The Nikkei Stock Average has been repeatedly swinging sharply since October, while Hitachi and NEC are attracting market attention as leading large-cap stocks. The backdrop is said to be concern about overinvestment in the AI and semiconductor sectors amid higher US interest rates.
The Nikkei Stock Average has been repeatedly swinging sharply since the start of October.
Against this backdrop, Hitachi and NEC are being highlighted as leading large-cap stocks attracting market interest. The view has been expressed that concern about overinvestment in the AI and semiconductor sectors is behind this attention.