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NEXT FUNDS Nikkei 225 ETF: Semi-Annual Report (Domestic Investment Trust Beneficiary Securities) - 24th Term (2024/07/09 - 2025/07/08)
Japan's shift to AI is urgent [Today's GAINIANBANKUAI theme]
Japan has contributed to the foundational building of the global AI competition that is currently underway, but it has been reported that it is falling behind in the development and implementation of Generative AI. It is predicted that Generative AI will become a market worth 1 trillion dollars (approximately 149 trillion yen) based on most Indicators. Between 2019 and 2023, 182 foundational AI models have been announced from the USA and 30 from China, but there have been none from Japan. Due to the decreasing and aging labor population, companies need to boldly adopt next-generation Technology.
At the end of the term, Institutions are mainly focused on rebalancing.
The Nikkei Average rebounded for the first time in four trading days, closing at 37,780.54 yen, up 172.05 yen (with an estimated Volume of 1.6 billion shares). Following the rise in the USA market, buying was led by semiconductor stocks and export-related stocks, which temporarily widened gains to 38,115.65 yen. However, at the recent resistance level, conflicting sentiments emerged, and after the initial wave of buying, the market gradually became more stagnated. Advantest <6857>, which started with buying, turned to decline early on, and as the afternoon session began, it widened its losses.
Rohto, Yakult, etc. (additional) Rating
Upgraded - Bullish Code Stock Name Securities Company Previous Change After----------------------------------------------- <2914> JTGS "Hold" "Buy" Target Price Change Code Stock Name Securities Company Previous Change After----------------------------------------------- <4676> Fuji HD Mizuho 1750 yen 2240 yen <4911> Shiseido Company, Limited Sponsored ADR GS 2700 yen 2900 yen <6
There is a tendency to reconsider investments in Semiconductors stocks.
[Stocks Opening Comment] On the 25th, the Japanese stock market is expected to start with a Buy trend, followed by a market development that is likely to show firmness. On the 24th, the USA market saw the Dow Jones Industrial Average rise by 597 points and the Nasdaq increase by 404 points. Reports emerged that the Trump administration plans to implement 'reciprocal tariffs' on April 2, which will not involve widespread tariffs as previously feared, but will focus on specific countries and Regions being excluded, leading to increased reassurance. Chicago Nikkei
The uncertainty surrounding Trump's tariffs is leading to a sense of stagnation.
The Nikkei average fell slightly for three consecutive trading days, ending at 37,608.49 yen, down 68.57 yen (Volume approximately 1.6 billion 50 million shares). Initially, buying began due to the rise in U.S. stocks at the end of last week, but after peaking at 37,841.68 yen at the open, the market showed a strong sense of stagnation. Uncertainty surrounding the Trump administration's tariff policies became a burden, leading to a slight movement as it ended at today's low. In the Main Board of the Tokyo Stock Exchange, the number of falling stocks exceeded 1,100, accounting for more than 60% of the total.
