{"id":30514,"date":"2025-09-10T07:55:03","date_gmt":"2025-09-10T07:55:03","guid":{"rendered":"https:\/\/www.vtmarkets.com\/?p=30514"},"modified":"2025-09-10T07:55:03","modified_gmt":"2025-09-10T07:55:03","slug":"nikkei-surges-to-tech-euphoria-and-tariff-relief","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/sv-eu\/analysis\/nikkei-surges-to-tech-euphoria-and-tariff-relief\/","title":{"rendered":"Nikkei Surges to Tech Euphoria and Tariff Relief"},"content":{"rendered":"\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"559\" src=\"https:\/\/www.vtmarkets.com\/sv\/wp-content\/uploads\/sites\/10\/2025\/04\/image_fx-86-1024x559.png\" alt=\"\" class=\"wp-image-20961\" srcset=\"https:\/\/www.vtmarkets.com\/sv-eu\/wp-content\/uploads\/sites\/10\/2025\/04\/image_fx-86-1024x559.png 1024w, https:\/\/www.vtmarkets.com\/sv-eu\/wp-content\/uploads\/sites\/10\/2025\/04\/image_fx-86-300x164.png 300w, https:\/\/www.vtmarkets.com\/sv-eu\/wp-content\/uploads\/sites\/10\/2025\/04\/image_fx-86-768x419.png 768w, https:\/\/www.vtmarkets.com\/sv-eu\/wp-content\/uploads\/sites\/10\/2025\/04\/image_fx-86.png 1408w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><strong>Key Points<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Nikkei 225 jumps +0.52% to 43,827.65, rebounding sharply from prior losses.<\/li>\n\n\n\n<li>Japanese tech stocks track US rally after Oracle&#8217;s multicloud revenue spike.<\/li>\n\n\n\n<li>US jobs revision strengthens case for Fed rate cut\u2014possibly even 50bp.<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity is-style-dots\" \/>\n\n\n\n<p>The Nikkei\u2019s recovery was driven by a combination of global tech momentum and improving domestic sentiment.<\/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\">Japan&#39;s Nikkei crosses 44,000 for first time on trade, stimulus optimism <a href=\"https:\/\/t.co\/XsuvB8oKkl\">https:\/\/t.co\/XsuvB8oKkl<\/a> <a href=\"https:\/\/t.co\/XsuvB8oKkl\">https:\/\/t.co\/XsuvB8oKkl<\/a><\/p>&mdash; Reuters (@Reuters) <a href=\"https:\/\/twitter.com\/Reuters\/status\/1965311719804178530?ref_src=twsrc%5Etfw\">September 9, 2025<\/a><\/blockquote><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n\n<p>Japanese tech firms rallied in tandem with US counterparts after Oracle posted a staggering 1,529% surge in multicloud database revenue. The surge highlights booming demand from Amazon, Google, and Microsoft for AI server capacity.<\/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\">Elon Musk&#39;s title of world&#39;s richest man is under threat after Oracle&#39;s Larry Ellison added $70 billion to his fortune in one day. Read more: <a href=\"https:\/\/t.co\/pT5xfnEdYP\">https:\/\/t.co\/pT5xfnEdYP<\/a><br><br>\ud83d\udcf7\ufe0f: David Paul Morris\/Bloomberg; Chip Somodevilla\/Getty Images\/Bloomberg <a href=\"https:\/\/t.co\/8q4LiXH1gF\">pic.twitter.com\/8q4LiXH1gF<\/a><\/p>&mdash; Bloomberg (@business) <a href=\"https:\/\/twitter.com\/business\/status\/1965644660455481465?ref_src=twsrc%5Etfw\">September 10, 2025<\/a><\/blockquote><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n\n<p>This enthusiasm lifted SoftBank Group (+7.2%), Advantest (+3.3%), and Disco Corp (+3.2%), contributing heavily to the index\u2019s rise.<\/p>\n\n\n\n<p>In the US, sharp downward revisions to nonfarm payrolls and <a href=\"https:\/\/t.co\/bs0446ixDg\" target=\"_blank\" rel=\"noopener\" title=\"\">weaker job data<\/a> reignited bets on a Federal Reserve rate cut at next week\u2019s meeting, with some traders even eyeing a 50bp move.<\/p>\n\n\n\n<p>Domestically, a private sector survey revealed that Japanese manufacturer sentiment hit a three-year high in September, aided by the easing of trade tensions after a new tariff agreement with Washington.<\/p>\n\n\n\n<h2 class=\"wp-block-heading has-medium-font-size\">Technical Overview<\/h2>\n\n\n\n<p>The <strong>Nikkei 225<\/strong> is trading at <strong>43,827.65<\/strong>, up <strong>+225 points (+0.52%)<\/strong>, extending its rebound after briefly consolidating near the <strong>42,700 support<\/strong>.<\/p>\n\n\n\n<p>The index remains in a strong uptrend, holding well above the <strong>39,800 level<\/strong>, which has acted as a solid base since June.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"448\" src=\"https:\/\/www.vtmarkets.com\/sv\/wp-content\/uploads\/sites\/10\/2025\/09\/image-13-1024x448.jpeg\" alt=\"\" class=\"wp-image-30517\" srcset=\"https:\/\/www.vtmarkets.com\/sv-eu\/wp-content\/uploads\/sites\/10\/2025\/09\/image-13-1024x448.jpeg 1024w, https:\/\/www.vtmarkets.com\/sv-eu\/wp-content\/uploads\/sites\/10\/2025\/09\/image-13-300x131.jpeg 300w, https:\/\/www.vtmarkets.com\/sv-eu\/wp-content\/uploads\/sites\/10\/2025\/09\/image-13-768x336.jpeg 768w, https:\/\/www.vtmarkets.com\/sv-eu\/wp-content\/uploads\/sites\/10\/2025\/09\/image-13.jpeg 1080w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Momentum indicators remain constructive: the moving averages (5,10,30) are stacked bullishly, and the <strong>MACD histogram<\/strong> shows early signs of renewed buying pressure.<\/p>\n\n\n\n<p>The immediate resistance lies at <strong>43,950\u201344,000<\/strong>, a psychological barrier that, if broken, could set the stage for a push toward <strong>45,500<\/strong>.<\/p>\n\n\n\n<p>On the downside, support rests at <strong>42,700<\/strong>, followed by <strong>41,800<\/strong>, keeping the broader uptrend intact as long as these levels hold.<\/p>\n\n\n\n<h2 class=\"wp-block-heading has-medium-font-size\">Cautious Forecast<\/h2>\n\n\n\n<p>While the current rally is backed by strong fundamentals and technicals, traders should remain alert to upcoming risk events. The Fed\u2019s policy decision next week will be pivotal. Any hawkish surprise or smaller-than-expected cut could dampen sentiment and spark a pullback.<\/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\">Treasury Secretary Scott Bessent called on the Fed to change its policy stance after a government agency revised US jobs data to show weaker hiring in the year through March <a href=\"https:\/\/t.co\/CECsKGOI1J\">https:\/\/t.co\/CECsKGOI1J<\/a><\/p>&mdash; Bloomberg (@business) <a href=\"https:\/\/twitter.com\/business\/status\/1965521828664717512?ref_src=twsrc%5Etfw\">September 9, 2025<\/a><\/blockquote><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n\n<p>Additionally, global political volatility could inject sudden risk-off pressure. A clean breakout above 43,850 would confirm bullish continuation, but without it, markets may consolidate or retrace.<\/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*d96fp5*_gcl_au*Njc1MzM0NjY0LjE3NTEzNTM4MTc.*_ga*MjA5ODA0NDIzNC4xNzI3OTE1ODQ1*_ga_J26NL1ZVX7*czE3NTczOTYxNzckbzgzJGcwJHQxNzU3Mzk2MTc3JGo2MCRsMCRoMA..*_ga_6XQ8153GYW*czE3NTczODczODQkbzE4MyRnMCR0MTc1NzM4NzM4NCRqNjAkbDAkaDA.*_ga_BG6LYEHPX1*czE3NTczODczODQkbzEzMSRnMCR0MTc1NzM4NzM4NCRqNjAkbDAkaDA.*_ga_7CG6454YR5*czE3NTczODczODQkbzEzMSRnMCR0MTc1NzM4NzM4NCRqNjAkbDAkaDA.*_ga_J8BRGZSREX*czE3NTczODczODUkbzEzMSRnMCR0MTc1NzM4NzM4NSRqNjAkbDAkaDA.*_ga_69Z54R4H9N*czE3NTczODczODYkbzEzMSRnMCR0MTc1NzM4NzM4NiRqNjAkbDAkaDA.*_ga_CY2VCKFC3C*czE3NTczODczODYkbzEzMSRnMCR0MTc1NzM4NzM4NiRqNjAkbDAkaDA.*_ga_TXZ07R2C21*czE3NTczODczODYkbzEzMSRnMCR0MTc1NzM4NzM4NiRqNjAkbDAkaDA.*_ga_17TMGY9BBE*czE3NTczODczODgkbzEzMCRnMCR0MTc1NzM4NzM4OCRqNjAkbDAkaDA.*_ga_2QCC3S2748*czE3NTczODczODgkbzEyOSRnMCR0MTc1NzM4NzM4OCRqNjAkbDAkaDA.*_ga_MWDVVSEVL5*czE3NTczODczODgkbzEyOSRnMCR0MTc1NzM4NzM4OCRqNjAkbDAkaDA.*_ga_EJCVQDC7VT*czE3NTczODczODkkbzEyNSRnMCR0MTc1NzM4NzM4OSRqNjAkbDAkaDA.*_ga_XJ4037XKK6*czE3NTczODczOTEkbzEyNCRnMCR0MTc1NzM4NzM5MSRqNjAkbDAkaDA.*_ga_E7D2PCX624*czE3NTczODczOTEkbzEyMyRnMCR0MTc1NzM4NzM5MSRqNjAkbDAkaDA.\" target=\"_blank\" rel=\"noopener\" title=\"\">start trading<\/a> now.<\/strong><\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>AI-fuelled tech optimism and soft US jobs data drive Japan\u2019s benchmark higher, as traders bet on Fed cuts. &#8211; vtmarkets.com<\/p>\n","protected":false},"author":5,"featured_media":20961,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[21],"tags":[8,24],"class_list":["post-30514","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\/sv-eu\/wp-json\/wp\/v2\/posts\/30514","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.vtmarkets.com\/sv-eu\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.vtmarkets.com\/sv-eu\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/sv-eu\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/sv-eu\/wp-json\/wp\/v2\/comments?post=30514"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/sv-eu\/wp-json\/wp\/v2\/posts\/30514\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/sv-eu\/wp-json\/wp\/v2\/media\/20961"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/sv-eu\/wp-json\/wp\/v2\/media?parent=30514"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/sv-eu\/wp-json\/wp\/v2\/categories?post=30514"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/sv-eu\/wp-json\/wp\/v2\/tags?post=30514"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}