AI રેલીના કારણે મોટા સાપ્તાહિક વધારા સાથે
The market also faced headwinds from sudden geopolitical uncertainty. News that U.S. talks with Iranian negotiators regarding a Middle East peace pact would not take place on Friday added volatility. Daisuke Hashizume, senior strategist at Daiwa Securities, noted that the sudden halt in planned negotiations suggested a "tough road ahead" for conflict resolution. Additionally, with the U.S. market scheduled to close on Friday, many investors opted to lock in profits from the recent rally before the weekend, preventing the Nikkei from maintaining its record-breaking peak.
Key Takeaways
- AI Sector Dominance: The Nikkei’s 7.9% weekly gain was primarily driven by AI-related semiconductor and data centre infrastructure stocks.
- Corporate Earnings Impact: Fujikura's significant upgrade in profit forecasts to 229 billion yen acted as a major catalyst for the tech and materials sectors.
- Geopolitical Headwinds: Uncertainty regarding Middle East peace negotiations and profit-taking ahead of a U.S. market holiday limited the Nikkei's final daily gains.