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地政学的な要因と北京の規制変更がアジア株式市場を押し上げる

-- アジア株式市場は月曜日、ペルシャ湾を巡るテヘランとワシントンの協議の行方と、金曜夜に北京で発表された証券業界規制の改定をトレーダーが注視する中、上昇した。 香港、上海、東京は上昇して取引を終え、他の多くの地域市場も同様だった。 日本では、日経平均株価は高値で寄り付き、0.6%高で引けた。トレーダーは今週パキスタンで行われる米イラン協議の見通しを注視していた。 日経平均株価は348.99円高の58,824.89円で取引を終えた。値上がり銘柄数は123銘柄、値下がり銘柄数は98銘柄だった。 上昇を牽引したのはルネサスエレクトロニクスで6.4%高、一方、住友製薬は5.9%安だった。 香港市場では、ハンセン指数は横ばいで取引を開始し、その後上昇して0.8%高で引けた。これは、中国の証券業界規制変更に対する投資家の好感によるものだった。 広義のハンセン指数は200.74ポイント高の26,361.07で取引を終えた。値上がり銘柄数は61、値下がり銘柄数は28だった。ハンセン・テック指数は0.5%高、中国本土不動産指数は0.3%高となった。 上昇を牽引したのは信義ソーラーで6.2%高、一方ペトロチャイナは3.3%安となった。 中国本土では、上海総合指数は0.8%高の4,082.13で取引を終えた。 業界ニュースでは、中国証券監督管理委員会(CSRC)などが金曜遅くに、市場監督の強化と長期投資の誘致を目的とした規制変更を発表した。 概して、新たな規制は、中国の上場企業、特に議決権の強い「A株」への「戦略的投資家」、すなわち機関投資家による投資を容易にする一方で、株式の違法売却や会計サービスにおける「監査人ショッピング」行為に対する規制を強化する。 その他の地域証券取引所では、韓国のKOSPI指数は0.4%上昇、台湾のTWSE指数は0.4%上昇、オーストラリアのASX 200指数は0.1%上昇、シンガポールのストレーツ・タイムズ指数は0.1%上昇、タイのSET指数は横ばいだった。ムンバイの終盤取引では、Sensex指数は0.1%下落した。 MSCIオールカントリー・アジア太平洋指数は同日0.3%上昇した。

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