Expectations are spreading that moves led by AI-related stocks will reignite, centered on tomorrow's Nikkei market. As the market theme gathers strength, attention is focusing on price movements across the group of related stocks.
With tomorrow approaching, market participants are discussing how the stock market may develop, centered on the performance of AI-related stocks in midsummer. Investors are pointing to the possibility of funds flowing back into the AI sector, while attention is focusing on the theme as a key consideration in stock selection.
There is a view that AI-related stocks may move as the market seeks to regain momentum, making the question of whether the starting gun will sound for a revival the focus of attention. Some believe that short-term price movements could become more volatile, depending on the performance of the Nikkei 225 and other major indices.