8連漲!日股收漲0.25% 礦業股大漲 航運三巨頭跳水
格隆匯3月24日丨日經225收漲0.25%,報28110.39點。俄羅斯里海輸油管道因風暴而遭到損壞,原油供應進一步受影響,國際油價上升;普京稱向歐洲供應天然氣將用盧布結算,歐洲天然氣漲8.7%,歐洲煤炭需求增加,紐卡斯爾煤炭期貨漲超8%,相應的高電價提高金屬冶煉加工成本,倫鋁期貨漲5.55%,倫鎳漲14.97%,倫鋅漲7.61%,倫銅漲1.17%;對俄羅斯的潛在新制裁增強黃金作為避險資產的吸引力,黃金價格小幅上漲,日本短期國債收益率下跌。日本央行委員片岡剛士表示,CPI可能會暫時升至1.5%以上,日本長期國債收益率上升。礦業股漲1.36%,住友金屬礦石漲3.35%,同和控股漲2.4%,日鐵礦業漲1.99%,東邦亞鉛漲2.48%;宣佈斥資1000億日元回購的豐田汽車推動非必需消費股漲1.06%,豐田汽車漲2.95%,索尼漲1.09%,任天堂漲1.27%;日本航運三巨頭在其合資公司Ocean Network Express宣佈200億美元增加運輸能力的投資後跳水,導致交通運輸股跌0.8%。日本郵船跌7.28%,商船三井跌7.75%,川崎汽船跌9.61%。
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