Japan's Nikkei jumps on weaker yen, renewed AI optimism

Reuters12-22 15:11
Japan's Nikkei jumps on weaker yen, renewed AI optimism

Updates with closing prices.

By Rocky Swift

TOKYO, Dec 22 (Reuters) - Japan's Nikkei share average jumped for a second day on Monday, buoyed by a weaker yen and renewed enthusiasm over artificial intelligence $(AI)$ investments.

The Nikkei 225 Index .N225 rose 1.8% to close at 50,402.39, after a 1% gain on Friday. The broader Topix .TOPX rose 0.6%.

U.S. stocks closed higher on Friday, helped in part by strong forecasts from chipmaker Micron Technology MU.O that re-ignited optimism around AI-related shares.

SoftBank Group 9984.T, a major Japanese investor in AI, jumped 4.1%. Reuters reported on Saturday that the company was racing to close a $22.5 billion funding commitment to OpenAI by year-end.

"Last week saw gains in U.S. shares driven by positive news related to semiconductors and AI," said Maki Sawada, an equities strategist at Nomura Securities. "That momentum is also visible in today's Japanese stock market."

The Bank of Japan on Friday raised its key interest rate to a three-decade high. Japanese bond yields surged, though the yen weakened sharply, as BOJ Governor Kazuo Ueda was not as hawkish about policy tightening as markets had anticipated.

"Normally, rising interest rates should weigh on the stock market," Sawada said. "However, the rise in Japanese shares appears to be driven by expectations that economic policy measures, specifically proactive fiscal policy, will lead to an improving economy."

There were 133 advancers on the Nikkei index against 89 decliners. The largest gainers in the index were chemical maker Resonac Holdings 4004.T, up 8.3%, followed by silicon wafer producer Sumco 3436.T, which jumped 8%.

The largest losers percentage terms in the index were Shift 3697.T, a software testing services company, which slid 4.6%, and furniture retailer Nitori Holdings 9843.T, which lost 4.3%.

(Reporting by Rocky Swift in Tokyo; Editing by Subhranshu Sahu and Ronojoy Mazumdar)

((rocky.swift@thomsonreuters.com;))

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