AIZAWA SECURITIES GROUP CO.,LTD. will hold an online seminar analyzing market trends in the second half of 2026 and promising sectors, with a focus on AI and semiconductors.
The Nikkei 225 hit a record high in June 2026 and continues to consolidate near its highs. AI- and semiconductor-related sectors led the market in the first half of the year, but are currently undergoing a temporary adjustment. Nevertheless, structural growth potential remains significant, supported by expanding demand for HBM and continued investment in generative AI infrastructure, suggesting that these remain key sectors over the medium to long term.
At the same time, funds have begun to rotate into themes beyond AI, including financials, resources, trading companies, and capital investment-related stocks. This has led to the view that it will be important to identify the investment trends taking shape in the second half of 2026. The seminar will cover the medium- to long-term outlook for AI and semiconductors, promising themes in other sectors, and investment strategies from year-end through 2027.
The speaker will be Takahashi Naoto (高橋直人) of アイザワ証券株式会社. The seminar will be held online via ZOOM from 10:30 to 11:40 on 26 September 2026 (Saturday), and attendance is free.