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ペルシャ湾岸諸国と中国の経済見通しがアジア株式市場を押し上げる

-- アジア株式市場は木曜日、北京からの主要経済指標や中東和平の見通しをトレーダーが注視する中、まちまちの上昇で推移した。 香港、上海、ソウル、台湾、東京の各市場は上昇して取引を終えたが、その他の地域市場は小幅下落した。 日本では、日経平均株価は高値で寄り付き、終値は2.4%高となった。トレーダーは、イランとワシントンの和平協議再開の可能性に関する報道を注視した。 日経平均株価は1,384.10円高の59,518.34円で取引を終えた。値上がり銘柄数は158銘柄、値下がり銘柄数は64銘柄だった。 上昇を牽引したのは電子機器メーカーのTDKで、13.1%高となった。一方、重機メーカーのコマツは5.4%安となった。 香港市場では、ハンセン指数は上昇して寄り付き、その後も上昇基調を維持し、北京が発表した概ね良好な経済指標を受けて1.7%高で取引を終えた。ハイテク株が上昇を牽引した。 ハンセン指数は446.94ポイント高の26,394.26で引けた。値上がり銘柄数は61、値下がり銘柄数は26だった。ハンセン・テック指数は3.7%上昇、中国本土不動産指数は1.2%上昇した。 上昇を牽引したのは寧徳時代新能源科技(CATL)で9%高となった一方、麺メーカーの廷益(Tingyi)は3.5%下落した。 中国本土では、上海総合指数は0.7%高の4,055.55で引けた。 経済ニュースでは、中国国家統計局(NBS)によると、中国本土の第1四半期の国内総生産(GDP)は前年同期比5%増となり、北京の目標を達成した。 さらに、中国の3月の鉱工業生産は前年同月比5.7%増となった一方、小売売上高は同時期に1.7%増と伸びが鈍化した。 国家統計局(NBS)の発表によると、2026年3月の中国70都市における新築住宅価格は前年同月比3.4%下落し、前月の3.2%下落から下落幅が拡大した。 その他の地域市場では、韓国のKOSPI指数は2.2%上昇、台湾のTWSE指数は1.1%上昇、オーストラリアのASX 200指数は0.3%下落、シンガポールのストレーツ・タイムズ指数は0.3%下落、タイのSET指数は1.1%下落した。ムンバイの終盤取引では、Sensex指数は0.2%下落した。 MSCIオールカントリー・アジア太平洋指数は同日1.2%上昇した。

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