US IT stocks rebounded on the 1st, NASDAQ was high, and individual credit purchases were active in the Tokyo market
US stocks were up on February 1. As of 5:20 a.m. on the 2nd Japan time, the NY Dow is up 0.8% and the NASDAQ index is 1.2%.
The 10-year bond yield temporarily fell to the 3.81% range, which is about 0.15% lower than the day before. Stocks are high due to falling interest rates. Since Microsoft, Alphabet, and AMD, which fell on Wednesday the day after financial results were announced, rebounded, buying ahead of IT-related stocks.
After the normal transaction is completed, Apple, Amazon, and Meta will announce financial results. The financial results of these three companies and stock price trends for overtime transactions are attracting attention.
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According to the trading situation by investment sector from January 22 to 26 announced by the Tokyo Stock Exchange on the 1st, foreigners overbought 410.5 billion yen and individuals overbought 294.6 billion yen.
Overseas investors account for 63.9% of the trading price of consignment orders, and individuals account for 30.3%. Overseas investors and individuals, who account for over 94% of the total trading price, have both been overbought.
Meanwhile, trust banks oversold 362.9 billion yen. Trust banks had an oversale of 191.5 billion yen the previous week as well. In response to the rise in stock prices, it seems that pension funds made transactions such as selling stocks and buying bonds, etc., and adjusted their portfolios.
Individuals have overbought for less than 300 billion yen overall, but their stance is different between spot transactions and margin transactions. Let's take a look at it by dividing it into actual goods and credit.
Individual trading fees (January 22-26)
(actual item)
Buy 2 trillion 135.5 billion yen
Sales 2,149.3 billion yen
Difference 13.7 billion yen oversale
(credit)
Buy 5,108.7 billion yen
Sales 4,8003 billion yen
The difference is 308.3 billion yen overbought
Individual spot trading is an oversale of 13.7 billion yen. Meanwhile, margin trading is an overpurchase of 308.3 billion yen. Margin trading is an investment that assumes reverse trading for a fixed period of time.
As an overall sense, individuals don't seem to think that this is the time to hold stocks in the medium term. Meanwhile, there is an increase in the number of investors who recognize the fun of short-term market prices and head to buy in the short term.
Radio NIKKEI commentator Kamata Shinichi
(C) Radio NIKKEI
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