The article considers the option of holding a certain amount of a silver ETF, assuming that the Nikkei Stock Average could double in the future. Silver demand is expected to be supported by expanding applications in AI data centers and elsewhere, with 1542 cited as one possible silver ETF.
The author, who envisions an era in which the Nikkei Stock Average reaches ¥100,000, suggests that the index could eventually rise to roughly twice its current level and proposes considering alternative assets, including silver. Although the Nikkei has yet to set a new record high, it could approach that target if demand for AI and semiconductors continues.
The author does not recommend holding silver in large quantities because its price movements are more volatile than gold's, but explains that after falling from this year's record high of approximately $121 per ounce in January, silver may have room to rebound. The article suggests steadily buying Pure Silver Listed Trust (1542), whose price is based on futures prices on the Osaka Exchange and whose per-unit price is slightly over ¥27,000, with the aim of achieving more than a doubling in price.
Against the backdrop of expectations that silver applications, including connectors for AI data centers, will expand, the article says it is natural to expect silver demand to continue increasing. It concludes by stating that the article is intended to provide information, not to solicit investment.