Stocks
Japan Market Close: Nikkei 225 Surges on Positive Earnings, Led by Semiconductor Stocks 日本市場引け: 決算好感で日経平均大幅続伸、半導体株が牽引
On the 31st, the Japanese stock market saw broad buying driven by strong earnings from U.S. tech companies, leading to a significant continued rise in the Nikkei 225 index. Fears of a strong yen due to currency intervention the previous day were dispelled, with major semiconductor-related stocks playing a key role in pushing the index higher. The solid performance of individual stocks like Tokyo Electron brightened the overall market sentiment, marking the second consecutive day of gains at closing.
The Nikkei 225 index closed at 64,362.02 yen, up 2,494.59 yen (4.03%) from the previous day. During trading hours, it briefly surged over 3,400 yen, and for the first time in four days, it recovered to the 65,000 yen level. This substantial rise followed the positive reception of earnings from tech giants like Microsoft in the U.S. market the previous day, which boosted tech stocks. Although the Nikkei 225 had been on a downward trend since July, it rebounded sharply with buying activity on this day.
Among individual stocks, semiconductor-related shares led the market. Tokyo Electron, in particular, saw its stock price surge after its April-June quarter earnings surpassed market expectations and it revised its first-half operating profit forecast upward. It's reported that Advantest, SoftBank Group, and Tokyo Electron alone contributed over 1,900 yen to the Nikkei 225's advance. Sony Group's stock also performed strongly, temporarily rising 4%, driven by positive expectations for its earnings performance in the fiscal year ending March 2027. On the other hand, Denso's stock price fell as much as 10.8% intraday after its April-June quarter earnings fell short of market expectations, indicating a day of mixed fortunes for individual stocks based on their earnings results.
In the currency market, the USD/JPY briefly surged to the 157 yen level on the previous day due to observed intervention by the Japanese government and the Bank of Japan to buy yen and sell dollars. However, in the Tokyo market today, the pair saw buying activity that pushed it back to the upper 160 yen range. The Bank of Japan decided to maintain its current monetary policy at its Monetary Policy Meeting held today. Governor Ueda's press conference is scheduled for later, and it is attracting significant market attention as a crucial factor that could influence future currency market movements.
Today's Japanese market achieved a significant rise, propelled by semiconductor-related stocks, with positive earnings from U.S. tech companies acting as a tailwind. Fluctuations in the yen following the currency intervention and the upcoming BOJ Governor's press conference will be key points of observation for the market in the next session.
Sources: yomiuri.co.jp, kobekeizai.jp, diamond.jp, biggo.jp31日の日本株式市場は、米国ハイテク企業の好決算を背景に買いが広がり、日経平均株価は大幅に続伸しました。前日の為替介入による円高懸念を払拭し、主要な半導体関連株が指数を大きく押し上げる展開となりました。東京エレクトロンなどの個別銘柄の堅調な業績が市場全体のムードを明るくし、終値で2日連続の上昇を記録しました。
本日の日経平均株価は、前日比2494円59銭（4.03％）高の6万4362円02銭で取引を終えました。取引時間中には一時3400円超値上がりし、4日ぶりに6万5000円台を回復する場面も見られました。この大幅な上昇は、前日の米国市場でマイクロソフトなどのIT大手の決算が好感され、ハイテク株が上昇した流れを引き継いだものです。日経平均は、7月に入って下落基調にあったものの、この日の買い戻しで大きく反発しました。
個別銘柄では、半導体関連株が市場を牽引しました。特に東京エレクトロンは、4～6月期決算が市場予想を上回り、上期の営業利益予想を上方修正したことで株価が急伸しました。同社を含むアドバンテスト、ソフトバンクグループの3銘柄だけで日経平均を1900円超押し上げたと報じられています。 また、ソニーグループの株価も、2027年3月期業績の上振れを好感し、一時4％高となるなど堅調でした。 一方、デンソーの株価は、4～6月期決算が市場予想を下回ったことで一時10.8％安となるなど、決算内容によって個別銘柄の明暗が分かれる一日となりました。
為替市場では、前日海外市場で政府・日本銀行による円買い・ドル売り介入が観測され、ドル円相場は一時157円台まで急伸しました。 しかし、本日の東京市場では160円台後半へと買い戻される動きが見られました。 日本銀行は本日開催された金融政策決定会合で金融政策の現状維持を決定しましたが、植田総裁の記者会見がこの後予定されており、今後の為替相場の動向を左右する重要な要因として市場の注目を集めています。
本日の日本市場は、米国のハイテク企業決算を追い風に、半導体関連株が主導する形で大幅な上昇を遂げました。為替介入後の円相場の変動や、この後に予定されている日銀総裁会見が、次のセッションにおける市場の主要な観戦ポイントとなるでしょう。
出典: yomiuri.co.jp, kobekeizai.jp, diamond.jp, biggo.jp
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Whoa, the Nikkei is absolutely booming! Good to see some positive movement, especially with the chip stocks leading the charge. Hope this strength carries over.Whoa, the Nikkei is absolutely booming! Good to see some positive movement, especially with the chip stocks leading the charge. Hope this strength carries over.
Yeah, the Nikkei's performance was pretty wild today. It's good to see those chip stocks pulling the index up, feels like that's where the real action is. Hopefully, this momentum keeps up, though I'm always a little cautious when things move this fast, uh, decisively. Fast.Yeah, the Nikkei's performance was pretty wild today. It's good to see those chip stocks pulling the index up, feels like that's where the real action is. Hopefully, this momentum keeps up, though I'm always a little cautious when things move this fast, uh, decisively. Fast.