The Nikkei 225 reached an all-time high of ¥72,831 on 22 June, after which the market was shaken by a sharp decline in Kioxia Holdings. Meanwhile, a part-time investor with assets exceeding ¥1 billion suggested that investors would reassess stocks outside AI and semiconductors and outlined a scenario in which the Nikkei 225 sets another all-time high.
The Nikkei 225 reached an all-time high in June this year. Attention focused on how it would trade while maintaining the level seen through the previous day.
The sharp decline in Kioxia Holdings, a major semiconductor memory manufacturer, sent shockwaves through the market, with declines spreading mainly among related stocks.
According to the view of a part-time investor with assets exceeding ¥1 billion, buying may advance as investors reassess stocks outside AI and semiconductors, and a phase of portfolio reshuffling is envisioned.
This investor foresees a scenario in which the Nikkei 225 sets a new all-time high and is watching future market trends closely.