Semiconductors will thrive even if interest rates rise... Conditions for escaping the "Boxpi" [Urgent Diagnosis by 11 Experts]

Semiconductors will thrive even if interest rates rise... Conditions for escaping the "Boxpi" [Urgent Diagnosis by 11 Experts]n.news.naver.comThe KOSPI closed higher, overcoming the shock of the U.S. interest rate hike, and stands at a crossroads to break through the 7,000 level. Experts suggest that since a significant portion of this rate hike has already been priced into the market, an escape from the "Boxpi" (sideways market) will only be possible if international oil prices and U.S. Treasury yields stabilize together.
Even if interest rates rise, the increase in orders and profits driven by the expansion of AI investment from U.S. hyperscalers will more than offset the burden of the stock price discount rate.