Investment focus has shifted to the "silicon-based economy" as the most typical example! The Japanese stock market bids farewell to the "value oasis" label as funds flood into AI semiconductor sector.
According to the Securities Times APP, global institutional investors are in the process of reassigning the Japanese stock market from a "traditional undervalued value market" to an "AI-driven growth investment market". For a long time, the Japanese stock market, which has been considered a value stock large market by global investors, is now attracting a large influx of growth investment funds into the AI semiconductor investment sector. At the same time, Japanese technology companies closely associated with AI computing infrastructure are quickly climbing to the top of the market value rankings, surpassing the dominant automotive manufacturers and telecommunications giants that have held the top positions for decades.
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