Japan and South Korea stocks rise as AI optimism offsets Iran worries — Eter News

Enriched Analysis 深度解析

Japan and South Korea stocks rise as AI optimism offsets Iran worries人工智能乐观情绪抵消伊朗担忧，日本和韩国股市上涨

Asian markets were mixed as investors balanced demand for technology and AI-related stocks against uncertainty surrounding the war in Iran. Japan’s Nikkei 225 rose 3.3% and South Korea’s Kospi gained 2.0%, while oil prices climbed above $92 for U.S. crude and $100 for Brent. The yen weakened despite improving sentiment among Japan’s large manufacturers.亚洲市场涨跌不一，投资者在科技和人工智能相关股票的需求与伊朗战争带来的不确定性之间进行权衡。日本日经225指数上涨3.3%，韩国综合指数上涨2.0%；美国原油价格升至每桶92美元以上，布伦特原油突破100美元。尽管日本大型制造商信心改善，日元仍然走弱。

ABC News 1 Oct 2026 2026年10月1日

3.33.3

Nikkei 225 daily change日经225指数日内变动

92.2892.28

U.S. crude price美国原油价格

158.28158.28

Dollar-yen exchange rate美元兑日元汇率

01The Story新闻事实

Asian markets were mixed as investors balanced demand for technology and AI-related stocks against uncertainty surrounding the war in Iran. Japan’s Nikkei 225 rose 3.3% and South Korea’s Kospi gained 2.0%, while oil prices climbed above $92 for U.S. crude and $100 for Brent. The yen weakened despite improving sentiment among Japan’s large manufacturers.亚洲市场涨跌不一，投资者在科技和人工智能相关股票的需求与伊朗战争带来的不确定性之间进行权衡。日本日经225指数上涨3.3%，韩国综合指数上涨2.0%；美国原油价格升至每桶92美元以上，布伦特原油突破100美元。尽管日本大型制造商信心改善，日元仍然走弱。

  • Japan’s Nikkei 225 jumped 3.3% to finish at 68,956.72.日本日经225指数上涨3.3%，收于68,956.72点。
  • South Korea’s Kospi rose 2.0% to 6,971.35, while Australia’s S&P/ASX 200 fell nearly 2.0% to 8,614.40.韩国综合指数上涨2.0%，至6,971.35点；澳大利亚标普/澳交所200指数下跌近2.0%，至8,614.40点。
  • Tokyo-listed Advantest, Tokyo Electron and SoftBank Group finished higher amid expected demand for computer chips and AI-related growth.受计算机芯片和人工智能相关增长预期需求推动，东京上市的Advantest、Tokyo Electron和SoftBank Group股价收高。
  • U.S. crude rose 2.06% to $92.28 a barrel, while Brent crude gained 2.03% to $100.02.美国原油价格上涨2.06%，至每桶92.28美元；布伦特原油上涨2.03%，至每桶100.02美元。
  • The Bank of Japan’s quarterly tankan survey showed large manufacturers’ sentiment improving for the sixth consecutive quarter.日本央行季度短观调查显示，大型制造商信心连续第六个季度改善。

Asian equities showed stronger technology-led momentum even as geopolitical uncertainty continued to lift oil prices and pressure markets.尽管地缘政治不确定性继续推高油价并给市场带来压力，亚洲股市仍呈现出由科技股带动的较强动能。

024 Dimensions维度分析

Comparison对比

Diverging performance across Asia亚洲市场表现分化

Japan and South Korea advanced, while Australia declined, showing that regional markets were responding differently to technology demand and broader geopolitical risks.日本和韩国股市上涨，而澳大利亚股市下跌，显示区域市场对科技需求和更广泛地缘政治风险的反应并不一致。

Nikkei 225 daily change日经225指数日内变动

September 30, 20262026年9月30日3.3 %

September 30, 20262026年9月30日2 %

September 30, 20262026年9月30日-2 %

  • Hong Kong and Shanghai markets were closed for a national holiday.香港和上海市场因国庆假日休市。
Cause因果关系

AI and chip demand support Tokyo stocks人工智能和芯片需求支撑东京股市

Investor interest in technology-related issues helped lift companies expected to benefit from demand for computer chips and AI-related growth.投资者对科技股的兴趣推动了被认为将受益于计算机芯片需求和人工智能相关增长的公司股价上涨。

  • Advantest, Tokyo Electron and SoftBank Group finished higher in Tokyo trading.Advantest、Tokyo Electron和SoftBank Group在东京交易中收高。
Consequence影响推演

Geopolitical risk keeps oil elevated地缘政治风险令油价维持高位

Oil prices rose as investors continued to assess uncertainty over when crude flows could be fully restored amid the war in Iran.由于伊朗战争背景下原油供应何时能够完全恢复仍存在不确定性，油价上涨。

U.S. crude price美国原油价格

92.28 USD per barrel92.28美元/桶

September 30, 20262026年9月30日

Brent crude price布伦特原油价格

100.02 USD per barrel100.02美元/桶

September 30, 20262026年9月30日

  • U.S. crude rose 2.06% and Brent crude increased 2.03%.美国原油上涨2.06%，布伦特原油上涨2.03%。
Contradiction矛盾之处

Japan’s improving sentiment meets a weaker yen日本信心改善与日元走弱并存

The tankan survey offered a positive reading on Japan’s economy, but the yen continued to weaken, with the dollar rising against it.短观调查显示日本经济出现积极信号，但日元继续走弱，美元兑日元汇率上升。

Dollar-yen exchange rate美元兑日元汇率

September 30, 20262026年9月30日158.28 yen per dollar

  • The tankan survey showed large manufacturers’ sentiment improving for the sixth consecutive quarter.短观调查显示，大型制造商信心连续第六个季度改善。

03Timeline时间线

  1. 2026-09-30 Asian trading ended with the Nikkei 225 up 3.3% and the Kospi up 2.0%, while oil prices rose.亚洲交易收盘时，日经225指数上涨3.3%，韩国综合指数上涨2.0%，油价同步上升。
  2. 2026-10-01 The Bank of Japan’s quarterly tankan survey reported a sixth consecutive quarter of improving large-manufacturer sentiment.日本央行季度短观调查显示，大型制造商信心连续第六个季度改善。

Key takeaway核心结论

Technology-led gains in Japan and South Korea contrasted with oil-market stress and currency weakness linked to geopolitical uncertainty.日本和韩国由科技股带动的上涨，与地缘政治不确定性引发的油市压力和货币走弱形成对比。

04What to Watch后续关注

  1. Whether uncertainty over the war in Iran continues to drive sharp movements in crude prices.伊朗战争的不确定性是否继续推动原油价格剧烈波动。
  2. Whether demand for computer chips and AI-related growth continues to support Japanese and South Korean equities.计算机芯片和人工智能相关增长需求是否继续支撑日本和韩国股市。
  3. Whether the yen’s weakening trend persists despite improving sentiment among Japan’s large manufacturers.尽管日本大型制造商信心改善，日元走弱趋势是否持续。

05Uncertainties不确定因素

  • Iranian officials said they had received an official U.S. response to Tehran’s proposal, but did not disclose its contents or whether it was a rejection.伊朗官员表示已收到美国对德黑兰提议的正式回应，但未透露回应内容或是否遭到拒绝。
  • The source does not establish how long the technology-led gains in Japan and South Korea will last.消息来源未说明日本和韩国由科技股带动的涨势将持续多久。

06Sources信息来源

  1. Global shares are trading mixed as market optimism about AI gets tempered by Iran worries - ABC NewsGlobal shares are trading mixed as market optimism about AI gets tempered by Iran worries - ABC News ABC News · 2026-10-01

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