In the morning session on the 30th, attention was focused on semiconductor and AI-related stocks. As the Nikkei 225 outlook was assessed against the backdrop of turmoil in U.S. markets, DCMホールディングス' results and the joint development of MLCCs by 太陽誘電 and TDK became market focal points.
The view was that the morning session on the 30th would continue to be driven by semiconductor and AI-related stocks, with the Nikkei 225's movement expected to be influenced by developments in U.S. markets. In New York, expectations for Fed rate hikes and economic data affected trading, while movements in long-term interest rates were closely watched. Nikkei 225 futures temporarily held at a high level, and whether they would break above the 75-day moving average was expected to be a key focus.
In DCMホールディングス' consolidated results for the second quarter of the fiscal year ending February 2027, operating profit was ¥21.149 billion, up 1.5% year on year, and operating revenue was ¥304.348 billion. Despite the impact of higher raw material prices and the weaker yen, initiatives including environmentally friendly products and stronger sales promotions increased their share of the sales mix.
太陽誘電 announced a partnership with TDK to jointly develop MLCCs. This is expected to improve the stability of semiconductor-related material supplies and strengthen the product lineup.
Factors to watch in the morning session included a rise in the SOX Index, futures movements and active share buybacks. With economic data releases in Japan and overseas due, the view was expressed that movements in U.S. long-term interest rates and activity in semiconductor and AI-related stocks would influence the market's subsequent direction.