
Market Performance - The Nikkei 225 index rose by 2%, while the Tokyo Stock Exchange index increased by 1.5%, reaching a historical high of 3032.88 points [1] - SoftBank Group saw its stock price surge nearly 13% during the day, closing at 14,190 yen, while Sony's stock rose over 6%, accumulating more than 10% gains over the last two trading days [1] ETF Performance - Various ETFs tracking the Nikkei and Tokyo Stock Exchange indices experienced gains, with the following performances: - Huaxia Fund Nikkei ETF: +1.81% - Nikkei 225 ETF by E Fund: +1.75% - Huazhong Fund Nikkei 225 ETF: +1.74% - ICBC Credit Suisse Fund Nikkei ETF: +1.55% - Southern Fund Tokyo Stock Exchange Index ETF: +1.22% [1] - The total net inflow for five Japanese stock ETFs this year reached 938 million yuan, with a total scale of 5.831 billion yuan, reflecting a 32% increase from the beginning of the year [7] Company Financials - Sony reported a revenue of 2.6216 trillion yen for Q1 of FY2025, a 2% year-on-year increase, with operating profit rising by 36% to 340 billion yen and net profit increasing by 23% to 259 billion yen [5] - SoftBank's Q1 FY2025 net profit was 421.8 billion yen, significantly exceeding market expectations of 158.23 billion yen, and marking the second consecutive quarter of profitability [5] - SoftBank has increased its holdings in NVIDIA from $1 billion to approximately $3 billion and has also invested in TSMC and Oracle [5] Strategic Moves - SoftBank's Vision Fund has liquidated nearly $2 billion in public and private assets in the first half of 2025, focusing on AI investments, particularly around Arm, a key player in its strategy [6] - Following a trade agreement between the U.S. and Japan, Japan's "equivalent tariff" rate will increase from 10% to 15% starting in August [6]