日経平均採用銘柄では、米ハイテク株高を受けて、東京エレクトロン＜8035＞、ディスコ＜6146＞、ルネサスエレクトロニクス＜6723＞、レーザーテック＜6920＞、アドバンテスト＜6857＞、ソシオネクスト＜6526＞など半導体株が総じて上昇したほか、三菱UFJ＜8306＞、三井住友＜8316＞などメガバンクも買われた。このほか、京セラ＜6971＞、リクルートHD＜6098＞、荏原製作所＜6361＞、ソフトバンクグループ＜9984＞などが上昇。The Nikkei average has rebounded for the first time in three days. It finished the morning session at 40,264.50 yen, up 957.45 yen (+2.44%) from the previous day (estimated volume 0.9 billion 90 million shares).
On the 6th, the U.S. stock market was mixed. The Dow fell by 25.57 dollars to 42,706.56 dollars, while the Nasdaq rose by 243.30 points to close at 19,864.98. Following reports that a limited scope proposal for uniform tariffs by the Trump administration had surfaced, there was a sense of relief leading to a buying spree, causing significant early gains. The Semiconductors Sector was also bought up, further boosting the market. However, after Trump denied the reports of the limited tariff proposal, caution returned, leading to a reduction in gains. The Dow turned to decline. The Nasdaq remained in positive territory as tech stocks continued to drive growth, ending mixed.
Taking advantage of the rise in U.S. tech stocks, the Tokyo market began trading favorably for buyers. Notable increases in high-priced semiconductor stocks allowed the Nikkei average to gradually expand its gains, recovering to the 40,000 yen range. Although it achieved a significant rise almost offsetting the losses from the end of the year and the beginning of the year events, it did not see a broad-based rally as approximately 40% of the stocks on the Main Board fell, which weighed on the TOPIX.
Among the Nikkei constituent stocks, following the rise in U.S. tech stocks, Semiconductor stocks such as Tokyo Electron Ltd. Unsponsored ADR <8035>, Disco <6146>, Renesas Electronics <6723>, Lasertec <6920>, Advantest <6857>, and Socionext <6526> all saw increases, as did mega banks like Mitsubishi UFJ <8306> and Sumitomo Mitsui <8316>. Additionally, stocks including Kyocera Corporation Sponsored ADR <6971>, Recruit Holdings Co <6098>, Ebara Corporation <6361>, and SOFTBANK GROUP CO <9984> also rose.
On the other hand, shipping stocks that had been bought up the previous day, such as Kawasaki Kisen Kaisha <9107>, Mitsui O.S.K. Lines <9101>, and Nippon Yusen Kabushiki Kaisha <9104>, were weak, while resource-related stocks like INPEX <1605>, Idemitsu Kosan <5019>, and ENEOS Holdings <5020> also fell. Other underperformers included Kao Corporation <4452>, Nippon Steel Corporation <5401>, Obayashi Corporation <1802>, and Toyota Tsusho <8015>.
By industry, sectors such as Services, Electric Appliances, Bank, Securities & Commodity Futures, and Precision Instruments saw increases, while Marine Shipping, Mining, Iron & Steel, Electric & Gas, and Petroleum & Coal faced declines.
Voices were heard regarding buybacks in the futures market, allowing the Nikkei average to recover to the 40,000 yen range; however, the market was not strong enough to see all sectors rise. If it surpasses the last year's high of 40,398.23 yen, there may be further gains in the afternoon session, but given the reliance on semiconductor stocks, momentum might be weak. Attention should be paid to whether the Nikkei average can close above the 40,000 yen mark in the afternoon session.
