Zhongjin Wealth Futures: In the US capital market, there are also cases where non-AI assets are being "bled" of funds by AI assets, and gold is also among the victims.

Oil prices are going down, but a new inflation driven by AI investment frenzy may be taking shape. Apple and Microsoft announced price increases on the same day, which may not be a coincidence. The bill of the AI arms race is starting to be shifted onto ordinary consumers, as a new round of inflation driven by data centers is quietly forming. Currently, the gold market cannot alleviate the pressure of inflation, and with the market value of US tech stocks skyrocketing and a large number of IPOs draining funds, the US capital market is also seeing non-AI assets being "bled" by AI assets, with gold also among the victims.