The view has been reported that the AI market is moving into its second stage. Going forward, attention is expected to focus on developments in the 5 major national-policy themes, along with trends in the Japanese market. There has also been a warning that concern about capital investment is growing against a backdrop of higher interest rates.
According to reporting by Umesaki Keiji (梅咲恵司), AI and semiconductor stocks have maintained their strength as the market's driving force, while concern about capital investment in an environment of higher interest rates has risen rapidly. The Nikkei 225 reportedly entered a highly turbulent phase and swung sharply for a time.
The newspaper covered the view that the AI market is moving into its second stage and said that investors should focus now on the "5 major national-policy themes."
The article suggests that further reports should be awaited on developments in each theme and in related stocks.