The U.S. stock market is expected to remain driven primarily by AI-related themes, while rising long-term interest rates became a major market focus in September. The information technology sector has also been highlighted as driving the market.
The U.S. stock market is reported to remain driven by AI-related themes, reflecting a view that the AI-led rally is continuing.
Rising long-term interest rates emerged as a major market theme in September. This attracted attention as a factor capable of changing the market environment.
Against this backdrop, a view has been presented that the information technology sector will continue to drive the market.