishly chasing the rally in technology and AI stocks, the market broadly agrees that rising bond yields may throw the stock market off track. Most respondents said that if the 30-year U.S. Treasury yield continues to hold steady above 5%, it will pose problems for AI stocks. Alexandre de La Boivie, Chief Investment Officer of Société Générale Wealth Management, said this is a “danger zone” for the stock market. Kevin Tozier, of the investment committee at Caminiac, said that long-term U.S. Treasury rates sit at a critical intersection of AI capital expenditures and the cost of private credit financing. It will affect the financing cost of government deficits and may have an “adverse impact” on residents’ wealth. Benoît Pelouie, Chief Investment Officer of BNP Paribas Wealth Management, said, “Although sentiment for the stock market is bullish, interest rates are still rising.” He warned that if yields continue to climb, the market may face a “reality check.” (Source: Jin10)
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GlassDomeObservatory
· 5h ago
Long-term interest rates are pushing down, and the valuation logic for tech stocks needs to be restructured.
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SunshineCollector
· 15h ago
The 30-year bond yield indicator is now more important than AI papers.
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Front-RunningArbitrage
· 15h ago
Optimistic sentiment vs. real interest rates, it's really hard to say which will collapse first
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GateUser-44dde53b
· 15h ago
When government financing costs rise, the wallets of ordinary people also have to tighten.
View OriginalReply0
ACalmnessWithAHintOfPomelo
· 15h ago
If interest rates continue to rise, even the strongest narratives can't withstand it.
View OriginalReply0
CraterLiquidity
· 15h ago
Behind the surge in tech stocks, bond shorts are sharpening their knives.
View OriginalReply0
MirrorPetals
· 15h ago
The market needs a thorough reality check, or else the bubble will grow even bigger.
View OriginalReply0
GaslightSamurai
· 15h ago
AI capital expenditure is linked to government bond interest rates; this chain is too fragile.
View OriginalReply0

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