[Nikkei Stock Average TOPIX (table)]
Nikkei average; 38880.50; +25.13
TOPIX; 2767.69; -0.81
[Snuggle Overview]
The Nikkei Average on the 29th rebounded to 38880.50 yen, a 25.13 yen increase, and trading began. The US stock market the day before, on the 28th, was mixed. The Dow average closed at 38852.86 dollars, down 216.73 dollars, and the Nasdaq closed at 17019.88, which was 99.09 points higher. Sales that were wary of hawkish statements by senior Federal Reserve (Fed) officials intersected and purchases in the semiconductor sector intersected, and after getting close, things were mixed. In addition to the May consumer confidence index rising for the first time in 4 months, interest rate increases were frowned upon due to poor bid results for 2-year bonds and 5-year bonds, and the Dow continued to fall and remained soft throughout the day. Meanwhile, the NASDAQ ended with a record high, led by the rise in NVDA (NVDA).
Buying took precedence in the Tokyo stock market today. Although the Dow average fell in the US stock market yesterday, the Nasdaq Composite Index, which has a high high-tech stock ratio, rose 0.59%, and the Philadelphia Semiconductor Stock Index (SOX Index), which consists of major semiconductor-related stocks, rose 1.86%, which supported the stock prices of high-tech stocks and semiconductor-related stocks in the Tokyo market. Also, in the foreign exchange market, the fact that the yen depreciated and the dollar continued to move at a high level, with 1 dollar = 157 yen 20 yen, became a factor supporting stock prices such as export stocks in the Tokyo market. On the technical side, the Nikkei Average continued to rise due to the 75-day moving average located in the 38800 yen range yesterday, and there was also a view that the lower price was firm. Meanwhile, the fall in the Dow Jones Industrial Average yesterday weighed on stock prices in the Tokyo market. Also, the fact that long-term US interest rates were rising in overseas markets yesterday and the fact that speculation about domestic interest rates was getting stronger was a factor in refraining from aggressive purchases, but buying was dominant during the donation stage.
By sector, the mining industry, electricity/gas industry, non-ferrous metals, petroleum and coal products, insurance industry, etc. are at the top of the price increase rate, while fisheries/agriculture and forestry, rubber products, textile products, pharmaceuticals, shipping industries, etc. line up at the top of the price drop rate. SOMPO ＜8630＞, DISCO ＜6146＞, SoftBank G＜9984＞, INPEX ＜1605＞, Advantest ＜6857＞, Socionext ＜6526＞, Shiseido ＜4911＞, MS&AD ＜8725＞, HOYA ＜7741＞, Tohoku Electric Power ＜9506＞, Tokio Marine ＜8766＞, Nomura ＜8604＞, Renesas ＜6723＞, Mitsui Marine ＜6269＞, etc. have risen. Meanwhile, Mitsubishi Heavy Industries ＜7011＞, Kawasaki Ships ＜9107＞, TEPCO HD ＜9501＞, Hokkaido Electric Power ＜9509＞, Yusen ＜9101＞, TOWA ＜6315＞, OLC ＜4661＞, Daikin ＜6367＞, First Lite ＜9983＞, KDDI ＜9433＞, Recruit HD ＜6098＞, Toyota ＜7203＞, Takeda Pharmaceutical ＜4502＞, Cosmos Pharmaceuticals ＜3349＞, etc.