Las ganancias de mayo fueron demasiado fuertes, una pausa normal, lo clave es que las variables de la Reserva Federal y la inflación aún no se han concretado, la volatilidad de las acciones tecnológicas probablemente no disminuirá.

Bank of Singapore's strategy head Vasu Menon stated that the long-term outlook for AI is positive, but the tech stock correction shows that gains are still accompanied by volatility. The significant increase in May is considered a healthy correction, and caution should be exercised in the short term, influenced by uncertainties in inflation, U.S. Treasury yields rising, and the Federal Reserve's policy direction under Powell. Additionally, SpaceX and Anthropic pushing IPOs with high valuations have sparked short-term concerns, with the market questioning whether high premiums and mega IPOs divert liquidity from other tech sectors. In the long term, these listings will further solidify AI as a core investment theme.