日経平均採用銘柄では、フジクラ＜5803＞が大幅続伸したほか、古河電工＜5801＞も買われた。また、ナスダック上昇やエヌビディア反発を受けて、アドバンテスト＜6857＞が上昇。このほか、三菱電機＜6503＞、日本製鋼所＜5631＞、三菱重＜7011＞など防衛関連が買われた。ソニーグループ＜6758＞も連日で上場来高値を更新。イオン＜8267＞、清水建設＜1803＞、コニカミノルタ＜4902＞、出光興産＜5019＞などが買われた。The Nikkei Average was significantly higher and continued to rise for 4 days. The front market transaction was closed at 39881.10 yen (estimated turnover 0.9 billion 90 million shares), which was 508.87 yen higher (+ 1.29%) compared to the previous day.
The US stock market on the 11th was mixed. The Dow average closed at 44148.56 dollars, which was 99.27 dollars lower, and the NASDAQ closed at 20034.89, which was 347.65 points higher. The November Consumer Price Index (CPI) remained within expectations and rose after being close to purchases expecting additional interest rate cuts at the December Federal Open Market Committee (FOMC). The Dow was pushed by profit-taking sales and turned downward. The NASDAQ was led by purchases in response to expectations of interest rate cuts and high-tech purchases such as Alphabet, which expanded the range of increases at the end of the game and hit a record high. It ended in a mixed situation.
In response to the sharp rise of the NASDAQ, the Tokyo market began trading with a buying advantage. Since high-tech stocks etc. started with a buying advantage, there was a scene where the Nikkei Average was in the 40000 yen range for the first time in about 2 months since 10/15, during trading hours. Ahead of the 12-month futures and option special settlement value (SQ value) calculation tomorrow, it is observed that speculative trading has also entered into the futures market. After the first round of buying, the Nikkei Average became slightly heavier, but there was a rivalry at the 39,900 yen level.
Among the stocks adopted by the Nikkei Average, Fujikura (5803) continued to grow drastically, and Furukawa Electric (5801) was also bought. Also, Advantest (6857) rose in response to the rise in the NASDAQ and the NVIDIA backlash. In addition, defence-related items such as Mitsubishi Electric (6503), Japan Steel Works (5631), and Mitsubishi Heavy Industries (7011)) were purchased. The Sony Group (6758) also updated its high listing price every day. AEON ＜8267＞, Shimizu Corporation ＜1803＞, Konica Minolta ＜4902＞, Idemitsu Kosan ＜5019＞, etc. were bought.
Meanwhile, a personnel plan to replace the CFO etc. was announced as part of management restructuring, but Nissan's own (7201) was sold from the view that there were many issues, and automobile-related stocks such as Mitsubishi (7211), Mazda (7261), and Honda (7267) are weak. Also, since construction defects were found in condominiums in Setagaya-ku, it was reported that residents proposed a purchase, so there isn't even Tokyu HD (3289), which is the business owner. In addition, SUMCO ＜3436＞, Yamaha ＜7951＞, Yaskawa Electric ＜6506＞, JFE Holdings ＜5411＞, Sharp ＜6753＞, etc. were sold.
By industry, while services, petroleum and coal, non-ferrous metals, electrical equipment, precision instruments, etc. rose, only steel fell.
In addition to clearing the November SQ value of 39901.35 yen during trading hours, the market is becoming aware of a slight sense of accomplishment since it was in the 40000 yen range for the first time in 2 months. Since trends in Chinese stocks, which had been rapidly moving due to policy expectations, have also settled down, etc., I think the trend of profit determination will strengthen slightly in the backstage Tokyo market. The upper value of the Nikkei Average will become heavier, and it seems that the increase will shrink somewhat.
