From Nintendo to Sanrio: How the AI Wave Is Hitting Japan's Entertainment Stocks
AI news brief: Stock valuations across Japan’s entertainment and content industry are hitting a structural turning point. As the pandemic-era stay-at-home spending boom fades, capital markets are pivoting hard toward AI plays, triggering a systematic re-rating across the entire entertainment sector. Companies like Nintendo and Sanrio, icons of Japan’s soft power, are all seeing downward pressure on their stock prices.