The hottest topics over the weekend are still AI-related, such as semiconductor equipment and materials, memory, MLCC, power semiconductors, etc. Basically, it's still the same stuff. Fundamentals haven't changed and continue to improve. As for whether stock prices can continue to rise, it depends on the market's choice. Normally, after a sharp drop on Friday, there should be a recovery on Monday. If it doesn't recover, that means it's weak.

Now global assets are increasingly concentrating as they rise. The US, Japanese, and Korean stock markets are all the same. Differentiation is very sharp, and operations are becoming more difficult.

So for now, it's better to focus on the strongest sectors and wait for earnings reports to come out. There's nothing else worth looking at in other directions.