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+43.7%, These AI-picked Hardware Stocks Are Fueling the AI Super-cycle
〔Bull & Bear〕Markets rebounded sharply, buoyed by a decline in crude oil prices in the afternoon session.
On the Tokyo Stock Exchange on the 9th, large-cap stocks attracted buying interest, supported by robust performance in U.S. semiconductor-related shares, driving the Nikkei 225 index to surge by over 1,400 yen at one point compared to the previous day. On the U.S. markets on the 8th, Intel and Corning received significant orders from Google and Amazon, respectively, which served as a positive catalyst and led to notable gains in semiconductor-related stocks. This momentum carried over to the Tokyo market on the 9th, with semiconductor companies such as Tokyo Electron (8035) and TAIYO YUDEN (6976) advancing.
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Amid growing expectations of U.S. interest rate hikes, technology stocks sold off, briefly pushing the index below the 64,000-yen level.
The Nikkei 225 closed sharply lower, down 2,563.52 points at 64,024.60 yen (estimated trading volume: 2.64 billion shares). The sell-off in U.S. markets over the previous weekend—led by semiconductor-related stocks—spilled over into Tokyo, where major technology stocks began declining early in the session. The Nikkei index extended its losses toward the end of the morning session, dipping as low as 63,406.66 yen—the first time it had fallen below the 64,000-yen mark during trading hours in seven business days since May 28. Some bargain hunting emerged on dips.
SBI Securities (full-day trading) reported net selling of Kioxia Holdings and net buying of Tokyo Electron.
Sell Code Stock Name Transaction Value (285A) Kioxia HD 826,170,527,930 (9984) SoftBank Group 88,338,459,496 (6976) TAIYO YUDEN 57,044,813,900 (6981) Murata Manufacturing 52,985,946,055 (1570) NEXT FUNDS Nikkei 225 Leverage ETF 45,277,978,230 (5803) Fu