日経平均採用銘柄では、株主還元策強化の方針を示したT＆Dホールディングス＜8795＞が大幅高となったほか、米政府の対中半導体規制のニュースを受けて、東京エレクトロン、スクリーンHDのほか、SUMCO＜3436＞、ソシオネクスト＜6526＞が上昇。証券会社のポジティブなレポートを受けて、清水建設＜1803＞も買われた。このほか、カシオ＜6952＞、荏原製作所＜6361＞、オークマ＜6103＞、パナソニックHD＜6752＞、中外製薬＜4519＞などが上昇した。The Nikkei average rebounded for the first time in three days, closing the morning session at 38,295.13 yen (+160.16 yen, +0.42%) on approximately 0.8 billion 40 million shares traded the day before.
The U.S. stock market declined on the 27th. The Dow Jones Industrial Average closed down 138.25 points at 44,722.06, while the Nasdaq ended trading at 19,060.48, down 115.10 points. Softened by caution near record highs, sparked by concerns such as President-elect Trump's planned additional tariff measures, Dow briefly rose on positive earnings from some retail companies but turned lower on fears of the impact of the additional tariff measures on the economy and corporate performance. The Nasdaq also declined throughout the day due to views that expectations for AI were excessive, with the tech sector weighing down, closing weak.
With U.S. stock market declines and a stronger yen in the forex market as cues, the Tokyo market began trading with a preference for selling. Although the Nikkei average started below 38,000 yen, after refraining from active trading due to Thanksgiving Week, it struggled to decline after an initial round of selling. As it was reported before 11 a.m. that the U.S. government plans to impose additional semiconductor regulations on China, Tokyo Electron <8035> and Screen HD <7735> rose sharply, leading to an increase in semiconductor stocks. The Nikkei average subsequently rose to the 38,300 yen level.
In Nikkei average constituent stocks, T&D Holdings <8795> showed a strong upward trend due to its policy of strengthening shareholder returns. Following the news of the U.S. government's semiconductor regulations on China, Tokyo Electron and Screen HD, as well as SUMCO <3436> and Sosei Next <6526>, rose. Shimizu Construction <1803> was also bought following a positive report from a securities company. Additionally, Casio <6952>, Ebara Corporation <6361>, Okuma <6103>, Panasonic HD <6752>, and Chugai Pharmaceutical <4519> all rose.
On the other hand, Ricoh <7752>, which had been rising, saw a predominance of selling due to a negative report from a securities company. Sumitomo Pharma <4506>, ZOZO <3092>, Terumo <4543>, Seiko Epson <6724>, and Yaskawa Electric <6506> were also sold. In addition, Advantest <6857> and Lasertec <6920> declined, leaving semiconductor stocks mixed.
By industry sector, mining, fisheries/agriculture/forestry, electricity/gas, other products, and iron & steel rose, while only the precision instruments, services, and nonferrous metals sectors declined.
Tonight, the U.S. market will be closed for the Thanksgiving holiday, with both the stock and bond markets closed. Tomorrow, the Tokyo market in the afternoon session is expected to see reduced participation due to the half-day session, likely resulting in a lack of direction. Although there was a quick turnaround in the morning session, the Nikkei average in the afternoon is likely to move sluggishly around the 38,200 yen level.
