The minutes of the Federal Reserve meeting pointed out that some participants were concerned about the vulnerability of AI related infrastructure financing and believed that the high stock valuations of AI related companies reflected the market's optimistic judgment on long-term profit prospects. If the market lowers its assessment of the profit prospects of these enterprises, it will trigger asset price repricing, tighten the financial environment, and put pressure on relevant financial institutions. In addition, the two participants discussed the impact of price fluctuations in the US treasury bond bond market on the financial system and ways to reduce the possibility of such events.
