The Nikkei 225 is reportedly expected to target around ¥72,000 by year-end, while buying of AI-related stocks has picked up again. The market's focus is said to be shifting toward AI semiconductor-related stocks and financial stocks.
The Nikkei 225 is reportedly moving on expectations that it will reach around ¥72,000 by year-end, with some pointing to a resumption of buying in AI-related stocks.
Market analysis suggests that AI-related stocks are becoming the market's central focus, with AI semiconductor-related stocks and financial stocks serving as the main pillars in particular.
At the same time, concerns are growing over downward adjustment pressure as the S&P 500 enters a declining phase toward year-end, and developments in the US market are said to affect the outlook for the Japanese market as well.