[Analyst: Bond Market Sell-Off Looms, AI Stock Frenzy May Face Impact] According to Jintou reports, investors are fervently chasing the surging trend of tech stocks and AI stocks, but the market widely acknowledges that rising bond yields could derail the stock market. Most respondents pointed out that if the 30-year U.S. Treasury yield remains steadily above 5%, it could pose problems for AI stocks. Alexandre Drabowicz, Chief Investment Officer at Société Générale Private Banking, described this as the stock market's 'danger zone.' Kevin Thozet, a member of Carmignac's Investment Committee, stated that long-term U.S. Treasury rates are at a critical intersection with AI capital expenditures and private credit financing costs. This will affect the financing costs of government deficits and could have an 'adverse impact' on household wealth. Benoît Pelouey, Chief Investment Officer at Natixis Wealth Management, remarked: 'Although bullish sentiment in the stock market is strong, interest rates are still climbing.'