According to CoinMeta, U.S. bank analysts stated that due to the uncertainty of revenue generation pathways for artificial intelligence, European stock markets are expected to perform poorly. Increased competition from China and the United States will force AI model manufacturers to offer more competitive pricing, which may dampen their already high profit expectations. Rising borrowing costs will also weigh on corporate earnings. Analysts predict that by the second quarter of 2027, the European Stoxx 600 index will fall by 10% to 580 points.