Nikkei: Japanese Stocks Rise in Post-Holiday TradingJapan 225 CashIG:NIKKEINouzTraderNikkei: Japanese Stocks Rise in Post-Holiday Trading NIKKEI The benchmark Nikkei 225 index surged +1.2% to climb above 64,900, while the Topix index also gained +0.8% to 3,950, effectively recouping most of last week's losses after market participants returned from the extended holiday weekend. In accordance with our precise portfolio calculations yesterday, the wave of selling pressure on semiconductor and artificial intelligence ecosystem stocks has officially subsided. Institutional investors in Japan launched a wholesale buying spree (bargain hunting), following the gains on Wall Street overnight after the bleeding in New York technology stocks stopped. ✅ Validation of the End of the Hardware Correction (Post-Holiday Tech Rebound) The main catalysts that rekindled confidence in Asia Pacific institutional investors came from Wall Street last night: - ⚡Market Gains Acceleration: The halt in the sell-off in US semiconductor giants (Nvidia +1.5%) provided a significant breath of fresh air for the Tokyo stock exchange. - ⚡Confidence Restoration: Market participants in Japan used last week's price adjustments as a golden opportunity to repurchase discounted hardware companies ahead of the release of Alphabet's draft capex guidance this week. Large-scale wholesale buying sprees hit the Tokyo stock exchange's capitalization leaders this afternoon: - ⚡Kioxia Holdings ($6,600) Soars +3.4% & Ibiden Co Soars +3.0%: Kioxia led the flash memory sector's reversal, soaring after recovering from the pressure of Bain Capital's share dumping last week. Ibiden also soared, driven by a rush of foreign capital, supported by high orders for advanced chip packaging circuit boards. - ⚡Advantest Corp (+0.8%), Taiyo Yuden (+0.9%), & Fujikura Ltd (+0.9%): The cluster of semiconductor test machines, passive electronic components, and compact fiber optic/copper cables rebounded, confirming a structural recovery in the physical computing supply chain. - ⚡Mitsubishi UFJ Financial ($8,306) +0.8% & Sumitomo Mitsui ($8,316) +0.9%: The major banking sectors (MUFG & SMFG) moved higher linearly, along with retail giant Fast Retailing (+1.3%), acting as a bulwark of support, securing the Topix index's close in the green.