I would like to pay attention to the following 3 points in the 7-day advance transaction.

■Taking over the trend of higher US semiconductor stocks

■Daiseki's 3Q operating profit down 6.8% to 11.1 billion yen

■Notable materials on the front floor: GS Yuasa, BCP reconstruction for automotive lead batteries, investment amount of 10 billion yen

■Taking over the trend of higher US semiconductor stocks

The Japanese stock market on the 7th seems to be aware of an autonomous backlash against the drastic decline the day before. In the US market on the 6th, the NY Dow depreciated by 25 dollars and the NASDAQ was 243 points higher. In response to reports that a scope limitation plan has surfaced over uniform tariffs by the next Trump administration, purchases began ahead of time. However, since Mr. Trump denied reports on the tariff limitation plan, the NY Dow turned downward due to a sense of caution. Meanwhile, strong demand expectations for artificial intelligence (AI) increased in response to the fact that Taiwan's fourth quarter earnings recorded record highs, etc., and semiconductor stocks such as NVIDIA were bought. Chicago Nikkei 225 futures are 39,675 yen, which is 335 yen higher than Osaka. The yen exchange rate has been hovering in the 60 yen range of 157 yen per dollar.

The Nikkei Stock Average is likely to start before buying, in the form of falling in favor of Chicago futures. The NY Dow began to decline, but it was bought mainly by semiconductor stocks, and the NASDAQ index continued to grow. Foxconn is probably factored in, but the strong rise in NVIDIA in response to this seems to brighten sentiment. The Nikkei Stock Average yesterday continued to drop drastically and fell to the level of the 25th line, which is perceived as a support line, but as a result, the feeling of overheating, which had intensified at the moment, has receded, so it is easy to be aware of it as a timing aimed at push.

This feeling seems to intensify after the first round of buying, but if the +1σ of Bollinger Bands is located around 39668 yen, and it seems that solidity at the same level can be seen, it would be easier for people to buy with the aim of waiting for a push. Also, in the sector, increases in shipping, mining, petroleum and coal products, and banks were conspicuous, but it seems that they are looking for dividends. It would be easy for NISA fund inflow to be perceived as support in terms of supply and demand. In a phase where futures lead and include weakness, it seems that the stance is to wait for a push.

Therefore, in addition to high-tech stocks that have a large index impact, such as Advantest ＜6857＞ and East Elec ＜8035＞, it seems that they will move towards searching for dividends. Also, since expectations for AI demand were growing in response to Foxconn's performance in the United States, it is thought that it is easy for people to be aware of AI-related shopping.

■Daiseki's 3Q operating profit down 6.8% to 11.1 billion yen

The consolidated financial results for the 3Q fiscal year ending 2025/2 announced by Daiseki ＜9793＞ were sales of 50 billion32 million yen, down 6.6% from the same period last year, and operating profit of 11.1 billion27 million yen, down 6.8% from the same period last year. The soil contamination treatment-related business handled by Daiseki Environmental Solutions ＜1712＞ had a drastic decline in sales and profit due to the end of large-scale soil treatment projects ordered the previous year, but the progress rate was generally as planned, such as the resumption of large-scale factory waste removal consulting projects, which are high added value projects. As for the resource recycling business, the amount of gypsum board carried in remained steady, and the amount of waste paper and general waste disposed of also remained steady.

■Notable materials from the front

・The Nasdaq Composite Index rose (19864.98, +243.30)

・Chicago Nikkei futures rose (39675, +335)

・The SOX index rose (5310.14, +146.50)

・1 dollar = 157.60-70 yen

・The VIX Index declined (16.04, -0.09)

・Active share buybacks

・Request for improvement of corporate value by the Tokyo Stock Exchange

・GS Yuasa ＜6674＞ automotive lead battery BCP reconstruction, investment amount 10 billion yen

・NTT ＜9432＞ large-scale language model “Tsuzumi” has 4 times the performance, runs on 1 GPU

・Mazda ＜7261＞ new compact SUV development, President Kagome holds New Year's conference

・Meidensha ＜6508＞ calculation of “muscle age” and introduction of a health management system for workers

・Iseki agricultural machinery ＜6310＞ improved cultivation efficiency for sweet potatoes and sugar cane, 2 types of dedicated tractors

・Sumitomo Electric ＜5802＞ launches high abrasion resistant tips for titanium alloy turning

・Avionics ＜6807＞ automotive optical cables will be provided next month to facilitate data transmission

・AGC＜5201＞ expands proposals for glass substrates for eyeglass terminals, expanding viewing angles and making images clear

・Toray ＜3402＞ mass production of HC electrolyte membranes for water electrolyzers, 56 billion yen investment, operation in fiscal year 29

☆ Front office event schedule

＜Domestic＞

・10-year government bond bid

＜Overseas＞

・Nothing in particular