日经指数收盘大涨3% 芯片和重工股领涨

Core Viewpoint - The Nikkei index surged by 3.0% to 51,832.80 points on the first trading day of 2026, led by chip and heavy industry stocks, as investors overlooked potential impacts of U.S. military actions in Venezuela [1][2] Group 1: Market Performance - The Nikkei index reached a historical high, with the Tokyo Stock Price Index also achieving record levels [1][2] - Kazuaki Shimada, chief strategist at IwaiCosmo Securities, noted a shift in market preference towards risk, suggesting that uncertainties regarding U.S. actions in Venezuela have diminished [1][2] - The performance on Monday mirrored trends from the previous year, with chip-related stocks expected to continue leading the market this year [1][2] Group 2: Monetary Policy - Bank of Japan Governor Kazuo Ueda emphasized his intention to continue raising the benchmark interest rate during a speech at the New Year meeting for private bankers [1][2] - Ueda stated that interest rates would be increased in line with improvements in the economy and inflation, indicating a commitment to adjusting monetary easing policies to achieve stable inflation and long-term economic growth [1][2] - Following a recent rate hike, the yield on Japan's benchmark 10-year government bonds reached its highest level since 1999, driven by market expectations for further rate increases [1][2]