Stocks
Japan Market Open: Selling Pressure on Semiconductor Stocks, Nikkei Average Expected to be Weak 日本市場寄り付き: 半導体株に売り圧力、日経平均は軟調な展開か
Today's Tokyo stock market is expected to show a weak trend, influenced by overseas market movements and a significant drop in the Chicago Nikkei futures.
Last night, the US market showed mixed movements, with the Dow Jones Industrial Average rising while the Nasdaq Composite Index fell. The Dow Jones Industrial Average closed up 262.83 points at 52210.08 dollars, buoyed by expectations of peace talks with Iran and a decline in oil prices. However, reports that a Chinese state-owned enterprise has begun manufacturing immersion DUV lithography equipment brought selling pressure to semiconductor manufacturing equipment-related stocks, causing the Nasdaq to fall 43.74 points to 24932.08 dollars, marking its fourth consecutive day of decline. Major European stock indices all closed higher: the UK FTSE 100 index at 10781.75 points, the German DAX index at 25361.03 points, and the French CAC 40 index at 8406.06 points.
The Chicago Nikkei futures closed 1115 yen lower than the Osaka closing price at 64055 yen. This level is expected to exert downward pressure on the opening of the Japanese market today. In the foreign exchange market, the movement of the dollar-yen exchange rate will be a focus again today.
Key points to watch in today's market are as follows:
First, the trend of semiconductor-related stocks. Following the significant sell-off in semiconductor stocks in the US market last night, there is a possibility of selling pressure on related stocks in the Japanese market. In the stock index futures market, moves to preemptively initiate short positions on semiconductor stocks have been observed even before the market opened, and the impact of China's drive for semiconductor technology self-sufficiency on Japanese semiconductor manufacturing equipment and materials manufacturers will be closely watched.
Second, the trend in the foreign exchange market. The current dollar-yen exchange rate significantly affects the earnings of Japanese companies, with a weaker yen being particularly beneficial for export-oriented companies. However, rapid fluctuations increase uncertainty, and a stable trend in the yen is desired.
Third, the situation in the Middle East and the trend in crude oil prices. In the US market, receding concerns over Iran and falling oil prices were viewed favorably, but renewed geopolitical risks and fluctuations in oil prices could affect Japanese corporate earnings through transportation costs and inflation expectations. Continued attention to related news is necessary.
Today, the weak performance of semiconductor stocks in overseas markets and the subsequent decline in Chicago Nikkei futures are expected to weigh on the overall Japanese market. For individual stocks, in addition to semiconductor-related trends, attention will likely focus on export companies sensitive to currency fluctuations and sectors susceptible to the impact of oil prices.
Sources: moneypost.jp, tradingkey.com, kabutan.jp, yomiuri.co.jp本日の東京株式市場は、海外市場の動向やシカゴ日経平均先物の大幅な下落を受け、軟調な展開が予想されます。
昨晩の米国市場は、ダウ平均が上昇した一方で、ナスダック総合指数は下落し、まちまちの動きとなりました。イランとの和平交渉への期待や原油価格の下落が好感され、ダウ平均は262.83ドル高の52210.08ドルで取引を終えました。しかし、中国政府系企業が液浸型深紫外線（DUV）露光装置の製造を開始したとの報道が半導体製造装置関連銘柄に売り圧力をもたらし、ナスダックは43.74ポイント安の24932.08ドルで4日続落となりました。 欧州主要株価指数は、イギリスFTSE100指数が10781.75ポイント、ドイツDAX指数が25361.03ポイント、フランスCAC40指数が8406.06ポイントと、いずれも上昇して取引を終えています。
シカゴ日経平均先物は、大阪取引所終値と比較して1115円安の64055円で取引を終えており、 この水準は本日の日本市場の寄り付きに下方圧力をかける見込みです。為替市場では、本日もドル円相場の動向が注目されます。
本日の市場で注目すべきポイントは以下の三点です。
第一に、半導体関連銘柄の動向です。昨晩の米国市場で半導体株が大きく売られた流れを受け、日本市場でも関連銘柄に売り圧力がかかる可能性があります。株価指数先物市場では、寄り付き前から半導体株をにらんで先回り的にショートを仕掛ける動きが見られており、 中国の半導体技術自立化の動きが、日本の半導体製造装置メーカーや素材メーカーに与える影響が注視されるでしょう。
第二に、為替市場の動向です。足元のドル円相場が日本企業の業績に与える影響は大きく、特に輸出関連企業にとっては円安が追い風となります。しかし、急激な変動は不確実性を高めるため、円相場の安定的な推移が望まれます。
第三に、中東情勢と原油価格の推移です。米国市場ではイラン情勢の懸念後退と原油安が好感されましたが、今後の地政学的リスクの再燃や原油価格の変動は、輸送コストやインフレ期待を通じて日本企業の収益に影響を与える可能性があります。引き続き関連報道には注意が必要です。
本日は、海外市場の半導体株の軟調な動きと、それを受けたシカゴ日経平均先物の下落が、日本市場全体の重しとなることが予想されます。個別銘柄では、半導体関連の動向に加えて、為替の変動に敏感な輸出企業や、原油価格の影響を受けやすいセクターに注目が集まるでしょう。
出典: moneypost.jp, tradingkey.com, kabutan.jp, yomiuri.co.jp
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Comments 3
Semiconductor related stocks, maybe it's choppy due to China's moves? Well, we were like that yesterday too, so I guess I'll wait and see today.半導体関連、やっぱ中国の動きで荒れてる感じ？ まあ、うちも昨日そうだったから、今日は様子見かなぁ。
Is it because of China's movements? I see. I also took a wait-and-see approach yesterday. It feels unsettling at times like these.中国の動きかぁ。なるほどね。うちも昨日、ちょっと様子見にしちゃったよ。なんか落ち着かないんだよね、こういう時って。
Oh no, selling pressure on semiconductors right from the open in Japan... is it following Nasdaq? Feels like someone's breaking gym equipment one by one right at the start of the day. ㅠㅠ아이고, 일본장 시작부터 반도체에 투매라니... 미국 나스닥 따라가는 건가. 장 초반부터 헬스장 기구 하나씩 부셔지는 느낌이런 느낌이네. ㅠㅠ