International safe-haven funds in major migration: US stock AI sector and US Treasuries see-saw

Amid disturbances from artificial intelligence (AI)-related credit risks (i.e., the debt repayment risks of relevant companies), compounded by international safe-haven capital flows, the seesaw effect between U.S. Treasuries and U.S. equities continues. This week, U.S. AI technology stocks staged a rebound, and U.S. Treasury yields moved higher in tandem after a sharp pullback last week. How much longer can this seesaw pattern between the AI sector and U.S. Treasuries last? With the Federal Reserve's October policy meeting set to release signals on the future path of monetary policy, the direction of U.S. Treasury yields has become a focus of market attention.