The Tokyo stock market is expected to be on an upward trend in 2025Many market participants are anticipating this. Expectations are high that economic growth and a rise in stocks due to the policies of the next US President, Trump, will also benefit the domestic market. According to a survey of strategists by Bloomberg, the 25-year Nikkei average stock price isexpected to rise up to 43,000 yen at the median, reaching an all-time highandas predicted to renew the all-time highin 1977:As US stocks become noticeably expensive, there is a high possibility that Japanese stocks will once again attract attention from overseas investors.While the Bank of Japan has taken the first step towards a policy shift to a world with interest rates, there is a reassuring feeling of buying as the pace of rate hikes is likely to be gradual. We have picked up popular stocks that are expected to face strong upward pressure based on themes of interest and charts.
AI Semiconductors and Datacenters
The first half of 2024 Manufacturers of advanced semiconductor devices such as GPUs (graphic processing semiconductors) and HBM (High Bandwidth Memory) used for AI driving have been in the spotlight, with related stocks generally rising. Advanced semiconductor device manufacturers such as these are attracting attention, and related stocks have generally risen, but the latter half Concerns over the strengthening of US export restrictions on ChinaETCMainly declining among manufacturing equipment manufacturers highly dependent on ChinaContinued. There was no price collapse...