【AI狂潮硬扛“5%美债收益率”! 纳斯达克创新高强化“80/20”格局，华尔街重估股债比例】智通财经APP了解到，AI智能体扩张带来的盈利想象，与长期美债收益率上升造成的估值压力，正在成为华尔街最鲜明的两股对峙力量，然而至少迄今为止美股市场资金给出的回答是——AI智能体带来的史无前例AI算力扩张与AI应用狂潮压过包含10年及以上长期限美债收益率攀升在内的一系列重要利空因素。
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