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2026-11-04 17:32:29
[Julius Baer: Anti-AI Sentiment Rises, Focus on the Defensive Value of High-Quality Bonds] ⑴ Julius Baer analysts stated that the debate surrounding investment in artificial intelligence is likely to intensify in the coming months and even years. ⑵ In a commentary, analysts pointed out that the Democratic Party's progress, coupled with overwhelming opposition to data centers in dozens of local voting measures, signifies a more apparent mandate against artificial intelligence. ⑶ Analysts added that any slowdown in expected capital expenditures would inevitably lead to a downward revision of the growth outlook and a more moderate issuance demand. ⑷ Analysts believe that high-quality, low-credit-risk bonds remain valuable for fixed-income investors, and such exposure should serve as a diversification tool during periods of weakening demand or stock market sell-offs triggered by growth concerns.
