Is the Japanese stock market still going to rise? The big players are quietly shifting the battlefield! Many people are still watching the rise and fall of the crypto market, but the real large funds have already started moving elsewhere to make money.

A very clear trend now is — Japan is gradually emerging from deflation, with inflation, wages, and corporate profits all improving, and the overall economic environment beginning to "restart."
What does this mean in the eyes of the big players? A new "bottom-up market" is forming.
More importantly, a few key points:
Semiconductor equipment companies are beginning to explode (benefiting from AI and digitalization dividends).
Costs can be passed on, and profits are more stable.
Export-oriented companies have advantages in the global market and can withstand exchange rate fluctuations.