Nikkei 225 futures in Chicago rose slightly on the 4th, with the December contract ending at ¥63,130, up ¥55 from the previous day. The upside in futures was limited against a backdrop of gains in U.S. stocks.
At the Chicago Mercantile Exchange (CME) on the 4th, Nikkei 225 futures rose slightly, with the December contract ending at ¥63,130, up ¥55 from the previous day. Although U.S. stocks rose sharply, Japanese and U.S. semiconductor-related stocks were sold on concerns about AI regulation, keeping a lid on the upside in Nikkei 225 futures.
Against this backdrop, reports that U.S. President Trump had indicated a willingness to cooperate with the opposition Democratic Party following the results of the U.S. midterm elections led to views that uncertainty over policy had eased somewhat. However, concerns about AI regulation remained, and the performance of semiconductor-related stocks became a focus for the market.
The day's moves anticipated developments in the Japanese market based on trading results in the CME market, limiting the upside in Nikkei 225 futures. Investors were prepared to monitor upcoming market drivers while assessing developments in U.S. stocks and the extraterritorial risks facing AI-related stocks.