Are you still buying AI/inbound? Inspecting theme stocks for the second half – Nihon Keizai Shimbun

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Are you still buying AI/inbound? Inspecting theme stocks for the second half – Nihon Keizai Shimbun

AI・インバウンドはまだ買い? 下期のテーマ株を点検 – 日本経済新聞
証券アナリストの宇野沢茂樹さんは、訪日外国人(インバウンド)関連株は もう深追いすべきでない、と指摘。「既に観光客の数が許容量を超える『 オーバー…
https://www.nikkei.com/article/DGXZQOUB172KX0X10C24A7000000/

Are you still buying AI/inbound? Inspecting theme stocks for the second half – Nihon Keizai Shimbun
Securities analyst Shigeki Unozawa points out that stocks related to foreigners visiting Japan (inbound) should no longer be pursued too closely. “The number of tourists has already exceeded the allowable capacity.”
*Translated using Google’s automatic translation function. If there are any mistranslations, please contact us.

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