---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000852189.md"
description: "AI-infra is running oun fumes and cheap money. 10Y yields at 2007 highs will kill the funding. $Cisco(CSCO.US) beat and dropped, Tencent capex spooked HK — when one crack shows, the whole trade can gap down."
datetime: "2026-08-13T04:34:00.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000852189.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000852189.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000852189.md)
author: "[CP](https://longbridge.com/en/profiles/16124207.md)"
generator: "portal-rs"
---

# AI-infra is running oun fumes and cheap money. 10Y…


### 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)

- **Steve_Z · 2026-08-13T06:12:48.000Z**: 10y closed 4.68, the 2007 peak was north of 5.2. funding cost point stands, the level doesnt.


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