日経平均採用銘柄では、米マイクロンの好決算を受けて、東京エレクトロン＜8035＞、アドバンテスト＜6857＞、ソシオネクスト＜6526＞、スクリーンHD＜7735＞、SUMCO＜3436＞など半導体株が総じて上昇。このほか、荏原製作所＜6361＞、ディスコ＜6146＞、三越伊勢丹HD＜3099＞、日立＜6501＞、ソフトバンクグループ＜9984＞などが買われた。The Nikkei Average rebounded sharply. The forward transaction was closed at 38812.94 yen (estimated turnover 0.8 billion 50 million shares), which was 942.68 yen higher (+ 2.49%) compared to the previous day.
The US stock market on the 25th was mixed. The Dow average closed at 41914.75 dollars (-0.70%) depreciated by 293.47 dollars, the NASDAQ was 7.69 points higher (+0.04%) at 18082.21, and the S&P 500 fell 10.67 points (-0.19%). It rose after being close to a purchase that was well received by the Organization for Economic Cooperation and Development (OECD)'s upward revision of the world economic growth outlook. After that, Dow's profit-taking sales from near record highs strengthened, and sales of newly built homes in August declined from July and turned into a drastic decline. The rise in long-term interest rates weighed heavily on the NASDAQ, but the semiconductor sector was strong, supporting lower prices, and slightly higher. The Dow widened its decline towards the end of the game and ended in mixed ways.
Using the depreciation of the yen in exchange, the Tokyo market began trading with a buying advantage. Semiconductor stocks have risen since the donation, and the Nikkei Average broke through the 75-day moving average after the donation. Since the depreciation of the yen and appreciation of the dollar accelerated from the exchange rate to 144 yen 90 yen per dollar, funds were directed towards large stocks such as export-related stocks, etc., and the increase in the Nikkei Average expanded to over 900 yen compared to the previous day.
In stocks adopted by the Nikkei Average, semiconductor stocks such as Tokyo Electron ＜8035＞, Advantest ＜6857＞, Socionext ＜6526＞, Screen HD ＜7735＞, and SUMCO ＜3436＞ have generally risen in response to good financial results from US Micron. In addition, Ebara Corporation ＜6361＞, Disco ＜6146＞, Isetan Mitsukoshi HD ＜3099＞, Hitachi ＜6501＞, SoftBank Group ＜9984＞, etc. were bought.
Meanwhile, Kyowa Kirin ＜4151＞, which plummeted yesterday, continued to be sold, and there isn't even Lasertech ＜6920＞. Additionally, Astellas Pharma (4503), Nissan Motor (7201), Mitsubishi Motors (7211), and Hino Motors (7205) declined. Tokai Carbon (5301), Aozora Bank (8304), Sumitomo Mining (5713), etc. were also sold.
While all industries rose, increases in other products, metal products, electrical equipment, machinery, and precision instruments were conspicuous.
Today is the last trading day with rights, so in addition to companies with September accounts, the fact that funds centered on individual investors are going to stocks with high dividend yields and preferential treatment stocks, such as companies that have established an interim dividend system for March accounts, is also a factor boosting the Nikkei Average. Even in the futures market, there are also market observations that 225 futures and TOPIX futures involved in falling dividends will enter about 1.2 trillion yen, so the supply and demand side is good. If Chinese stocks rise one level later, a recovery of the Nikkei Average to the 39,000 yen level will also come into view.