{"id":32546,"date":"2026-10-05T03:52:58","date_gmt":"2026-10-05T03:52:58","guid":{"rendered":"https:\/\/koshalsambada.in\/?p=32546"},"modified":"2026-10-05T03:52:58","modified_gmt":"2026-10-05T03:52:58","slug":"japans-nikkei-jumps-2-5-above-70000-to-three-month-high-as-ai-stocks-rally","status":"publish","type":"post","link":"https:\/\/koshalsambada.in\/?p=32546","title":{"rendered":"Japan&#8217;s Nikkei jumps 2.5% above 70,000 to three-month high as AI stocks rally"},"content":{"rendered":"<p><br \/>\n<\/p>\n<div>\n<div class=\"e9jwa\">\n<div class=\"vdo_embedd\">\n<div class=\"GfdvZ\">\n<section class=\"_bIDB  clearfix id-r-component leadmedia undefined undefined  E9tg9 \" style=\"top:0px\">\n<div class=\"_bIDB\" data-ua-type=\"1\" onclick=\"stpPgtnAndPrvntDefault(event)\">\n<div class=\"ypVvZ\">\n<div class=\"WGttI\"><img src=\"https:\/\/static.toiimg.com\/thumb\/msid-134685172,imgsize-270724,width-400,height-225,resizemode-4\/japans-nikkei-rises-to-three-month-high.jpg\" alt=\"Japan's Nikkei jumps 2.5% above 70,000 to three-month high as AI stocks rally\" title=\"Japan's Nikkei rises to three month-high\" decoding=\"async\" fetchpriority=\"high\"\/><\/div>\n<\/div>\n<\/div>\n<div class=\"Ta7d_ img_cptn\"><span title=\"Japan's Nikkei rises to three month-high\">Japan&#8217;s Nikkei rises to three month-high<\/span><\/div>\n<\/section>\n<\/div><\/div>\n<\/div>\n<p>Japan\u2019s Nikkei got an AI-powered boost on Monday, jumping over 2% to cross 70,000 for the first time in three months. Benchmark index Nikkei climbed 2.53% to 70,037.61 by the midday break, while the broader Topix gained 1.16% to 4,138.57.<span class=\"id-r-component br\" data-pos=\"2\"\/>Chip-related companies emerged as the biggest drivers of Nikkei&#8217;s rise. Tokyo Electron gained 5.7% and Advantest rose 4.5%, while technology investor SoftBank Group advanced 3.68%.<span class=\"id-r-component br\" data-pos=\"4\"\/>Memory maker Kioxia, however, rose only 0.49%. Its shares remain nearly 50% below the record high reached in mid-June.<span class=\"id-r-component br\" data-pos=\"6\"\/>&#8220;Investors scooped up AI-related stocks, but the market sentiment is muted compared with earlier this year when the Nikkei hit a record high,&#8221; said Mamoru Shimode, chief strategist at Resona Asset Management. <!-- -->The AI rally will continue, but the markets will be more selective.&#8221;<span class=\"id-r-component br\" data-pos=\"11\"\/>Shimode said Kioxia\u2019s limited gains could reflect selling by investors who had suffered losses in the stock.<span class=\"id-r-component br\" data-pos=\"13\"\/>&#8220;Investors probably tried to buy Kioxia shares on the rise, but at the same time others who have losses in the shares sold stocks on a rally, which is why their gains are limited,&#8221; Shimode said.<span class=\"id-r-component br\" data-pos=\"15\"\/><\/p>\n<p><h2>Wall Street gains lift Japan stocks<\/h2>\n<\/p>\n<p><span class=\"id-r-component br\" data-pos=\"17\"\/>The advance in Japanese equities followed a rise in US stocks on Friday. Weaker-than-expected jobs data reduced expectations for a rate hike by the Federal Reserve at its policy meeting this month.<span class=\"id-r-component br\" data-pos=\"21\"\/>Japanese financial stocks also moved higher. Mitsubishi UFJ Financial Group rose 0.99%, while Mizuho Financial Group gained 1.86%.<span class=\"id-r-component br\" data-pos=\"23\"\/>Within the Topix, the growth share index climbed 1.46%, compared with a 0.89% rise in the value share index.<span class=\"id-r-component br\" data-pos=\"25\"\/>The gains were mixed across the broader market. Of more than 1,500 stocks on the Tokyo Stock Exchange\u2019s prime market, 53% rose, 42% declined and 3% were unchanged.<span class=\"id-r-component br\" data-pos=\"28\"\/><\/p>\n<p><h2><keyword id=\"32811918\" type=\"Denny\" weightage=\"20\" keywordseo=\"30-year-bond-yield\" source=\"keywords\">30-year bond yield<\/keyword> hits record high<\/h2>\n<\/p>\n<p><span class=\"id-r-component br\" data-pos=\"30\"\/>While equities rallied, Japan\u2019s bond market came under pressure, with the 30-year government bond yield climbing to a record 4.235%. The move came as investors awaited Prime Minister Sanae Takaichi\u2019s policy speech later on Monday, which is being closely watched for clues on the government\u2019s policy stance.<span class=\"id-r-component br\" data-pos=\"32\"\/>Investors were awaiting Takaichi\u2019s remarks at the opening of an extraordinary parliamentary session. Her policy speech is being closely watched after local media reported that she was expected to pledge a nimble response to unexpected developments in the economy and financial markets.<span class=\"id-r-component br\" data-pos=\"35\"\/>Markets are also scrutinising her comments for signs of a possible shift in her reflationary policy stance, following US pressure to stem the yen\u2019s weakness.<span class=\"id-r-component br\" data-pos=\"37\"\/>&#8220;The yields across the curve stand at this level based on expectations for a shift in Takaichi&#8217;s policy, but if she says anything that could suggest she would keep her expansionary policy unchanged, that could send the bond yields higher,&#8221; said Masahito Sugawara, a senior strategist at Daiwa Securities.<span class=\"id-r-component br\" data-pos=\"40\"\/><\/p>\n<p><h2>What is keeping bond market under pressure<\/h2>\n<\/p>\n<p><span class=\"id-r-component br\" data-pos=\"42\"\/>Investors have become increasingly concerned that Takaichi\u2019s ambitious spending plans could worsen Japan\u2019s fiscal position. She took office a year ago, and the concerns have added pressure to the government bond market.<span class=\"id-r-component br\" data-pos=\"44\"\/>The move was concentrated in longer-dated debt, while shorter-dated yields fell. The two-year JGB yield declined 1.5 basis points to 1.9%, while the 10-year bond yield dropped 2 basis points to 3.08%.<span class=\"id-r-component br\" data-pos=\"48\"\/>The pressure on Japanese government bonds comes amid a broader sell-off in global government debt. Elevated energy prices, persistent inflation concerns and expectations of higher interest rates have pushed yields higher across global markets.<span class=\"id-r-component br\" data-pos=\"50\"\/>US Treasury yields also reversed earlier declines over the weekend as investors assessed the weaker-than-expected September jobs report. The data tempered expectations for further Federal Reserve interest rate hikes.<\/div>\n<p><br \/>\n<br \/><a href=\"https:\/\/timesofindia.indiatimes.com\/business\/international-business\/japans-nikkei-jumps-2-5-above-70000-to-three-month-high-as-ai-stocks-rally\/articleshow\/134684890.cms\" target=\"_blank\" rel=\"noopener\">Source link <\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Japan&#8217;s Nikkei rises to three month-high Japan\u2019s Nikkei got an AI-powered boost on Monday, jumping over 2% to cross 70,000 for the first time in three months. Benchmark index Nikkei climbed 2.53% to 70,037.61 by the midday break, while the broader Topix gained 1.16% to 4,138.57.Chip-related companies emerged as the biggest drivers of Nikkei&#8217;s rise. [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":32547,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[31],"tags":[],"class_list":["post-32546","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-31"],"magazineBlocksPostFeaturedMedia":{"thumbnail":"https:\/\/koshalsambada.in\/wp-content\/uploads\/2026\/10\/japans-nikkei-rises-to-three-month-high.jpg","medium":"https:\/\/koshalsambada.in\/wp-content\/uploads\/2026\/10\/japans-nikkei-rises-to-three-month-high.jpg","medium_large":"https:\/\/koshalsambada.in\/wp-content\/uploads\/2026\/10\/japans-nikkei-rises-to-three-month-high.jpg","large":"https:\/\/koshalsambada.in\/wp-content\/uploads\/2026\/10\/japans-nikkei-rises-to-three-month-high.jpg","1536x1536":"https:\/\/koshalsambada.in\/wp-content\/uploads\/2026\/10\/japans-nikkei-rises-to-three-month-high.jpg","2048x2048":"https:\/\/koshalsambada.in\/wp-content\/uploads\/2026\/10\/japans-nikkei-rises-to-three-month-high.jpg","blogsy-small":"https:\/\/koshalsambada.in\/wp-content\/uploads\/2026\/10\/japans-nikkei-rises-to-three-month-high.jpg","blogsy-small-tall":"https:\/\/koshalsambada.in\/wp-content\/uploads\/2026\/10\/japans-nikkei-rises-to-three-month-high.jpg","blogsy-small-square":"https:\/\/koshalsambada.in\/wp-content\/uploads\/2026\/10\/japans-nikkei-rises-to-three-month-high.jpg","blogsy-small-masonry":"https:\/\/koshalsambada.in\/wp-content\/uploads\/2026\/10\/japans-nikkei-rises-to-three-month-high.jpg","blogsy-medium":"https:\/\/koshalsambada.in\/wp-content\/uploads\/2026\/10\/japans-nikkei-rises-to-three-month-high.jpg","blogsy-medium-masonry":"https:\/\/koshalsambada.in\/wp-content\/uploads\/2026\/10\/japans-nikkei-rises-to-three-month-high.jpg","blogsy-large":"https:\/\/koshalsambada.in\/wp-content\/uploads\/2026\/10\/japans-nikkei-rises-to-three-month-high.jpg","blogsy-wide":"https:\/\/koshalsambada.in\/wp-content\/uploads\/2026\/10\/japans-nikkei-rises-to-three-month-high.jpg"},"magazineBlocksPostAuthor":{"name":"admin","avatar":"https:\/\/secure.gravatar.com\/avatar\/8709732a479614e7a8aa24d3eb1b239f30dc6d90c61464ed495001e7a469d856?s=96&d=mm&r=g"},"magazineBlocksPostCommentsNumber":"0","magazineBlocksPostExcerpt":"Japan&#8217;s Nikkei rises to three month-high Japan\u2019s Nikkei got an AI-powered boost on Monday, jumping over 2% to cross 70,000 for the first time in three months. Benchmark index Nikkei climbed 2.53% to 70,037.61 by the midday break, while the broader Topix gained 1.16% to 4,138.57.Chip-related companies emerged as the biggest drivers of Nikkei&#8217;s rise. 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