Is today's drop a great buying opportunity?

The influential TSMC will announce its financial results for the July-September quarter on the 17th. Nissay Asset Management's

Mr. Yamamoto points out that "monthly revenue until September has been strong, and there is a possibility of TSMC revising upwards its capital expenditure."

"If the strength of demand for AI (artificial intelligence) chips can be confirmed, this could be a chance for a turnaround for Japan's semiconductor-related stocks with high exposure to advanced semiconductors."

over, it's.

The elements that have been pushing up Japanese stocks, such as the resilience of the US economy and the yen's weakness, have not changed at present. Semiconductors

The rise in semiconductor stocks wavered after ASML's earnings, but with TSMC's earnings as a turning point, if investment money flows in again, today's decline is likely to be

active.Excellent buying opportunityE. It could be said that.

(Nozomi Okubo)