Stock Talk This Week, Market on the 6th, Nikkei futures outlook 【Individual stocks: clash between semiconductor and robotics, index sees a battle in the thick price range with 70K volume by price level】

Hello! This is Sakaguchi from Stock Talk.

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This week, looking back at the market outlook for June 29

(Below, last week's text)

This week's Tokyo stock market is viewed as a week to sense whether there are early signs of a summer rally or not.

This weekend's New York stock market is before the three-day weekend (Independence Day); the general view is to keep expectations of an active risk-on acceleration moderate, but there is still a possibility to reaffirm a strong supply-demand environment. (up to here)

⇒ Considering the gains of the Prime Market, the performance is more than enough to be deemed as having early signs of a summer rally.

There are still the potential for volatility in index futures, and some wide price swings, but the stance on what to pursue is clear.

However, aside from that theme, there is no other standout strength coexisting, and the dual-edged sword elements have grown quite strong.

Based on that reflection, we will forecast this week's stock market.

This week, Market Outlook for July 6

This week's Tokyo stock market remains exposed to the risk of daily adjustments in the index, while the appetite for individual stocks (summer rally) is believed to be robust in demand.