日本株ストラテジー：26年下期見通し 業績牽引の株高続く：「金利上昇 vs AI成長」と投資戦略

Research evidence excerpt

日本株ストラテジー：26年下期見通し 業績牽引の株高続く：「金利上昇 vs AI成長」と投資戦略

and J.P. Morgan Broking (Hong Kong) Limited (CE number AAB027) is regulated by the

Securities and Futures Commission in Hong Kong. JP Morgan Chase Bank, N.A., Hong Kong Branch (CE Number AAL996) is regulated by the Hong

Kong Monetary Authority and the Securities and Futures Commission, is organized under the laws of the United States with limited liability. Where

the distribution of this material is a regulated activity in Hong Kong, the material is distributed in Hong Kong by or through J.P. Morgan Securities

(Asia Pacific) Limited and/or J.P. Morgan Broking (Hong Kong) Limited.

India: J.P. Morgan India Private Limited (Corporate Identity Number - U67120MH1992FTC068724), having its registered office at J.P. Morgan

Tower, Off. C.S.T. Road, Kalina, Santacruz - East, Mumbai – 400098, is registered with the Securities and Exchange Board of India (SEBI) as a

˕Research Analyst˖ having registration number INH000001873. J.P. Morgan India Private Limited is also registered with SEBI as a member of the

National Stock Exchange of India Limited and the Bombay Stock Exchange Limited (SEBI Registration Number – INZ000239730) and as a

Merchant Banker (SEBI Registration Number - MB/INM000002970). Telephone: 91-22-6157 3000, Facsimile: 91-22-6157 3990 and Website:

http://www.jpmipl.com. JPMorgan Chase Bank, N.A. - Mumbai Branch is licensed by the Reserve Bank of India (RBI) (Licence No. 53/ Licence No.

BY.4/94; SEBI - IN/CUS/014/ CDSL : IN-DP-CDSL-444-2008/ IN-DP-NSDL-285-2008/ INBI00000984/ INE231311239) as a Scheduled

Commercial Bank in India, which is its primary license allowing it to carry on Banking business in India and other activities, which a Bank branch in

India are permitted to undertake.