Stocks
Japan Market Close: Fall Narrowed by US Rate Hike Speculation and Short Covering 日本市場引け: 米利上げ観測と買い戻しで下げ幅縮小
Today, the Japanese market saw the Nikkei average stock price fall back, driven by strengthened speculation of US interest rate hikes. Immediately after the market open, a significant drop exceeding 1500 yen was observed temporarily, but subsequently, buybacks broadened, and the market closed with a reduced decline.
The Nikkei average stock price closed at 66,311.93 yen, down 93.63 yen (0.14%) from the previous weekend. This decline is believed to be due to the negative reaction to the US Federal Reserve (Fed) chairman's hawkish stance on interest rates and the subsequent rise in long-term US interest rates last weekend. In the morning, selling pressure was seen first in AI (Artificial Intelligence) and semiconductor-related stocks, which have a large impact on the Nikkei average, leading to a temporary drop of over 1500 yen. However, buyback movements later spread, and ultimately, more than half of the stocks on the Tokyo Stock Exchange Prime Market ended with gains.
Regarding trading by investor type, according to data for the third week of August (August 17-21) released by the Tokyo Stock Exchange on August 27, foreign investors were net sellers of 437.8 billion yen in cash equities for the second consecutive week. On the other hand, individual investors were net buyers of 697.7 billion yen, the first net buying in five weeks, while trust banks were net sellers of 508.2 billion yen for the second consecutive week.
Among individual stocks, Japan Zeon (4205) updated its all-time high. This was favorably influenced by Nomura Securities raising its forecast for the company's battery materials and upgrading its investment rating. The stock rose 3.86% from the closing price on August 24 to the morning session on August 31, and after trading around 2,400 yen in the latter half of the week, it broke upwards by 3.69% day-on-day today. Appier (4180) also showed a sharp upward movement. Furthermore, Recruit Holdings (6098) traded at high levels.
For the upcoming week, the Japanese market will continue to focus on the direction of US monetary policy, particularly speculation about interest rate hikes. The buybacks from the temporary sharp decline observed in today's market suggest persistent demand for Japanese stocks, but strong US economic indicators or hints of monetary tightening could weigh on the market again.
Sources: kobekeizai.jp, yomiuri.co.jp, kabutan.jp, ando-sec.co.jp本日の日本市場は、米国の利上げ観測が強まったことを背景に、日経平均株価が反落しました。取引開始直後には一時1500円を超える大幅な下落を見せましたが、その後は買い戻しが広がり、下げ幅を縮小して取引を終えました。市場全体としては、米国金融政策への警戒感と、底堅い買い意欲が交錯する一日となりました。
日経平均株価は前週末比93円63銭安（0.14％）の6万6311円93銭で取引を終えました。この反落は、前週末の米国市場で米連邦準備制度理事会（FRB）議長が利上げに前向きな姿勢を示し、米長期金利が上昇したことが嫌気されたためと見られています。朝方には、日経平均への影響が大きいAI（人工知能）や半導体関連株に売りが先行し、一時1500円超下落する場面もありました。しかし、その後は買い戻しの動きが広がり、最終的には東証プライム市場の半数以上の銘柄が値上がりしました。
投資主体別の売買動向については、東京証券取引所が8月27日に発表した8月第3週（8月17日～21日）のデータによりますと、現物株では海外投資家が4378億円と2週ぶりに売り越しました。一方、個人投資家は6977億円と5週ぶりの買い越しとなり、信託銀行は5082億円と2週連続で売り越しています。
個別銘柄では、日本ゼオン（4205）が株価上場来高値を更新しました。これは野村證券が同社の電池材料の見通しを増額し、投資判断を引き上げたことが好感されたためです。同社株は8月24日終値から8月31日前引けにかけて3.86％上昇し、週後半には2,400円前後でもみ合った後、本日にかけて前日比3.69％高で上放れる形となりました。また、Appier（4180）も急伸する動きを見せました。さらに、リクルートホールディングス（6098）も高い水準で推移しました。
来週の日本市場は、引き続き米国の金融政策、特に利上げ観測の動向に注目が集まるでしょう。本日の市場で見られた一時的な急落からの買い戻しは、日本株に対する根強い需要を示唆していますが、米国からの強い経済指標や金融引き締め示唆は、再び市場の重しとなる可能性があります。
出典: kobekeizai.jp, yomiuri.co.jp, kabutan.jp, ando-sec.co.jp
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Comments 2
Did it drop past 1500 yen at one point? Then buying it back to reduce the loss, the price movement is as volatile as ever. The speculation about US rate hikes is still smoldering, huh.一時1500円超の下落があったのか。そこから買い戻しで縮小って、相変わらず値動き激しいな。米国の利上げ観測、まだくすぶってるんだな。
A drop exceeding 1500 yen temporarily, that's surprising. But the fact that the decline narrowed due to short covering is quite characteristic of the Japanese market. The US interest rate hike speculation still lingering is a bit concerning, though.一時1500円超の下落って、そりゃ驚くよな。でも、そこから買い戻しが入って下げ幅縮小ってのは、さすが日本市場って感じもするわ。アメリカの利上げ観測、まだくすぶってるのは気になるけどね。