Japan’s Nikkei 225 just delivered another strong move. 👀
The index jumped around 2.45% to 69,946.86, briefly trading above the major 70,000 psychological level and reaching a three-month high.
What’s behind the move?
🤖 AI & semiconductors: Advantest and Tokyo Electron helped lead the rally as investors continued favoring AI-related technology.
🇺🇸 U.S. market strength: Positive momentum from Wall Street spilled into Japanese equities.
📉 Fed expectations: Weak U.S. jobs data reduced expectations for an aggressive October rate hike, supporting global risk appetite.
But I’m watching one risk closely:
Japanese bond yields.
Higher yields can challenge high-valuation growth and technology stocks, even when the AI narrative remains strong.
For me, 70,000 is now the key level.
Hold above 70K → bullish momentum can continue.
Reject below 70K → profit-taking becomes more likely.
The bigger story isn't just Japan.
It’s AI + semiconductors + global liquidity + rates moving together.
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