Japan's semiconductor stock index surpassed to the highest value! What are the top weight constituent stocks? Lasertech and disco

Composed of Japanese semiconductor-related brands”Factset Japan Semiconductor Index” has been hitting a high every day this week. This is in contrast to the fact that the US Philadelphia Semiconductor Stock Index (SOX Index), which consists of semiconductor-related stocks such as the United States, has received headwinds from rising interest rates and has not been able to recover the intraday high price set in 2022/1.

According to the latest survey conducted by BoFA Securities, Asian fund managersJapan is at the top of the preference rankingSo,The position where semiconductors are overweight is the second largest after banksIt's called. The effects of US financial tightening have spread to Japan, and domestic high-tech semiconductor stocks have been excessively lowered, so there is a possibility that there is a sense of undervaluation.