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predictionExpectations for green policies are likely to re-emerge after the midterm elections.하나 Global ETFcommitmentThe strategy is to gradually re-expand exposure to the AI value chain, including semiconductors, while confirming easing funding anxiety and improving corporate profitability.하나 Global ETFpredictionAttention is on big tech and hyperscalers that generate stable cash from existing businesses and whose cash flow burden eases as investment pace is adjusted.하나 Global ETFpredictionUntil early in the year, market scrutiny of AI companies' funding conditions and profitability will continue, favoring companies with solid cash generation and fundamentals.하나 Global ETFpredictionBecause AI investment has become a major growth driver of the US economy, a slowdown in investment pace and worsening funding conditions are also a burden on the broader economy.하나 Global ETFpredictionAs capital demand for large IPOs, corporate bond issuance and rights offerings concentrates, funding uncertainty and market burden are being highlighted.하나 Global ETFpredictionBig tech's AI infrastructure investment continues to expand, and combined with high rates and a monetization lag, cash flow and funding burdens are increasing.하나 Global ETFcommitmentSupply-side price pressures from war-driven oil price rises and tariffs are prolonging inflation and acting as a factor pushing interest rates higher.하나 Global ETF
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