BofA lifts Nikkei 225 year-end target to 76,000, sees 15% upside

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โดย Investing.com·Read original
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Bank of America has raised its year-end target for the Nikkei 225 to 76,000 from 67,000, implying almost 15% upside from current levels, and lifted its TOPIX target to 4,400 from 4,200. Analyst Masashi Akutsu said the Nikkei could reach 80,000 by year-end, citing stronger-than-expected AI demand and a higher probability of the Strait of Hormuz remaining open. The bank noted that leverage expansion accompanying a manufacturing recovery should drive return on equity going forward, but cautioned that stock concentration has reached historically elevated levels, exceeding peaks seen during the 2013 taper tantrum and the 2021 post-pandemic rally. BofA recommended partially reducing exposure to AI-related stocks with high valuations and hedging with non-AI sectors.

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