The Federal Reserve's interest rate cut stimulates optimistic sentiment, and U.S. stock funds see inflows for the first time in three weeks, but the AI sector is neglected

Driven by expectations of interest rate cuts from the Federal Reserve, U.S. stock funds achieved a net inflow of $3.3 billion for the first time in three weeks, primarily flowing into the metals, industrial, and healthcare sectors. Despite an overall increase in risk appetite, investment enthusiasm in the AI sector has declined due to concerns over slowing profits for AI companies triggered by Oracle's poor performance. Demand for bond funds increased, with a net inflow of $3.49 billion, reflecting investors' shift from low-yield assets to risk assets. Money market funds saw an outflow of $4.58 billion, indicating a shift in asset allocation towards stocks and bonds