日経平均採用銘柄では、証券会社のポジシティブなレポートが材料視されてディスコ＜6146＞が堅調推移。銅価格上昇が影響して住友金属鉱山＜5713＞が買われたほか、中国経済政策期待から資生堂＜4911＞、安川電機＜6506＞、TOTO＜5332＞、オムロン＜6645＞など中国関連銘柄が買われた。このほか、ソニーグループ＜6758＞、丸紅＜8002＞、ルネサスエレクトロニクス＜6723＞などが上昇した。The Nikkei Average continued to rise slightly. The front market transaction was closed at 39197.42 yen (estimated turnover 0.8 billion 20 million shares), which was 36.92 yen higher (+ 0.09%) than the previous day.
The US stock market declined on the 9th. The Dow average closed at 44401.93 dollars, which depreciated 240.59 dollars, and the NASDAQ fell 123.08 points to 19736.69. It was a fight near the record high, and after getting close, things were mixed. The Dow was temporarily bought in response to additional interest rate cuts by the Federal Reserve (Fed) and expectations for China's economic support plan, but it was pushed by sales that were wary of geopolitical risks in response to the collapse of the Assad administration in Syria, etc., and turned to a decline. In addition to profit-taking sales, the Nasdaq also weighed down the index due to the decline in semiconductor NVIDIA. Towards the end of the market, the decline widened and ended.
Despite the decline in US stocks, the Tokyo market began trading with a slight buying advantage, etc., due to the depreciation of the yen in exchange rates, etc. The Nikkei Average rose to the 39400 yen level, but after the first round of buying, the upper price drastically reduced the increase, similar to yesterday. In the futures market, trading involving the December futures and option special settlement value (SQ value) on weekends is the main thing, and there is little sense of direction in the index. Ahead of the announcement of the US Consumer Price Index on the 11th, the wait-and-see attitude strengthened slightly.
Among stocks adopted by the Nikkei Average, positive reports from securities companies were viewed as material, and DISCO (6146) remained strong. Sumitomo Metal Mining ＜5713＞ was bought due to rising copper prices, and China-related brands such as Shiseido ＜4911＞, Yaskawa Electric ＜6506＞, TOTO ＜5332＞, and Omron ＜6645＞ were bought due to Chinese economic policy expectations. In addition, Sony Group ＜6758＞, Marubeni ＜8002＞, Renesas Electronics ＜6723＞, etc. rose.
Meanwhile, in addition to the sale of Rakuten G ＜4755＞, which was currently being bought, there aren't even wire stocks of Fujikura ＜5803＞, Furukawa Electric ＜5801＞, and Sumitomo Electric ＜5802＞. Also, since it was reported that it would be difficult to restart the Kashiwazaki-Kariwa nuclear power plant within fiscal year 24, Mitsubishi Heavy Industries (7011) and Japan Steel Works (5631) were also sold. In addition, Hitachi ＜6501＞, Fuji Electric ＜6504＞, Kyowa Kirin ＜4151＞, Comsys HD ＜1721＞, etc. fell.
By industry, while steel, wholesale, transportation equipment, electrical equipment, mining, etc. rose, other products, insurance, non-ferrous metals, pharmaceuticals, securities and commodity futures declined.
The backstage Tokyo market is likely to focus on Chinese stocks. Both the Shanghai Composite Index and the Hong Kong Hang Seng Index slowly reduced their gains due to expectations for China's economic policy. If the upper price of China-related stocks weakens, it is likely that the Nikkei Average will enter a negative zone compared to the previous day. If today is also a negative line, it will be the 5th day in a row.