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Japan Market Close: Tokyo Stock Market Closed for "Sports Day"; AI-Related Stocks Saw Adjustments Last Week 日本市場引け: スポーツの日休場、先週末はAI関連株に調整の動き
Monday, October 12th, was "Sports Day," and the Tokyo Stock Market was closed. No spot stock trading took place, and many market participants are focusing on the trends in overseas markets during the long holiday weekend and next week's economic indicators. Looking back at the trading up to last Friday, October 9th, the Nikkei Average rose for the week, but there were signs of adjustments, particularly in AI-related stocks.
The Nikkei Average closed at 69,030.92 yen on Friday, October 9th, down 11.19 yen from the previous day. For the week, it gained 721.46 yen (1.1%) compared to the previous weekend. While the Nikkei briefly surpassed the 70,000 yen mark for the first time in about three months earlier in the week, the latter half saw upward pressure due to rising U.S. long-term interest rates and reports concerning the profitability of AI-related companies.
In terms of foreign investor activity, overseas investors were net buyers of Japanese stocks, purchasing 2.1919 trillion yen in the week ending October 3rd. This marked a significant shift from the previous week's net selling and is seen as having supported the Nikkei Average's rise earlier in the week.
Individual stock movements included Dongshan Precision, which continued to decline following news of its Hong Kong IPO plans. In contrast, Geely Auto saw its stock price rise after announcing its entry into the Canadian market in 2027.
In the cryptocurrency market, Bitcoin recovered to around $84,000, boosted by a decline in crude oil prices. Reports of the defunct FTX's Bitcoin mining business potentially reviving amidst the AI boom have also drawn attention to the connection between AI and cryptocurrencies.
With the market closed today, next week's Japanese market will be digesting the movements in overseas markets, foreign exchange rates, and futures that occurred during the holiday. In particular, the U.S. September Consumer Price Index (CPI) to be released on the 14th, and earnings reports from major semiconductor-related companies like ASML and TSMC, will be crucial factors in determining the market's direction. Additionally, remarks from Bank of Japan Governor Ueda's speech on the 16th are anticipated to provide insights into monetary policy.
Sources: note.com, nomura.co.jp, gaitame.com本日10月12日月曜日は「スポーツの日」で、東京株式市場は休場となりました。現物株の取引は行われず、市場参加者の多くは連休中の海外市場の動向や来週の経済指標に注目しています。先週末10月9日までの取引を振り返ると、日経平均株価は週間で上昇したものの、AI関連株を中心に調整の動きが見られました。
先週末10月9日の日経平均株価は、前日比11円19銭安の6万9030円92銭で取引を終えました。週間の動きとしては、前週末比で721円46銭（1.1%）高と、上昇を確保しました。週前半には約3カ月ぶりに7万円台を回復する場面もありましたが、週後半にかけては米国の長期金利上昇やAI関連企業の収益性に関する報道を受け、上値の重い展開となりました。
投資部門別売買動向では、10月3日までの週に海外投資家が日本株を2兆1919億円買い越しました。これは前週の売り越しから一転して大幅な買い越しとなり、週前半の日経平均株価の上昇を支えたと見られます。
個別銘柄では、東山精密が香港IPO計画報道を受けて株価の下落が続きました。 一方、吉利自動車は2027年のカナダ市場参入を発表し、株価が上昇する動きを見せています。
暗号資産市場では、ビットコインが原油価格の下落を追い風に約8万4000ドルまで回復しました。 破綻したFTXのビットコインマイニング事業がAIブームを背景に復活するとの報道もあり、AIと暗号資産の関連性にも注目が集まります。
来週の日本市場は、本日休場であったため、休場中の海外市場の動きや為替、先物の変化をまとめて織り込むことになります。特に、14日に発表される米国の9月消費者物価指数（CPI）や、ASML、TSMCといった主要半導体関連企業の決算発表が、市場の方向性を決定する上で重要な材料となるでしょう。 また、16日には植田日銀総裁の挨拶も予定されており、金融政策に関する発言にも注目が集まります。
出典: note.com, nomura.co.jp, gaitame.com
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Looks like AI theme stocks are taking a break in Japan too. Funny how it came up, I was just talking about something similar with a friend earlier lol일본도 AI 테마주가 쉬어가나 보네. 아까 친구랑 얘기하다가 마침 비슷한 얘기 나와서 반가웠음 ㅋㅋ
Japan also seems to be seeing adjustments in AI-related stocks. If we see a similar trend here, it feels a bit unsettling. For now, I'll just watch.일본도 AI 관련주 조정 오나보네. 우리나라도 비슷한 흐름이면 좀 쎄한데. 일단 좀 지켜봐야겠다.
I agree. It seems Japanese AI theme stocks are also taking a breather. If our market follows a similar trend, it's a bit unsettling, but I'll have to wait and see for now.그러게. 일본도 AI 테마주가 쉬어가는구나. 우리 증시도 비슷한 흐름이면 좀 찜찜하긴 한데, 일단은 좀 더 지켜봐야겠다.