Technology is currently the direction the market is more opt...

Technology is currently the direction the market is more optimistic about. The electronics sector is optimistic about chip-related and semiconductor devices. The momentum of the US economy weakened in 2024. Federal Reserve Chairman Powell clearly stated at the interest rate meeting in December last year that it will begin to consider cutting interest rates. If the Fed fulfills its expectations of “preventive” interest rate cuts in the first quarter, global liquidity pressure will ease, and US demand and employment may remain stable and achieve a soft landing, but we still need to be wary of the risk of a rebound in inflation. Furthermore, the gradual easing of Sino-US relations is very positive and important for stabilizing medium- to long-term expectations in the global market.