U.S. Stocks Are Soaring When They Should Crash – Who’s the AI Bubble Helping Escape?

U.S. Stocks Are Soaring When They Should Crash – Who’s the AI Bubble Helping Escape? 美國股市正狂飆，卻該崩盤? – AI泡沫在幫誰逃頂?

https://rumble.com/v7anm52-u.s.-stocks-are-soaring-when-they-should-crash-whos-the-ai-bubble-helping-e.html
https://www.tiktok.com/t/ZP8sJfsT2/

美國公債殖利率飆升，融資成本不斷上漲。按照任何正常邏輯，股市應該下跌才對 – 然而以AI科技股為首的美股，卻完全反向飆升。

這種極度反直覺的「背離」背後，邏輯是什麼？在這支影片中，我將一次拆解整個底層機制。

本集你將了解：

為什麼在融資成本爆炸的同時，資金反而湧入AI – 以及這個「抱團交易」為何越來越牢固
泡沫如何一層層被吹大並「硬化」 – 為什麼美國政府本身也在公開力挺這個敘事
為什麼來自日本、韓國、歐洲、印度 – 甚至我們這裡的資金 – 全都湧入美國科技巨頭
大型科技公司「自己舉起自己」的真相：帳面獲利飆升，自由現金流卻悄悄惡化
從DeepSeek到華為，中國如何一步步突破美國的AI壟斷
巨頭們搶著IPO的熱潮，究竟是繁榮的證明，還是出貨套現、提前離場的掩護
為什麼在這一片狂熱中，中國的科技創新反而被嚴重低估
一旦理解了這整個邏輯鏈，你可能會對當今的美股市場產生全新的看法。

U.S. Treasury yields are spiking and financing costs keep climbing. By any normal logic, stocks should be falling — yet U.S. equities, led by AI tech, are doing the exact opposite and soaring.

What’s the logic behind this deeply counterintuitive “divergence”? In this video, I break down the entire underlying mechanism, all at once.

In this episode, you’ll learn:

Why money is flooding INTO AI even as financing costs explode — and how this “herd trade” keeps getting more entrenched
How the bubble got pumped up and “hardened” layer by layer — and why the U.S. government itself is openly backing the narrative
Why capital from Japan, Korea, Europe, India — and even from us — is all pouring into U.S. tech giants
The truth behind Big Tech “lifting itself by its own bootstraps”: paper profits are surging while free cash flow quietly deteriorates
How, from DeepSeek to Huawei, China is breaking through the U.S. AI monopoly, step by step
Whether the rush of giants racing to IPO is proof of prosperity — or cover for cashing out and an early exit
Why, amid all this frenzy, China’s tech innovation is actually severely undervalued
Once you understand this chain of logic, you may see today’s U.S. market in a completely different light.