According to Capitalintelligence, on November 10, if technology stock selloffs intensify, the U.S. dollar may face greater pressure, marking a shift from its historical performance during market downturns. The AI boom's beneficiaries are highly concentrated in the United States, surpassing even the concentration seen during the internet bubble era. While foreign investment in U.S. equities near record highs has supported the dollar during the rally, a deterioration in market sentiment toward AI would pose significant risks. Concurrent macroeconomic factors—including deteriorating U.S. fiscal conditions, relative yield shifts, and potential central bank responses to an AI bubble—are also weakening the dollar's safe-haven status.

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