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[Winners in 2027] Business performance transformation scenario for the fiscal year ending March 2027 and March 2028 drawn by the “national policy triple theme” of AI, semiconductors, and defense

As of May 2026, the Japanese stock market has finished announcing its financial results for the fiscal year ending Mar...

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[2026-05-15] AI market “2nd round” | Instead of the semiconductor bubble bursting, the movement of funds towards physical infrastructure supremacy has begun

Since spring 2026, there has been a noticeable correction in semiconductor-related stocks that drove the AI market fro...

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