日经225指数周五飙升1.43%，收于40151点，而更广泛的东证指数上涨1.28%，收于2841点，两个基准指数均创下数月新高。在白宫淡化即将到来的关税最后期限的紧迫性，缓解了对长期贸易战的担忧后，华尔街强劲领先，全球情绪有所改善。发言人卡罗琳·莱维特表示，截止日期是灵活的，可以延长。投资者还消化了新的数据，显示东京的核心通胀率在6月份有所放缓，但仍远高于日本央行2%的目标，这增强了人们对进一步加息的预期。主要指数权重股领涨，包括迪斯科（+7.5%）、东京电子（+4.3%）、三菱重工（+2.7%）、川崎重工（+6.2%）和软银集团（+2.5%）。本周，日经指数上涨4.55%，东证指数上涨2.5%。

The Nikkei 225 surged 1.43% to close at 40,151 on Friday, while the broader Topix Index rose 1.28% to 2,841, with both benchmarks hitting multi-month highs. The rally followed a strong lead from Wall Street and improved global sentiment after the White House downplayed the urgency of upcoming tariff deadlines, easing fears of a prolonged trade war. Spokesperson Karoline Leavitt indicated the deadlines were flexible and could be extended. Investors also digested fresh data showing Tokyo’s core inflation slowed in June but remained well above the Bank of Japan’s 2% target, reinforcing expectations for additional rate hikes. Gains were led by major index heavyweights including Disco (+7.5%), Tokyo Electron (+4.3%), Mitsubishi Heavy Industries (+2.7%), Kawasaki Heavy Industries (+6.2%), and SoftBank Group (+2.5%). For the week, the Nikkei gained 4.55%, while the Topix added 2.5%.