Nikkei Poised for Gap-Up Open as Ruling Coalition Landslide and U.S. Rally Boost Sentiment
Published: February 9, 2026
Political Stability and U.S. Market Surge Support Japanese Stocks
Japan’s stock market is expected to open higher on February 9, supported by a decisive ruling coalition victory and a sharp rally in U.S. equities. The Nikkei 225 is likely to gap up, tracking strong gains in Chicago-listed Nikkei futures.
On February 6, U.S. markets posted strong gains, with the Dow Jones Industrial Average rising 1,206 points and the Nasdaq Composite climbing 490 points. The Dow closed above the 50,000 level for the first time.
Semiconductors and Large Caps in Focus
Renewed buying in semiconductor stocks, led by gains in NVIDIA, is expected to support AI- and chip-related shares in Tokyo. The rebound in Bitcoin and improved U.S. consumer sentiment also boosted risk appetite.
Election Outcome and Market Outlook
The ruling coalition secured a historic landslide victory, reinforcing expectations of policy continuity. While some of the outcome had been priced in, overseas investors may increase index-driven allocations to Japanese equities following the confirmation of political stability.
