21世纪经济报道·2026-01-13 01:10Group 1 - The Nikkei 225 index surged over 3%, reaching a historical high, driven by gains in automotive, financial, and machinery stocks, with Toyota up 5.0%, Nomura Holdings up 5.2%, and Kawasaki Heavy Industries up 6.0% [1] - AI and semiconductor stocks in Japan also saw significant increases, with Advantest rising over 9%, Tokyo Electron up 7.8%, and SoftBank Group increasing by 5.9% [1] Group 2 - The Japanese yen appreciated against the US dollar, reaching 157.90, while the 20-year Japanese government bond yield rose by 8 basis points to 3.135%, marking a record high [3] - The 10-year Japanese government bond yield surged to 2.13%, the highest level since February 1999, attributed to Japan's fiscal expansion and tightening monetary policy [3] - Prime Minister Fumio Kishida's proposed budget for fiscal year 2026 amounts to 122.3 trillion yen, with significant allocations for debt repayment and new bond issuance [3] Group 3 - There are discussions regarding the potential dissolution of the House of Representatives by Prime Minister Kishida, which could delay the approval of the 2026 budget [4] - The South Korean stock market opened higher, with significant gains in major stocks such as Hyundai Motor, which rose by 3.81% [4] Group 4 - The US stock market experienced a V-shaped rebound, with Google's market capitalization surpassing 4 trillion, and notable increases in Chinese assets, including a 21% rise in Kingsoft Cloud and over 10% in Alibaba [5] - Storage chip prices are expected to rise by 50%, prompting smartphone manufacturers to urgently reduce production of budget models [5]