Japan's two major brokerage firms expect the domestic stock market to continue to rise until 2027, but the cooling of the AI investment boom is the primary potential risk. Both executives predicted that the Nikkei 225 Index would reach 80,000 points, but the path was different: one thought the target could be achieved this year, while the other saw it achieved by the end of 2027. Executives pointed out that recent public voices against AI and data center construction in the US and other countries may have triggered a decline in investment in this field, causing sharp fluctuations in asset prices.

Japan's two major brokerage firms expect the domestic stock market to continue to rise until 2027, but the cooling of the AI investment boom is the primary potential risk. Both executives predicted that the Nikkei 225 Index would reach 80,000 points, but the path was different: one thought the target could be achieved this year, while the other saw it achieved by the end of 2027. Executives pointed out that recent public voices against AI and data center construction in the US and other countries may have triggered a decline in investment in this field, causing sharp fluctuations in asset prices.