{"id":34681,"date":"2025-11-12T18:06:36","date_gmt":"2025-11-12T10:06:36","guid":{"rendered":"https:\/\/www.vtmarkets.com\/?p=34681"},"modified":"2025-11-12T18:06:36","modified_gmt":"2025-11-12T10:06:36","slug":"nikkei-extends-gains-as-ai-stocks-lift-sentiment","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/en-asia\/analysis\/nikkei-extends-gains-as-ai-stocks-lift-sentiment\/","title":{"rendered":"Nikkei Extends Gains as AI Stocks Lift Sentiment"},"content":{"rendered":"\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"559\" src=\"https:\/\/www.vtmarkets.com\/en-asia\/wp-content\/uploads\/sites\/27\/2026\/03\/image_fx-86-1024x559.png\" alt=\"\" class=\"wp-image-20961\" \/><\/figure>\n\n\n\n<p><strong>Key Points<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Nikkei 225<\/strong> closed <strong>0.43% higher<\/strong> at <strong>51,063.31<\/strong>, while the <strong>Topix<\/strong> jumped <strong>1.14%<\/strong> to a <strong>record high of 3,359.33<\/strong>.<\/li>\n\n\n\n<li><strong>Sony<\/strong> gained <strong>3.67%<\/strong> after raising its annual profit forecast by <strong>8%<\/strong>, and <strong>Mitsui Kinzoku<\/strong> surged <strong>23.27%<\/strong> on a <strong>75% profit upgrade<\/strong> tied to AI infrastructure demand.<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity is-style-dots\" \/>\n\n\n\n<p>Japan\u2019s Nikkei index extended gains on Wednesday, closing up <strong>0.43%<\/strong> at <strong>51,063.31<\/strong>, as investors rotated into sectors with strong earnings outlooks despite early weakness in heavyweight technology names. The broader <strong>Topix<\/strong> hit a record close of <strong>3,359.33<\/strong>, powered by industrials and financials.<\/p>\n\n\n\n<p>Sentiment was initially dampened by <strong>SoftBank Group\u2019s<\/strong> 10% intraday slump after disclosing a <strong>$5.8 billion sale<\/strong> of its <strong>Nvidia<\/strong> stake.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\"><p lang=\"en\" dir=\"ltr\">CNBC Daily Open: SoftBank goes all in on OpenAI as &#39;Big Short&#39; investor issues caution on AI firms <a href=\"https:\/\/t.co\/WShpBuDkOI\">https:\/\/t.co\/WShpBuDkOI<\/a><\/p>&mdash; CNBC (@CNBC) <a href=\"https:\/\/twitter.com\/CNBC\/status\/1988513130079543584?ref_src=twsrc%5Etfw\">November 12, 2025<\/a><\/blockquote><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n\n<p>However, the stock later pared losses to close down <strong>3.46%<\/strong>, easing pressure on the broader index.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\"><p lang=\"en\" dir=\"ltr\">SoftBank&#39;s stock slid as much as 10% after the tech investor\u2019s exit from AI sector leader Nvidia spooked investors already nervous about climbing tech sector valuations <a href=\"https:\/\/t.co\/GDBjpnghtG\">https:\/\/t.co\/GDBjpnghtG<\/a><\/p>&mdash; Bloomberg (@business) <a href=\"https:\/\/twitter.com\/business\/status\/1988412177611477373?ref_src=twsrc%5Etfw\">November 12, 2025<\/a><\/blockquote><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n\n<p>Chip-related names remained mixed, with <strong>Advantest<\/strong> down <strong>0.23%<\/strong> and <strong>Tokyo Electron<\/strong> off <strong>1.55%<\/strong>, as profit-taking continued following a strong run earlier this quarter.<\/p>\n\n\n\n<h2 class=\"wp-block-heading has-medium-font-size\">Corporate Earnings Drive Optimism<\/h2>\n\n\n\n<p>Earnings season continued to dominate flows. <strong>Sony Group<\/strong> jumped <strong>3.67%<\/strong> after lifting its operating profit forecast for the fiscal year ending March 2026 by <strong>8%<\/strong>, buoyed by strong demand for gaming and audio products.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\"><p lang=\"en\" dir=\"ltr\">The Japanese conglomerate Sony&#39;s operating profit in the July-September quarter climbed 10% to $2.8 billion after its music unit, which includes anime, and chips businesses recorded higher sales <a href=\"https:\/\/t.co\/i5M7Wzdps2\">https:\/\/t.co\/i5M7Wzdps2<\/a> <a href=\"https:\/\/t.co\/Hznhepntbg\">pic.twitter.com\/Hznhepntbg<\/a><\/p>&mdash; Reuters (@Reuters) <a href=\"https:\/\/twitter.com\/Reuters\/status\/1988285591512092983?ref_src=twsrc%5Etfw\">November 11, 2025<\/a><\/blockquote><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n\n<p>AI-linked optimism also persisted. <strong>Mitsui Kinzoku<\/strong>, a materials supplier to data centres, soared <strong>23.27%<\/strong> after upgrading its annual profit outlook by <strong>75%<\/strong>. Analysts said the move reignited investor enthusiasm for Japan\u2019s AI and semiconductor ecosystem.<\/p>\n\n\n\n<p><strong>TDK<\/strong> gained <strong>4.92%<\/strong> to become the largest contributor to Nikkei gains, while <strong>Chugai Pharmaceutical<\/strong> rose <strong>4.37%<\/strong> on resilient healthcare demand.<\/p>\n\n\n\n<h2 class=\"wp-block-heading has-medium-font-size\">Technical Analysis<\/h2>\n\n\n\n<p>The <strong>Nikkei 225<\/strong> is trading around <strong>51,171<\/strong>, stabilising after a choppy session that saw the index dip to <strong>50,559<\/strong> before rebounding.<\/p>\n\n\n\n<p>On the 15-minute chart, price action shows the Nikkei attempting to reclaim short-term momentum, with moving averages (5, 10, 30) beginning to tighten after a sharp intraday selloff.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/www.vtmarkets.com\/en-asia\/wp-content\/uploads\/sites\/27\/2026\/03\/image-13-1024x459.jpg\" alt=\"\" class=\"wp-image-34683\" \/><\/figure>\n\n\n\n<p>The <strong>MACD<\/strong> has crossed above the signal line, reflecting a mild recovery in buying pressure, though the histogram suggests momentum remains tentative for now.<\/p>\n\n\n\n<p>The move coincides with broader Asian sentiment improving after <strong>U.S. futures steadied<\/strong> and traders digested fresh comments from the <strong>Bank of Japan<\/strong>, which reiterated its commitment to a gradual policy normalisation path.<\/p>\n\n\n\n<h2 class=\"wp-block-heading has-medium-font-size\">Cautious Forecast<\/h2>\n\n\n\n<p>Meanwhile, speculation around <strong>Trump\u2019s trade approach toward Asia<\/strong> continues to weigh slightly on export-heavy sectors, tempering gains across the Tokyo exchange.<\/p>\n\n\n\n<p>A sustained break above <strong>51,250<\/strong> could confirm a short-term bullish reversal, opening the way toward <strong>51,500<\/strong>, while failure to hold above <strong>50,900<\/strong> risks a renewed slide back to <strong>50,500<\/strong>. With volatility lingering ahead of key <strong>U.S. CPI data<\/strong>, the Nikkei may continue oscillating within this range until traders gain clearer direction on global risk appetite.<\/p>\n\n\n\n<p><strong><a href=\"https:\/\/www.vtmarkets.com\/trade-now\/\" target=\"_blank\" rel=\"noopener\" title=\"\">Create your live VT Markets account<\/a> and <a href=\"https:\/\/myaccount.vtmarkets.com\/login?_gl=1*5vyjdn*_gcl_au*Njc1MzM0NjY0LjE3NTEzNTM4MTc.*_ga*MjA5ODA0NDIzNC4xNzI3OTE1ODQ1*_ga_J26NL1ZVX7*czE3NTE4NzkxMDYkbzMwOCRnMSR0MTc1MTg3OTExOCRqNDgkbDAkaDA.*_ga_6XQ8153GYW*czE3NTE4NzkxMDgkbzU3JGcxJHQxNzUxODc5MTE4JGo1MCRsMCRoMA..*_ga_BG6LYEHPX1*czE3NTE4NzkxMDgkbzUkZzEkdDE3NTE4NzkxMTgkajUwJGwwJGgw*_ga_J8BRGZSREX*czE3NTE4NzkxMDgkbzUkZzEkdDE3NTE4NzkxMjIkajQ2JGwwJGgw*_ga_7CG6454YR5*czE3NTE4NzkxMDgkbzUkZzEkdDE3NTE4NzkxMjIkajQ2JGwwJGgw*_ga_69Z54R4H9N*czE3NTE4NzkxMDgkbzUkZzEkdDE3NTE4NzkxMjIkajQ2JGwwJGgw*_ga_CY2VCKFC3C*czE3NTE4NzkxMDgkbzUkZzEkdDE3NTE4NzkxMjIkajQ2JGwwJGgw*_ga_TXZ07R2C21*czE3NTE4NzkxMDgkbzUkZzEkdDE3NTE4NzkxMjUkajQzJGwwJGgw*_ga_17TMGY9BBE*czE3NTE4NzkxMDgkbzUkZzEkdDE3NTE4NzkxMjUkajQzJGwwJGgw*_ga_MWDVVSEVL5*czE3NTE4NzkxMDgkbzUkZzEkdDE3NTE4NzkxMjUkajQzJGwwJGgw*_ga_2QCC3S2748*czE3NTE4NzkxMDgkbzUkZzEkdDE3NTE4NzkxMjUkajQzJGwwJGgw*_ga_E7D2PCX624*czE3NTE4NzkxMjYkbzUkZzAkdDE3NTE4NzkxMjYkajYwJGwwJGgw*_ga_XJ4037XKK6*czE3NTE4NzkxMjYkbzUkZzAkdDE3NTE4NzkxMjYkajYwJGwwJGgw*_ga_EJCVQDC7VT*czE3NTE4NzkxMDgkbzUkZzEkdDE3NTE4NzkxMjYkajQyJGwwJGgw\" target=\"_blank\" rel=\"noopener\" title=\"\">start trading<\/a> now.<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Japan\u2019s Nikkei 225 rose for a second session, supported by robust earnings from Sony and renewed optimism in AI-related stocks. &#8211; vtmarkets.com<\/p>\n","protected":false},"author":64,"featured_media":20961,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[31],"tags":[11,30],"class_list":["post-34681","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-analysis","tag-indices","tag-nikkei"],"acf":{"acf_article_selection_author":""},"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.vtmarkets.com\/en-asia\/wp-json\/wp\/v2\/posts\/34681","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.vtmarkets.com\/en-asia\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.vtmarkets.com\/en-asia\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/en-asia\/wp-json\/wp\/v2\/users\/64"}],"replies":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/en-asia\/wp-json\/wp\/v2\/comments?post=34681"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/en-asia\/wp-json\/wp\/v2\/posts\/34681\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/en-asia\/wp-json\/wp\/v2\/media\/20961"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/en-asia\/wp-json\/wp\/v2\/media?parent=34681"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/en-asia\/wp-json\/wp\/v2\/categories?post=34681"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/en-asia\/wp-json\/wp\/v2\/tags?post=34681"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}