日本東證指數逼近33年高點之際
日本股市連續第二天上漲,推動東證指數逼近1990年8月以來的最高收盤點位,對此,高盛的策略師表示,堅實的基本面和對結構性變化的預期“證明瞭對日本股市的看漲立場是合理的”。
高盛策略師Kazunori Tatebe和Bruce Kirk在一份報告中寫道,考慮到經濟復甦、資本支出計劃強勁以及日本央行正在實施的貨幣寬鬆政策等積極因素,日本經濟前景強勁。此外,公司公佈了穩健的收益,估值低廉,長期投資者在市場中處於有利地位。
截至發稿,日本基準東證指數攀升0.81%,至2113.36點,距離2021年9月達到的上一個峯值只有不到1%的距離。東證指數目前的交易水平也接近日本泡沫經濟破裂以來的最高水平。
高盛策略師寫道:“我們注意到,與海外股市相比,日本的基本面較爲穩固,我們還認爲,對結構性改革的預期可能會進一步推高日本股市。”
另外,“股神”巴菲特對日本股市的再次支持,讓人們看到了外資買盤正在迴歸的希望。今年4月,海外交易員淨買入價值220億美元的日本股票和期貨,資金流入達到創紀錄水平。
與此同時,在東京證券交易所呼籲股價低於賬面價值的公司制定資本改善計劃之後,一波回購熱潮支撐了市場人氣。三菱公司(Mitsubishi Corp.)5月9日表示,計劃回購價值至多22億美元的股票。上個月,信息技術公司日立(Hitachi Ltd.)和富士通(Fujitsu Ltd.)宣佈了大規模回購。
今年,追蹤從鋼鐵製造商到航空公司等公司的分項指標也有所走高,因投資者買入估值較低且可能改善治理的股票。就連啤酒股也因價格上漲、稅收優惠和旅遊業反彈的前景而再次受到關注。
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