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ペルシャ湾の見通しがアジア株式市場を揺るがす

-- アジア株式市場は水曜日、不安定な展開となった。トレーダーらは、ドナルド・トランプ米大統領によるペルシャ湾停戦の一方的な延長に加え、アジア太平洋地域への原油とLNGの主要輸送路であるホルムズ海峡の閉鎖継続を懸念していた。 上海と東京は上昇して取引を終えた一方、香港は下落した。他の地域市場もまちまちの動きとなった。 日本では、日経平均株価は安値で寄り付いたものの、終値は0.4%高となり、ハイテク株の上昇を受けて史上最高値を更新した。 日経平均株価は236.69円高の59,585.86円で引けた。値下がり銘柄数は181銘柄に対し、値上がり銘柄数は41銘柄と、値上がり銘柄数が上回った。これは、AI関連銘柄が上昇を牽引したためである。 上昇を牽引したのは、テクノロジー投資会社のソフトバンクで8.5%高となった一方、飲料メーカーのサッポロは5.2%安となった。 経済ニュースでは、日本の財務省が発表したところによると、3月31日に終了した会計年度の貿易赤字は107億ドルで、5年連続の赤字となった。 香港では、ハンセン指数は安値で寄り付き、取引中も下落し、ハイテク株の軟調を受けて1.2%安で取引を終えた。 ハンセン指数は324.24ポイント安の26,163.24ポイントで引け、値下がり銘柄数は70銘柄、値上がり銘柄数は20銘柄だった。ハンセン・テック指数は1.9%安、中国本土不動産指数は0.2%安となった。 上昇を牽引したのは、コンピューターメーカーのレノボで5.7%高となった一方、寧徳時代新能源科技(CATL)は5%安となった。 中国本土では、上海総合指数が0.5%上昇し、4,106.26となった。 その他の地域市場では、韓国のKOSPI指数が0.5%上昇、台湾のTWSE指数が0.7%上昇、オーストラリアのASX 200指数が1.2%下落、シンガポールのストレーツ・タイムズ指数が0.2%下落、タイのSET指数が0.2%下落した。ムンバイの終盤取引では、センセックス指数が1%下落した。 MSCIオールカントリー・アジア太平洋指数は、この日0.6%下落した。

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