As of 14:00, the Nikkei in the Tokyo market had only slightly limited its decline from the previous day, with intermittent buying entering Nikkei 225 futures. Domestic-demand stocks supported the broader market, while AI and semiconductor-related stocks, particularly high-priced names, weakened.
In the Tokyo stock market in the middle of the afternoon session on the 26th, the Nikkei Stock Average remained approximately ¥70 below the previous close, trading around ¥62,600. Trading remained directionless in the afternoon, while intermittent buying entered Nikkei 225 futures toward 14:00. Although no particular positive catalyst had been reported, buying interest from overseas speculative investors, apparently prompted in part by South Korean stocks limiting their decline, appears to have spread to futures.
Domestic-demand stocks remained firm, with real estate stocks including Mitsui Fudosan being bought, while Obayashi rose further at one point. By contrast, high-priced AI and semiconductor-related stocks, including Advantest, Tokyo Electron and Ibiden, remained lower. As of 14:00, trading value on the TSE Prime market was approximately ¥4.4178 trillion and trading volume was approximately 1.31636 billion shares.
Sumitomo Electric Industries, Mercari and Kioxia declined, while Sumitomo Realty & Development rose further, Terumo extended its gains, and Marubeni also reached a higher price. These moves are attracting attention as factors that could influence the direction of the broader market.