Three points to focus on in the afternoon session - although it briefly recovered to the 39,000 yen level, the upward momentum is gradually shrinking.

Fisco Japan · Sep 2 11:49

9月2日の後場の取引では以下の3つのポイントに注目したい。

・日経平均は続伸、一時39000円台回復も上げ幅をじりじり縮小

・ドル・円は弱含み、一時145円91銭まで値下がり

・値上り寄与トップはアドバンテスト＜6857＞、同2位はTDK＜6762＞

■日経平均は続伸、一時39000円台回復も上げ幅をじりじり縮小

日経平均は続伸。前営業日比62.13円高（＋0.16％）の38709.88円（出来高概算7億4000万株）で前場の取引を終えている。

8月30日の米国株式市場は上昇。ダウ平均は前日比228.03ドル高（＋0.55％）の41563.08ドル、ナスダックは同197.20ポイント高（＋1.13％）の17713.63、S&P500は同56.44ポイント高（＋1.01％）の5648.40で取引を終了した。7月PCEデフレータ（コア）がほぼ想定通りで段階的な利下げ期待に寄り付き後、上昇。長期金利上昇で、相場は一時下落に転じたが、月末要因の買いに加え、8月ミシガン大学消費者信頼感指数や8月シカゴ購買部協会景気指数の改善でソフトランディング期待に再び買われ、終盤にかけ上げ幅を拡大した。ダウは連日で過去最高値を更新し、終了。

米国株の上昇や為替の円安推移などを材料に、東京市場は買い優勢で取引を開始した。日経平均は39000円台に乗せてスタートしたが、買いは続かず失速。今晩の米国株式市場が休場のため、積極的な買いは入らず日経平均は上げ幅をじりじりと縮小した。心理的な節目である39000円台に乗せたものの、買いが続かなかったことからプライム市場の売買代金は1.6兆円に留まった。

日経平均採用銘柄では、証券会社によるレポートが材料視されてクレディセゾン＜8253＞が上昇したほか、IHI＜7013＞が連日で年初来高値を更新。川崎重＜7012＞も連れ高となっている。このほか、アドバンテスト＜6857＞、安川電機＜6506＞、三菱ケミカルグループ＜4188＞、村田製作所＜6981＞、SUMCO＜3436＞が買われた。

一方、ZOZO＜3092＞、ニトリホールディングス＜9843＞、サッポロHD＜2501＞、アサヒグループHD＜2502＞など円高メリット銘柄が総じて弱い。このほか、住友ファーマ＜4506＞、住友化学＜4005＞、塩野義製薬＜4507＞、協和キリン＜4151＞、ディスコ＜6146＞が売られた。

業種別では、非鉄金属、銀行業、証券・商品先物取引業、輸送用機器、電気・ガス業などが上昇した一方、医薬品、陸運業、不動産業、食料品、海運業などが下落した。

今晩の米国市場が休場のため、後場の東京市場も積極的な売買は手控えられて、商いは閑散としそうだ。内需株が弱い今日は、既にTOPIXが前営業日比マイナス圏で推移していることから、日経平均のマイナス圏突入も意識しておきたい。大引けで75日移動平均線が位置する38646円水準を維持できるか注目。

■ドル・円は弱含み、一時145円91銭まで値下がり

2日午前の東京市場でドル・円は弱含み。146円60銭まで買われた後、145円91銭まで反落。146円以下には顧客筋などからのドル買い注文が残されていたが、ドル買い一巡後は一部顧客筋からのドル売りが増えており146円を下回った。

ここまでの取引レンジは145円91銭－146円60銭、ユーロ・ドルは反転し、1.1042ドルから1.1056ドルで推移。ユーロ・円は弱含み、161円93銭まで買われた後。161円39銭まで値下がり。

■後場のチェック銘柄

・イシン＜143A＞、ジーダット＜3841＞など、4銘柄がストップ高

※一時ストップ高（気配値）を含みます

・値上り寄与トップはアドバンテスト＜6857＞、同2位はTDK＜6762＞

■経済指標・要人発言

【経済指標】

・日・4-6月期法人企業統計調査・全産業設備：前年比＋7.4％（予想：+10.0％）

・中・8月財新製造業PMI：50.4（予想：50.0）

【要人発言】

・関係筋

「バイデン米大統領はハマスが拘束している人質解放の米交渉担当チームと2日に会合」

＜国内＞

・特になし

＜海外＞

・米国休場（レーバーデー）

In the afternoon of September 2nd, we want to focus on the following three points in the trading session.

- The Nikkei average continues to rise, temporarily recovering to the 39,000 yen range but the gains are gradually shrinking.

- The USD/JPY is showing weakness, dropping temporarily to 145.91 yen.

- The top contributor to the price increase is Advantest <6857>, followed by TDK <6762>.

- The Nikkei average continues to rise, temporarily recovering to the 39,000 yen range but the gains are gradually shrinking.

The Nikkei average continued to rise. It ended the morning session at 38,709.88 yen, up 62.13 yen (+0.16%) from the previous trading day, with an estimated volume of 704 million 40 million shares traded.

On August 30, the US stock market rose. The Dow Jones Industrial Average closed at 41,563.08, up 228.03 points (+0.55%) from the previous day, while the Nasdaq rose by 197.20 points (+1.13%) to 17,713.63, and the S&P 500 closed at 5,648.40, up 56.44 points (+1.01%). The soft landing expectations were reinforced by nearly expected July PCE deflator (core), offsetting gradual rate cut expectations and rising long-term interest rates, causing a temporary market decline. However, increased buying due to end-of-month factors, improvements in the August University of Michigan Consumer Sentiment Index, and the August Chicago Purchasing Managers Index prompted another round of buying, expanding gains. The Dow reached record highs for consecutive days and closed.

The Tokyo market started trading with a bias towards buying, driven by the rise in US stocks and the weakening yen. The Nikkei average started in the 39,000 yen range, but buying momentum waned, leading to a slowdown. With the US stock market closed tonight, there was no aggressive buying, causing the Nikkei average to slowly reduce its gains. Although it briefly reached the psychologically significant 39,000 yen level, the lack of buying interest kept the trading value on the main board at 1.6 trillion yen.

In the Nikkei average constituent stocks, Credit Saison <8253> rose as securities firms' reports were seen as positive catalysts, while IHI <7013> hit new year-to-date highs for multiple consecutive days. Kawasaki Heavy Industries <7012> also saw gains. Additionally, Advantest <6857>, Yaskawa Electric <6506>, Mitsubishi Chemical Group <4188>, Murata Manufacturing <6981>, and SUMCO <3436> were bought.

On the other hand, ZOZO <3092>, Nitori Holdings <9843>, Sapporo Holdings <2501>, Asahi Group Holdings <2502>, and other yen strength beneficiaries showed weakness. Sumitomo Dainippon Pharma <4506>, Sumitomo Chemical <4005>, Shionogi <4507>, Kyowa Kirin <4151>, and Disco <6146> were sold.

By sector, nonferrous metals, banking, securities and commodity futures trading, transportation equipment, and electricity and gas sectors rose, while pharmaceuticals, land transportation, real estate, food, and marine transportation industries declined.

Due to the US market being closed tonight, trading in the afternoon session of the Tokyo market is expected to be cautious and subdued. With weak domestic stocks today, as the TOPIX is already in negative territory compared to the previous trading day, it is important to be aware of the possibility of the Nikkei average entering negative territory. Attention should be paid to whether the Nikkei average can maintain the 38,646 yen level, where the 75-day moving average sits, at the closing bell.

The dollar-yen is slightly weak, falling to 145.91 yen at one point.

In the morning session of the Tokyo market on the 2nd, the dollar-yen was slightly weak. After being bought up to 146.60 yen, it fell to 145.91 yen. Although there were dollar buying orders from customer sources below 146 yen, after the round of dollar buying, there was an increase in dollar selling orders from some customer sources, and it fell below 146 yen.

The trading range so far is 145.91 yen to 146.60 yen. The euro-dollar has reversed and is trading at 1.1056 dollars from 1.1042 dollars. The euro-yen is slightly weak, rising to 161.93 yen and then falling to 161.39 yen.

Check stocks for the afternoon session

- Four stocks, including Ishin <143A> and Zidat <3841>, reached the daily trading limit.

*Includes temporary stopper (indicated price)

- The top contributor to the price increase is Advantest <6857>, followed by TDK <6762>.

Economic indicators and remarks by important people

[Economic indicators]

- Japan's corporate industry survey for April-June period: equipment for all industries increased by 7.4% compared to the previous year (forecast: +10.0%).

- China's Caixin manufacturing PMI for August: 50.4 (forecast: 50.0).

[Important Person's Remarks]

-Related sources.

"President Biden will meet with the US negotiating team for the release of hostages held by Hamas on the 2nd."

Not applicable.

- US market closed (Labor Day)

The translation is provided by third-party software.

The above content is for informational or educational purposes only and does not constitute any investment advice related to Futu. Although we strive to ensure the truthfulness, accuracy, and originality of all such content, we cannot guarantee it.

後場に注目すべき3つのポイント～一時39000円台回復も上げ幅をじりじり縮小

Three points to focus on in the afternoon session - although it briefly recovered to the 39,000 yen level, the upward momentum is gradually shrinking.

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