While Japanese semiconductor stocks showed signs of finding a floor on the 26th, gains are likely to remain capped by higher crude oil prices and concerns over the profitability of AI investment. The dollar is expected to remain firm in the foreign exchange market, while the bond market may pause.
While a modest rebound, led by semiconductor stocks, is considered possible in the Japanese market on the 26th, stock prices are expected to remain capped by higher crude oil prices and concerns over the profitability of AI investment.
Amid tensions in the Middle East, investor concern is growing that the US could resume military attacks. The dollar is expected to remain firm in the foreign exchange market, while the bond market may pause after its upward trend through last week.
The rise in crude oil prices has accelerated since the latter half of last week, and Brent crude oil futures reached their highest level since the end of April. President Trump said that the time was approaching for a decision between an agreement with Iran and resuming attacks.