日经225指数周一上涨0.84%，收于40487点，6月份涨幅6.64%，为2024年2月以来的最强劲月度表现。该基准指数也创下11个月新高，追随华尔街引领的全球股市反弹。在关税风险缓解和对美联储进一步降息的预期增加的情况下，美国主要股指达到创纪录水平。尽管乐观情绪高涨，但日本和美国之间的贸易紧张局势仍未得到解决。美国对日本汽车进口征收25%的关税仍然是正在进行的谈判中的一个主要症结，目前还没有明确的进展报告。在国内，日本5月份的工业生产数据低于预期，但投资者情绪保持弹性。科技股领涨，迪斯科（+1.4%）、Advantest（+0.5%）、东京电子（+0.3%）、软银集团（+3.8%）和Metaplanet（+10.5%）表现强劲。

The Nikkei 225 Index rose 0.84% to close at 40,487 on Monday, capping a 6.64% gain for June—its strongest monthly performance since February 2024. The benchmark also hit an 11-month high, tracking a global equity rally led by Wall Street, where major US indexes reached record levels amid easing tariff risks and increased expectations of deeper Federal Reserve rate cuts. Despite the bullish sentiment, trade tensions between Japan and the US remain unresolved. The 25% US tariff on Japanese car imports continues to be a major sticking point in ongoing negotiations, with no clear progress reported. Domestically, Japan’s industrial production data for May fell short of expectations, but investor sentiment stayed resilient. Technology stocks led the advance, with strong performances from Disco (+1.4%), Advantest (+0.5%), Tokyo Electron (+0.3%), SoftBank Group (+3.8%), and Metaplanet (+10.5%).