Japan’s two major securities firms warn that an AI investment reversal may become the biggest risk for Japanese stocks
智通财经2026/10/08 08:01Japan’s two largest securities firms expect the rally in the Japanese stock market to last a long time, through to 2027, but warn that a reversal in artificial intelligence (AI) investments could become the biggest potential threat. “Markets, share prices, and corporate earnings have all been strongly driven by AI investments,” Nomura CEO Kentaro Okuda said on Thursday. “If market sentiment towards AI shifts and this trend reverses, I believe it could pose a significant risk.” Akihiko Ogino, CEO of Daiwa Securities, expressed a similar opinion during the same discussion. Both executives forecast that the Nikkei 225 index will reach 80,000 points, though their timelines differ: Ogino expects the target to be achieved this year, while Okuda forecasts the index to reach around 75,000 points by the end of the year and surpass 80,000 by the end of 2027.
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