Publier
Alpha TraderX
JAPAN’S STOCK MARKET CRASH EXPLAINED:
The Nikkei is now down over -14% from its June record, after falling another -4% today.|
Two forces are driving the selloff:
1. $AI fatigue and a valuation reset
The Nikkei had surged 37% in 2026, largely powered by $AI and semiconductor companies.
Chip-related stocks grew to roughly 25% of the entire index, meaning Japan became heavily dependent on a small group of winners.
Now, investors are questioning whether record $AI spending can generate enough profit to justify those valuations.
That reversal is hitting the former market leaders hardest:
$SOFTBANK : −7%
Advantest: −6%
$KIOXIA : −9.5%
Tokyo Electron: −5%
2. China is becoming more self-sufficient in chips
China has reportedly started producing its own DUV chipmaking machines.
That matters because companies such as $ASML and Japanese chip-equipment makers rely heavily on selling these machines to China.
$ASML fell 8.5% as investors priced in the risk that China may need fewer foreign suppliers over time.
Avertissement : les contenus d'OKX Orbit sont uniquement publiés à titre informatif. En savoir plus
Réponses
Aucun commentaire pour le moment. Soyez le premier à répondre !
Cryptos tendance
BTC/USDTBitcoin
$75 875+0,00 %
ETH/USDTEthereum
$2 228,44-0,01 %
OKB/USDTOKB
$102,43-0,01 %
Tendances du marché
1#Un responsable de la Réserve fédérale déclare que l'inflation reste le plus grand risque
2#La vente massive d'actions AI sur le marché américain fait disparaître 2,3 billions de dollars de la valeur du Nasdaq en une seule journée
3#Les créations d'emplois non agricoles aux États-Unis en octobre s'élèvent à 165 000, dépassant les attentes, les sorties hebdomadaires des ETF BTC atteignent 1,28 milliard de dollars