CoinMeta Data: Blackstone Group announces a downgrade of its overweight rating on U.S. stocks to neutral, while upgrading its rating on short-term government bonds to overweight and long-term government bonds to neutral. The company noted that increased market volatility and the increasingly attractive returns of government bonds are prompting investors to re-evaluate risks associated with artificial intelligence. The yield on 10-year government bonds is near 5.25%, providing investors with higher returns. Blackstone has closed its overweight positions in U.S. stocks that it has held for a long time in order to increase its exposure to government bonds. Despite the downgrade in ratings, Blackstone still favors companies related to AI, believing that artificial intelligence will create long-term economic opportunities. However, higher interest rates are distinguishing profitable companies from those that rely on future growth expectations. This adjustment coincides with the release of the U.S. inflation report on Wednesday, which may affect the Federal Reserve's expectations and bond yields.