AI frenzy defies the "5% Treasury yield"! Nasdaq hits new high, reinforcing the "80/20" pattern as Wall Street reassesses the stock-bond ratio.

Zhito Finance APP has learned that the profit imagination brought by the expansion of AI agents and the valuation pressure caused by rising long-term U.S. Treasury yields are becoming the two most striking opposing forces on Wall Street. However, at least so far, the answer given by U.S. equity market capital is that the unprecedented AI computing power expansion and AI application boom brought by AI agents have outweighed a series of important bearish factors, including the rise in yields on long-term U.S. Treasuries with maturities of 10 years or more.