日经平均股指又创新高，半导体股行情再度升温

Group 1 - The US manufacturing index for January reached 52.6, marking a new high since August 2022, which has contributed to the rise in the Japanese stock market, particularly in semiconductor stocks [2][4] - On February 3, the Nikkei average index rebounded by 2065 points (3.92%) to close at 54720 points, reaching a historical high since January 14, driven by the rise in US stocks and the depreciation of the yen [2][4] - The rebound in gold prices in the commodity futures market has also enhanced investor risk appetite, following a period of panic selling [2][4] Group 2 - The financial reporting season for Japanese listed companies is peaking, with short-term trading around earnings announcements becoming increasingly active [5] - Companies like TDK and Kyocera saw their stock prices rise by approximately 10% after raising their consolidated net profit forecasts for the fiscal year ending March 2026, exceeding market expectations [5] - About 70% of companies that reported earnings as of January 30 achieved year-on-year profit growth, the highest level in four years, leading to upward revisions in market expectations for the next fiscal year [5]