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Closed: Oct 22, 15:59:51 (EDT)The American AI myth fades, and the risk of "triple kill" in stocks, currencies, and bonds rises
Wallstreetcn·- The recent decline in the U.S. AI sector, marked by a more than 3% drop in the Nasdaq and significant losses for key companies like Nvidia, signals a potential shift in the economic landscape. - The U.S. faces challenges in critical AI support areas, including energy infrastructure, talent, data access, and computing power, which may undermine its competitive edge against countries like China. - As the belief in "AI hegemony" wanes, the risk of a simultaneous downturn in U.S. stocks, bonds, and the dollar is increasing, raising concerns about systemic financial risks.