There has recently been a sector rotation in US stocks. Investors are beginning to worry that technology companies are too aggressive in investing in AI infrastructure and need to bear high debt pressure. As a result, some capital has begun to be withdrawn from the AI sector. The president of the US consulting agency Adney Research said that there are more and more signs that the market is re-evaluating the aura of the “Big Seven US stocks,” and the focus is beginning to shift to the remaining 493 stocks in the S&P 500 index.

There has recently been a sector rotation in US stocks. Investors are beginning to worry that technology companies are too aggressive in investing in AI infrastructure and need to bear high debt pressure. As a result, some capital has begun to be withdrawn from the AI sector. The president of the US consulting agency Adney Research said that there are more and more signs that the market is re-evaluating the aura of the “Big Seven US stocks,” and the focus is beginning to shift to the remaining 493 stocks in the S&P 500 index.