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Jinse Finance reported that OpenAI Chairman Bret Taylor is not naively ignoring the significant impact that a tech bubble could bring, but he stated that such a prospect is not without its benefits. Taylor said: "Artificial intelligence will change the economy, that's true. I believe it will create tremendous economic value in the future, just like the internet did. That's true. At the same time, I think we are also in a bubble, and many people will lose a lot of money. Both of these things can be true at the same time, and there are many historical precedents showing that these two situations can occur simultaneously." OpenAI founder Sam Altman expressed a similar view last month, warning that there will be huge winners and huge losers during the hype cycle of artificial intelligence.

Jinse Finance reported that Kelly, Chief Global Strategist at JPMorgan Asset Management, stated that if people believe the Federal Reserve's rate cut this week is due to political pressure and does not align with the Fed's economic forecasts, the widely expected rate cut will increase risks for stocks, bonds, and the US dollar. Kelly wrote that Wall Street's bond and stock investors have been cheering for the Fed to resume rate cuts after a nine-month pause, but after the recent rally, they should take a cautious stance and seek diversified investments. Kelly said: "To some extent, the Fed's decision this week is seen as a concession to political pressure, which adds new risks to US financial markets and the US dollar." "There is a bubble in the market," and the current easing policy is more likely to weaken demand rather than increase it, "ultimately unfavorable to the stock market, bond market, and the US dollar."