Stocks
Japan Market Close: Nikkei Average Rebounds Led by AI/Semiconductor Stocks 日本市場引け: AI・半導体関連株主導で日経平均反発
On July 21st, the Japanese market rebounded for the first time in three trading days, driven by a reaction to the previous day's decline and positive earnings from US companies. In particular, buybacks of AI and semiconductor-related stocks led the market, with broad gains seen across a wide range of issues.
The Nikkei 225 closed at 64,621.24 yen, up 545.82 yen from the previous day. The TOPIX (Tokyo Stock Price Index) also rebounded, adding 34.52 points to close at 4043.73, demonstrating the overall strength of the market. While the index briefly surged by more than 1,300 yen at one point, the gains narrowed towards the end of the session.
The primary factors driving the market up today were the rise in the Dow Jones Industrial Average in the US market the previous day and positive earnings from US space exploration company SpaceX. Reports indicated that SpaceX's earnings for the July-September quarter of 2026 saw significant revenue growth, particularly in its AI business, easing market concerns about AI-related demand and creditworthiness. Following this, AI and semiconductor-related stocks such as Advantest and SoftBank Group were bought up in the Tokyo market, significantly boosting the index.
Among individual stocks, Nitto Boseki rebounded on expectations of tight supply and demand for high-performance glass, and Asteria temporarily rose 11% following the positive earnings of its investee, SpaceX, showing active trading. In terms of contribution to the Nikkei 225, Advantest contributed 122.98 yen and SoftBank Group contributed 55.02 yen to the rise.
In terms of market supply and demand, on the Tokyo Stock Exchange Prime Market, the number of advancing issues was 979 compared to 520 declining issues, with advancers significantly outnumbering decliners. This suggests that buybacks progressed across a broad range of stocks, centered on AI and semiconductor-related issues.
In the foreign exchange market, the yen traded in the early 158 yen range against the dollar, hovering around 158.14 yen at 3 PM. Even with crude oil prices reaching $100, the yen remains far from the 160 yen level, with market participants remaining cautious about potential intervention by the government and Bank of Japan, as well as expectations of interest rate hikes continuing to influence the yen's movement.
Looking ahead, the market's focus will shift to the earnings reports of major US companies scheduled from this evening, particularly the trends in AI and semiconductor-related stocks from Tesla and Meta Platforms. Furthermore, developments in the Middle East, crude oil prices, rising government bond yields in various countries, and expectations of interest rate hikes in Australia will also be closely watched.
Domestically, as interim earnings announcements from listed companies begin in earnest, if strong performance is confirmed, a full-fledged recovery phase for stock prices is anticipated.
Sources: kobekeizai.jp, yomiuri.co.jp, yahoo.co.jp, oanda.jp本日21日の日本市場は、前日までの下落に対する反動と米国企業の好決算が好感され、日経平均株価は3営業日ぶりに反発しました。特にAI・半導体関連株への買い戻しが市場を牽引し、幅広い銘柄で上昇が見られました。
日経平均株価は前日比545円82銭高の6万4621円24銭で取引を終えました。東証株価指数（TOPIX）も同34.52ポイント高の4043.73と反発し、市場全体の底堅さを示しました。一時は上げ幅が1300円を超える場面もありましたが、終盤にかけては上げ幅を縮小しました.
この日の市場を押し上げた主な要因は、前日の米国株式市場でのダウ平均の上昇と、米宇宙開発企業スペースXの好決算でした. スペースXが発表した2026年7-9月期の決算では、AI事業を中心に売上高が大きく伸長したことが伝わり、AI関連需要や信用力に対する市場の懸念が和らぎました. これを受け、東京市場でもアドバンテストやソフトバンクグループなどのAI・半導体関連株が買われ、指数を大きく押し上げました.
個別銘柄では、日東紡が高機能ガラスの需給逼迫期待から反発し、アステリアも出資先である米スペースXの好決算を受けて一時11%高となるなど、活発な動きを見せました. 日経平均への寄与度では、アドバンテストが122.98円、ソフトバンクグループが55.02円の押し上げに貢献しました.
市場の需給面では、東証プライム市場では値上がり銘柄数が979に対し、値下がり銘柄数は520と、値上がりが大幅に上回りました. これは、AI・半導体関連株を中心に広範な銘柄で買い戻しが進んだことを示唆しています.
為替市場では、円相場はドルに対し158円台前半で推移し、15時には158円14銭付近でした. 原油価格が100ドルに達しても160円台には遠い状況であり、政府・日本銀行による介入警戒感や利上げ観測が引き続き円相場に影響を与えています.
今後の市場の焦点は、今晩以降に予定されている米国主要企業の決算発表、特にテスラやメタ・プラットフォームズなどのAI・半導体関連動向に移ります. また、中東情勢の推移と原油価格、各国の国債利回り上昇や豪州の利上げ観測など、海外の金融政策動向も引き続き注視されるでしょう. 国内では、上場企業の中間決算発表が本格化することから、好業績が確認されれば株価の本格的な回復局面入りが期待されます.
出典: kobekeizai.jp, yomiuri.co.jp, yahoo.co.jp, oanda.jp
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Huh, Japan's Nikkei bounced back, huh? Guess those US earnings reports really do have a ripple effect. Good to see some AI and semiconductor stuff picking up again. Hope it lasts.
Yeah, it's wild how much of an impact US earnings can have over there. I saw some chatter about Advantest and Softbank Group doing well. It's good to see some life in the tech sector, but man, I'm always a bit skeptical when things bounce back *that* hard. Hope it's not just a dead cat bounce.