[Today's Stock Market] Buying across a wide range of stocks, a firm market
🦉Today’s News
🦉”Here is today’s news.
・The Nikkei Stock Average rose 850 yen to 66,364 yen, marking its fifth consecutive day of gains
・TOPIX also rose
・About 70% of stocks on the Tokyo Stock Exchange Prime Market increased in value
・In addition to AI and semiconductor-related stocks, bank stocks also rose
・Comments regarding AI regulation at the US-China summit also provided a sense of relief”
🐣”A lot of different stocks are up compared to yesterday!”
🐻”That’s right.
The content is a bit different from yesterday.
Today, buying came in for a wide range of stocks, not just semiconductors.”
📈 Nikkei Stock Average up 850 yen
Today’s Nikkei Stock Average rose 850 yen to 66,364 yen.
It marked a fifth consecutive day of gains.
Yesterday, the Nikkei also rose by 495 yen, but the TOPIX fell.
Even among the 225 Nikkei stocks, more stocks fell than rose, making it a market where a few AI and semiconductor-related stocks pushed the index up.
Today is different.
The TOPIX also rose.
About 70% of stocks on the Tokyo Stock Exchange Prime Market increased in value, and 31 out of 33 industry sectors rose.
🐻”Yesterday, looking only at the Nikkei, it was up.
Today, buying spread across the entire market.”
💻 Not just semiconductors. Bank stocks also rose
Following yesterday, AI and semiconductor-related stocks such as Advantest, Tokyo Electron, and Ibiden rose.
They pushed up today’s Nikkei Stock Average.
However, it wasn’t just semiconductors that stood out today.
Bank stocks also rose significantly, and the banking sector had the highest growth rate among the 33 Tokyo Stock Exchange sectors.
With domestic interest rates at a high level, there are expectations for improved interest margins for banks.
Furthermore, it is reported that buying conscious of capturing interim dividend rights also supported the market.
🐣”Yesterday, rising interest rates were a burden, but today they are a plus for bank stocks.”
🐻”Even with the same interest rate hike, the impact differs depending on the company and industry. That’s the interesting part.”
🇺🇸🇨🇳 US-China summit also a source of relief
Another point of attention in today’s market was the US-China summit.
President Trump and President Xi Jinping held talks on the 24th.
It is reported that President Trump’s cautious stance on AI regulation during the talks also served as a source of relief for the market.
🐣”Was there some major agreement between the US and China?”
🐻”Not necessarily.
It’s too early to think that stocks rose because of a major agreement.
It’s better to see it as a combination of several factors today, such as AI/semiconductor stocks, bank stocks, and dividend rights capturing.”
♨️ Yugemaru’s thoughts
Looking at yesterday and today in succession, there are quite a few things you can’t tell just by looking at the Nikkei Stock Average.
Yesterday was up 495 yen.
Today was up 850 yen.
If you only look at the numbers, both were days when the Nikkei rose.
But yesterday, more stocks fell than rose, and today, a wide range of stocks rose.
I was impressed that buying spread to bank stocks and other areas today.
Semiconductors, bank stocks, dividend rights capturing, and even the US-China summit.
Today was a day where various factors overlapped.
If you only look at the Nikkei, both yesterday and today were “days when it went up.”
But if you look at the content, it’s completely different.
It’s interesting to see these differences when you follow the market every day.
Thank you for your hard work this week as well ♨️
※ This note is a place to enjoy investing as entertainment, so there is no intention to recommend specific stocks. However, for the sake of format, characters may sometimes make assertive statements. Please understand that those are the characters’ opinions and not my recommendations.
※ This article was written on the night of September 25, 2026.