The Nikkei 225 closed at 65,324.29, up 1.39%, as chip equipment names and heavy industry led a relief rally after Thursday’s steep sell-off. The TSE short-selling ratio fell to 32.9%, the bottom of its recent range — consistent with short-covering contributing to the move.
The Nikkei 225 fell 3,318 points to 64,425.95 on Thursday — its steepest drop since March — as a hot U.S. CPI print and credit stress in AI infrastructure hammered semiconductor names. The TSE short-selling ratio held at 39.4%, while pharma, real estate and retail caught the defensive rotation.
The Nikkei 225 gave back an early advance of more than 600 points to close marginally lower at 67,744.29 on Wednesday, its fifth straight decline, as ASML’s quarterly disclosures triggered afternoon selling in high-multiple tech. The yen stayed weak near 158.4, banks extended a brutal week, and the TSE short-selling ratio eased to 39.0%.
Japan’s expanded NISA allows ¥3.6 million a year (¥18 million lifetime) of investing exempt from Japanese tax on eligible gains — yet in JPX weekly data individuals net sold ¥0.05 trillion while foreigners net bought ¥0.73 trillion (week of Sep 7–11, 2026). Here is what NISA money actually buys, why much of it leaves Japan entirely, and how to read the retail line in the weekly investor-type tables.
The Nikkei 225 fell 1,253 points to 67,777.52, its fourth straight loss, as Tokyo Electron and SoftBank Group tumbled — yet 11 of 17 sectors advanced and TOPIX edged up 0.14% (its 1306 ETF proxy closed unchanged). Short-selling stood at 38.3% of turnover, near the low end of its recent range.
Tokyo ward-area CPI is released at 8:30 a.m. JST in the final week of each month — covering that same month — roughly three to four weeks before Japan’s nationwide CPI. Here is why the gap exists, how closely Tokyo tracks the national print, and how BoJ-watchers and JGB markets read the number first.
The Nikkei 225 recovered from an early 892-yen drop to finish nearly unchanged at 69,030.92 on options SQ day, as chip-equipment names reversed higher while SoftBank Group and Fast Retailing weighed. Short selling ran at 40.3% of TSE turnover ahead of a three-day weekend.
The Nikkei 225 fell 1.42% to 69,042.11 on Thursday, a second straight decline, as SoftBank Group, MUFG and chip-equipment names bore the brunt of profit-taking. TSE short selling rose to 41.6% of turnover — the defensive end of the recent range — ahead of Friday’s options SQ.
Tokyo gave back ground after its run above 70,000: the Nikkei 225 closed at 70,035.71 (-0.92%) on semiconductor profit-taking, the yen held near 158, and the TSE short-selling ratio stood at 40.6% — the defensive end of its recent range.
Japan’s chip-equipment cycle runs on five public gauges: SEAJ monthly billings read as a three-month average year on year, global semiconductor sales, customer capex guidance, order backlogs, and inventory days. Here is the reading order, the confirmation rules that separate a real turn from noise, and how to cross-check with JPX short-sale and Japan Securities Finance margin data.