Julien Houdain, head of global fixed income at Schroder Investments, said that at the economic level, the bank remains optimistic about the outlook for the US economy. Consumer consumption is steady, and large investment in AI infrastructure and technology hardware forms an important support; fluctuations in AI sector stock prices are short-term disturbances, and related capital expenditure plans are still strong. The significant weakening of AI investment is only a tail risk, not a benchmark forecast.

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