---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000852058.md"
description: "This is euphoria. 10Y at 2007 highs means funding AI gets expensive fast. $Cisco(CSCO.US) selling on a beat + Tencent capex scaring China shows the theme is crowded and fragile to any disappointment."
datetime: "2026-08-13T03:51:19.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000852058.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000852058.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000852058.md)
author: "[EdmundK](https://longbridge.com/en/profiles/15902759.md)"
generator: "portal-rs"
---

# This is euphoria. 10Y at 2007 highs means funding …


### Related Stocks

- [CSCO.US](https://longbridge.com/en/quote/CSCO.US.md)
- [00700.HK](https://longbridge.com/en/quote/00700.HK.md)
- [80700.HK](https://longbridge.com/en/quote/80700.HK.md)
- [TCEHY.US](https://longbridge.com/en/quote/TCEHY.US.md)
- [TCTZF.US](https://longbridge.com/en/quote/TCTZF.US.md)
- [HTCD.SG](https://longbridge.com/en/quote/HTCD.SG.md)

## Comments (1)

- **Yqh · 2026-08-13T06:15:05.000Z**: cpi cooled a second month to 3.4, core 2.5. thats positioning risk more than funding risk.


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**