[Falling oil prices add to AI optimism, emerging market stock markets end two consecutive declines] October 9th, as oil prices fell and market concerns about the sustainability of the AI ​​investment boom eased, emerging market stock markets rebounded on Friday. The MSCI Emerging Markets Index rose as much as 0.5%, ending two consecutive days of decline. However, as higher crude oil prices, rising U.S. bond yields and a stronger U.S. dollar suppressed market sentiment earlier this week, the index still faced a second consecutive week of losses. There are reports that OpenAI's annualized revenue is expected to reach or exceed US$70 billion by the end of the year, alleviating market concerns that its revenue will be lower than previously expected, and market risk appetite has been boosted. Charu Chanana, chief investment strategist at Saxo Capital Markets in Singapore, said that the bigger question is whether this revenue can support the huge investment in AI infrastructure and the increasingly high financing costs behind it. "The revenue story may still hold true, but the return logic remains to be verified," she said.