On November 6, Denmark's Jyske Bank said that the recent market selloff—with particularly sharp declines in artificial intelligence and technology stocks—warrants close attention, but investors should avoid panic selling. The bank noted that chip stocks have been hit hard, yet this round of volatility does not appear to be driven entirely by deteriorating fundamentals. There are signs that positioning adjustments by institutions such as hedge funds, margin calls, and forced selling have exacerbated the decline, so the sell-off does not necessarily mean the AI investment thesis has collapsed. That said, uncertainty remains over data center regulatory policy following the U.S. midterm elections, and the market may continue to face significant volatility. The coming days will be a critical period, as the market gradually assesses whether this decline is beginning to affect corporate earnings prospects—or whether it will ultimately prove to be a sharp correction driven mainly by position adjustments and market sentiment.