【Reading Three Data Points】It is too soon to call the end of the AI bubble... Could the Nikkei Average reach ¥〇0,000 by fiscal year-end despite the plunge in semiconductor stocks?

The story

Some say it is too soon to conclude that the AI bubble is collapsing, and the article examines the breakdown of stock prices to uncover what is really happening. Demand related to AI remains strong.

An analysis indicates that Taiwan's export orders rose 71% as AI demand remains exceptionally strong, while the decline in semiconductor stocks has drawn the market's attention. The key question is which factor is truly responsible.

Forecast earnings for the Nikkei Average are said to be up 45% since the start of the year, and some point to the possibility that the growth trend has not weakened.

Looking ahead, attention is expected to remain focused on the level of the Nikkei Average and market trends through fiscal year-end.

At a glance

Demand TrendsAI demand is exceptionally strong, and growth has not slowed

Export ordersTaiwan's export orders rose 71%

Stock trendsSome see semiconductor stocks as having slumped

Nikkei earningsForecast earnings for the Nikkei Average are up 45% since the start of the year

OutlookThe focus is on how the Nikkei Average will perform by fiscal year-end

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