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日本株は見通しの改善と輸出の伸びを受けて上昇

-- 水曜日の日本株式市場は上昇して取引を終えた。日経平均株価は、JPモルガンがAI株の上昇と円安を理由に、年末の目標値を6万1000円から7万円に引き上げたことを受けて上昇した。 水曜日の日経平均株価は前日比0.4%(236.69ポイント)高の5万9585.86円で引けた。 JPモルガンのアナリストは、原油価格が高止まりしているにもかかわらず、日経平均株価の過熱懸念が、日本株の長期的な成長見通しの改善を上回ると指摘した。 日経平均株価は水曜日、中東情勢の緊迫化に関連した世界的な売り浴びせから回復し、6万円台に迫る過去最高値を更新した。 経済ニュースでは、日本の3月の貿易黒字は6,670億円に拡大した。輸出が輸入を上回るペースで伸び、イラン情勢を背景に中東貿易が急減したものの、中国と米国への輸出がそれを相殺したことが、財務省のデータで明らかになった。 日本銀行は、金融システムは安定しているものの、地政学的緊張、原油価格の上昇、不動産、海外ファンド、レバレッジ市場の動向へのエクスポージャーといったリスクの高まりを指摘した。 企業ニュースでは、三菱UFJフィナンシャル・グループ(東証:8306)が、スピードとコストで競争力を高めるため、計画中のデジタル銀行で預金金利を引き上げる可能性を検討しているとの報道を受け、株価が1%以上下落した。 東京電力(東証:9501)は、原子力発電所事故賠償金の支払いを支援するための47億円の補助金が新たに交付されたことを受け、株価が約4%上昇した。 アドバンテスト株式会社(東証:6857)は、アプライドマテリアルズのEPICプラットフォームに参加し、半導体開発を推進するためのシリコンバレー研究センターを開設したことを受け、株価が約3%上昇した。

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