金色财经|Sep 23, 2026 10:31
[Analyst: AI Rally and Yen Weakness Drive Catch-Up Opportunity for Japanese Stock Market]
According to a report by Jinse Finance 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 Japanese government intervention in the foreign exchange market. The Nikkei 225 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 U.S. dollar. For bond traders, market signals are more complex. The uncertainty surrounding the Bank of Japan's monetary policy outlook offsets the potential benefits of falling oil prices.
Vantage Global Prime market analyst Hebe Chen stated: 'The global AI rally heating up again, a moderate improvement in risk appetite, and softer oil prices provide room for the Japanese stock market to catch up, while also alleviating short-term pressures on inflation and interest rates.' She added that the weakening yen might boost the stock prices of export-oriented companies in the short term, but the risk of further intervention by Japanese authorities in the foreign exchange market will keep traders cautious.
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