As the Nikkei Stock Average continues to trade in the mid-¥60,000 range, Daiwa Securities senior strategist Hashizume Daisuke (橋詰大輔) said he expects it to reach ¥80,000 at year-end and target a high of ¥83,000 by the end of 2026. He also said that the growth potential of AI and semiconductor stocks would be maintained even if their performance temporarily weakens.
The Nikkei Stock Average is currently consolidating in the mid-¥60,000 range. Market participants are watching to see whether it will again test its previous high.
Hashizume Daisuke (橋詰大輔), senior strategist at Daiwa Securities, said he expects the Nikkei Stock Average to rise to ¥80,000 by year-end and target a high of ¥83,000 by the end of March 2027.
Although AI-related and semiconductor stocks continue to trade weakly in the near term, there has been no change in the view that they have strong growth potential over the long term. The article also presented the view that stock prices would rise as EPS expands, while avoiding any definitive statement of specific figures or a causal relationship.