Japanese stocks rise slightly, buy economically sensitively in anticipation of a US soft landing - low tech is heavy
The Tokyo stock exchange rate is expected to rise slightly on the 26th. The preliminary real gross domestic product (GDP) value of the United States for April-June shows steady demand, and it inherits the trend where economy-sensitive stocks such as financial stocks were bought in the US market. It is likely that export-related items such as automobiles will also be bought in response to a pause in the appreciation of the yen's exchange rate. Meanwhile, US high-tech stocks are likely to be cheap and have a heavy appreciation.
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