深潮TechFlow|Sep 23, 2026 10:10
[Analyst: AI Rally and Yen Weakness Create Catch-Up Opportunity for Japanese Stock Market]
Deep Tide TechFlow reports that on September 23, analysts stated that under the global AI-driven market rally, the Japanese stock market is expected to see a catch-up opportunity when trading resumes on Thursday. Meanwhile, the weakening yen continues to draw attention to the risk of intervention by the Japanese government in the foreign exchange market. Nikkei 225 index futures have already reflected market optimism toward the stock market. The December contract price on the Osaka Exchange is approximately 2.5% higher than the index's closing level last Friday.
At the same time, the yen faced further downward pressure during the holiday period, marking its fourth consecutive day of decline against the dollar. For bond traders, market signals are more complex. The uncertainty surrounding the Bank of Japan's monetary policy outlook offsets the potential positive impact of falling oil prices.
Vantage Global Prime market analyst Hebe Chen stated: "The renewed global AI rally, moderate improvement in risk appetite, and softening oil prices provide room for the Japanese stock market to catch up, while also easing short-term pressures related to inflation and interest rates." She added that the weakening yen might temporarily boost the stock prices of export-oriented companies, but the risk of further intervention by Japanese authorities in the forex market will keep traders cautious. (Jin10)
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