---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/43442563.md"
description: "And this is even with the sharp rise in US Treasury yields this year... it just shows that the semiconductor sector really knows how to make money. 😅I wonder if the US stock market will face issues if Treasury yields continue to climb, or if high-rate and high-growth AI stocks can coexist in the future. It's getting harder to navigate. 😵‍💫$iShares Semiconductor ETF(SOXX.US)"
datetime: "2026-08-17T16:31:15.000Z"
locales:
  - [en](https://longbridge.com/en/topics/43442563.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/43442563.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/43442563.md)
author: "[海龍王彼得](https://longbridge.com/en/profiles/13481416.md)"
generator: "portal-rs"
---

# And this is even with the sharp rise in US Treasur…


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## Comments (3)

- **海龍王彼得 · 2026-08-19T11:20:48.000Z**: As long as the entire AI industry chain is profitable and maintains high growth for an extended period, even with interest rates staying high, AI stocks can continue to rise if earnings growth significantly outpaces the discount rate 🤗. However, once any link in the chain encounters issues that begi
- **一手都唔捨得沽 · 2026-08-19T11:17:35.000Z**: It's rare to see things go so smoothly in a rate-hike environment; I'm just worried that one day the interest rates and the AI narrative might both collapse together.
  - **海龍王彼得** (2026-08-19T11:22:26.000Z): That really looks like a repeat of the 2000 internet bubble 💀


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