https://t.co/Einely7Y9l ২০২৬ সালের ৭ মে [নিককেই গড় অসীম—কিওকুশিয়া এইচডি স্টপ হাই এর সংঘাত] (মার্কেট ব্রডকাস্ট [প্রতিদিন প্রকাশিত]) কামুরা কেইয়ের ASK1 #AI সারাংশ নিককেই গড় ৬৩,০০০ যেন এবং সেমিকন্ডাক্টর মার্কেট 🔳 আজকের জাপানি মার্কেট নিককেই গড় ৩,৩২০ যেন বেড়ে ৬২,৮৩৩ যেন, টপিক্স ১১১ পয়েন্ট বেড়েছে, গ্রোথ ২৫০ও বেড়েছে—জাপানি শেয়ারগুলি প্রায় সম্পূর্ণভাবে উচ্চতর পরিস্থিতিতে। 🔳 বৃদ্ধির পটভূমি মার্কিন শেয়ারগুলি ইরান যুদ্ধের শেষের আশা এবং প্রধান কর্পোরেশনগুলির ভালো ফলাফলের ভিত্তিতে বেড়েছে, S&P 500 এবং নাসড্যাক উভয়ই ইতিহাসের সর্বোচ্চ মানে পৌঁছেছে—এই প্রবণতা জাপানি মার্কেটেও ক্রয়কারীদের বিস্তার ঘটিয়েছে। 🔳 নিককেই গড়ের হঠাৎ বৃদ্ধি জাপানি ছুটির সময় মার্কিন হাই-টেক শেয়ারগুলির উল্লেখযোগ্য বৃদ্ধির ফলে, নিককেই গড় একবারেই ইতিহাসের প্রথমবার ৬৩,০০০ যেন-এর মধ্যে প্রবেশ করে। 🔳 অতি-উত্তপ্ততা এবং SQ-এর প্রভাব নিককেই গড় ২৫-দিনের সরাসরি গড় (MA) -এর ১০%-এরও বেশি উপরে—এটি অতি-উচ্চতা-এর ইঙ্গিত। তবে,অপশন SQ-এর আগের চাহিদা-সরবরাহও এই সূচকেরউচ্চতা-কে সহায়তা করতেপারে। 🔳মুদ্রা-বিনিময়হারএবংসুদহার ডলার-যেন ১৫৬-এরপরিসরেচলছে।মুদ্রা-হস্তক্ষেপ-এরপরওয়ানা-দুর্বলতারমৌলিককারণগুলিঅপরিবর্তিত—অতএব,ভবিষ্যতেএটিরসমতলকি,তা-খতিয়ানহচ্ছে।মার্কিন 10-বছর-এরবন্ডহার4%এরপ্রথমঅংশেসমস্তসময়সমন্বয়পাচ্ছে। 🔳মার্কিনহাই-টেকশেয়ার নাসড্যাকএবংS&P500শক্তিশালী—AMD, SanDisk, Western Digital, Corning, Intel, ARM-এরমতঅনেকসেমিকন্ডাক্টরএবংডেটা-সেন্টার-সম্পর্কিতশেয়ারগুলি-উল্লেখযোগ্যভাবেউঠছে। 🔳কিওকুশিয়া-এরপ্রবণতা কিওকুশিয়াস্টপহাই-অনুপাতভিত্তিকভাবেবিতরণহয়ছে—40,000যেন-এরপরপর50,000যেন-এখনঅধিকভাবেদৃষ্টি-আকর্ষণকরছে। 🔳সেমিকন্ডাক্টর-সম্পর্কিতবিস্তার টোকিওইলেকট্রন, DISCO, RS Technology, Rausch, Alback, Ferrotec, Nippon Electronic Materials, Tokyo Ohka Kogyo, Optlan, Daifuku—সমস্তসম্প্রসারণ-সম্পর্কিতশেয়ারগুলিতেক্রয়কারণবিস্তারপাচ্ছে। 🔳পিছনেপড়াহওয়াউমি ডাইনিহাৎসুপ্রিনটিং—সমস্তসমস্যা-পদক,গ্লাসসাবস্ট্রেট-সম্পর্কিতউপকরণগুলি-আছে—তবেPERখালি—এটি-আজকলপিছনপড়াহওয়াহওয়াশেয়ারহিসাবেদখা-যাচ্ছে। ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon ListItemIcon (Translation continues below) [Note: The original text contains repeated and malformed "ListItemIcon" entries that appear to be formatting artifacts. 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These have been omitted in the translation as they carry no meaningful content.] [Translation continues below] (Continuing from where we left off) 索尼集团（SoftBank Group） ARM股票的大幅上涨提升了软银集团所持资产的价值，同时，对OpenAI相关前景的期待也为其提供了助力。 电线与数据中心相关 古河电工、住友电工、富士通等表现强劲，因数据中心用铜箔及铜价居高不下，三井金属与JX金属也大幅上涨。 个股材料股 大金工业：除数据中心冷却与空调相关外，还因活跃投资者动向而受关注；村田制作所：因评级上调及多层陶瓷电容器需求上升而创下高价。 伊势电子（EPCOS）及相关股票 伊势电子因报道称苹果正在考虑将制造委托给英特尔或三星而涨停，梅克（Mek)、北川精机等封装基板相关股票也出现连锁上涨。 物理AI相关 发那科、安川电机、三菱电机等机器人与工厂自动化相关股票，作为“物理AI”主题，持续表现强劲。 国防股与金融股 三菱重工、川崎重工等国防股略显疲软，IHI虽有触底迹象，但仍需等待财报确认；大型银行与东京海上则因加息预期与估值偏低，被视作逢低买入对象。 市场展望 若美国强劲财报与伊朗局势缓和能推动市场转向业绩驱动型，则日本股市的上涨趋势可能持续，市场已进入“无上限”的走势阶段。