What you really worry about, comes. US stock market AI tech companies collectively fell in the after-hours trading over the weekend 📉! 🧐

Due to Anthropic publishing a long article, calling for the global artificial intelligence industry to actively slow down the development speed of the most advanced models. Subsequently, the three major AI giants in the US stated they would support slowing the pace of expansion, and after the news fermented, a number of AI hardware stocks in the US market were collectively pressed down during after-hours trading!

In addition to security threats, there is another factor, which is the cost of capital. With the 10-year US Treasury yield (risk-free rate) reaching nearly 5.1%, the model of AI financing through bond issuance can no longer be sustained. Equity financing in the US, a usual practice to protect shareholders, is also difficult to operate. The only certainty is a reduction in capital expenditure; it’s just a matter of time!

The sooner this day arrives, perhaps the better, whether for security considerations or capital pressure. Actively weakening the bubble is good for the market! It is also a new opportunity to bottom out! 🥸

This article is sponsored by @binancezh, "Binance buys US stocks: global assets, zero time difference, one-click access!"

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