
原油価格の下落や米株高を好感し、AI・半導体関連株を中心に買い戻し
10日の東京株式市場で日経平均株価は続伸し、前日比1684円08銭高の6万0459円58銭で取引を終えた。終値での6万円台回復は3営業日ぶり。中東情勢の緊張緩和観測に伴う原油価格の下落や、前日の米株高が好感され、AI・半導体銘柄が買われた。
AI-generated summary
トランプ米大統領がイランとの協議進展に言及し、原油価格が一時下落した。
10日の東京株式市場で日経平均株価は続伸し、前日より1684円08銭(2.87%)高い6万0459円58銭で取引を終えた。終値が6万円台を回復するのは、5日以来3営業日ぶり。原油価格の下落が好感されたことに加え、前日9日の米国市場で主要な株価指数がそろって上昇した流れを引き継いだ。
日経平均は前日の終値より596円78銭高い5万9372円28銭で取引を始め、その後は上げ幅を広げた。ソフトバンクグループ、アドバンテストなどAI(人工知能)・半導体銘柄を中心に買われた。
株価上昇の支えとなっているのは、中東情勢の緊張が和らぐとの観測と原油価格の下落だ。
トランプ米大統領が8日、米CNNのインタビューで、イランとの協議が進展した場合、本格的な戦闘再開は「極めて可能性が低い」と発言。9日のニューヨーク商業取引所で、原油価格の指標となる米国産WTI原油の先物価格は下落し、一時前週末より6%超安い、1バレル=85ドル台をつけた。
9日の米ニューヨーク株式市場では、主要企業でつくるダウ工業株平均が3営業日ぶりに大幅に反発。AI・半導体銘柄など幅広い銘柄が買われ、前週末より1104.02ドル(2.15%)高い5万2389.75ドルで取引を終えた。
日米の株式市場は、米国の中間選挙で民主党が大勝したことでAI規制が強まるとの警戒感から、AI・半導体関連株が急落していた。
大手証券アナリストは「AI関連銘柄は急落の反動で買われており、AI規制の強化に対する不透明感が払拭(ふっしょく)されたわけではない」とみる。

US AI company Anthropic has set preliminary IPO conditions for its NASDAQ listing at $70 to $78 per share. The company is expected to raise up to $64.4 billion, but the expected market capitalization may be lower than investors' expectations.

The Consumer Price Index (CPI) for October announced by the US Department of Labor rose 0.4% from the previous month, exceeding market expectations. Although growth has slowed due to the easing of energy prices, it shows that inflation is persistent and there are growing expectations that the Federal Reserve will raise interest rates in December.

The SoftBank Group announced its interim financial results for September 2026 on the 10th, with a net loss of 768 billion yen, falling into the red for the first time in three years. This was mainly due to losses associated with changes in plans for AI data centers in the United States.

SoftBank Group's interim consolidated net income fell into the red, and Mitsui Chemicals announced that it would acquire JSR for approximately 1.4 trillion yen. The Liberal Democratic Party reprimanded four members, including former Prime Minister Ishiba, and a Chinese man was arrested in central Tokyo for operating a base station without a license.

China's General Administration of Customs announced on the 10th that the trade surplus for the period from January to October was $1.4259 trillion (approximately 165 trillion yen), marking a record high of about $1.2 trillion for the entire year of 2025 and exceeding $1 trillion for the second consecutive year. Against a backdrop of growth in semiconductor and EV exports, pressure from the US side to rectify the trade imbalance is likely to increase at the US-China summit.

According to the Ministry of Internal Affairs and Communications' September Family Income and Expenditure Survey, real consumption expenditure for households with two or more people decreased by 6.8% compared to the same month last year, marking the first significant decline in six years since September 2020. Due to bad weather such as long rains, people refrained from going out and shopping, and the ninth category of expenses, such as food, utilities, and water, decreased.