Nikkei und Topix: Nikkei gewinnt mehr als drei Prozent – Chipaktien größte Gewinner
Robuste Geschäftszahlen und ein optimistischer Ausblick des US-Halbleiterherstellers Micron schüren in Japan Optimismus. Eine Ungewissheit bestimmt die Märkte unterdessen weiterhin.
The Japanese Nikkei Index surged more than three percent to 68,956 points on Thursday, buoyed by a rally in chip-related stocks. The broader Topix index also rose by 0.6 percent. Markets in Shanghai were closed for the holiday. Strong financial results and an optimistic outlook from US semiconductor manufacturer Micron sparked optimism about investment in artificial intelligence-related ventures.
Micron's chips test equipment firm Advantest saw a nearly ten percent gain, while memory chip maker Kioxia gained 5.6 percent. However, Wataru Akiyama, an equity strategist at broker Nomura Securities, cautioned against overvaluing the KI stock rally. While Micron's earnings forecasts for the first quarter of 2026/2027 ranged from $60 to $63 billion in revenue and between $37.15 and $39.15 per share in profit, financial expert Akiyama warned that the trend could change.
Investors also kept an eye on the Bank of Japan's (BoJ) monetary policy, with some policymakers suggesting the need to accelerate the pace of interest rate hikes, according to the protocols of the September meeting. This heightened expectations of further tightening of the monetary policy. Despite this, the yen continued its downward trend, with the dollar rising up to 0.6 percent to 158.39 yen.
The Japanese currency had gained nearly 1.5 percent in September. Chinese markets also remained closed on Thursday for the holiday.
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