Market Overview - The Nikkei average index significantly rose on February 3, reaching a new historical high since January 14, with an increase of 2065 points (4%) to close at 54720 points, marking the largest gain since the victory of Prime Minister Kishi in the Liberal Democratic Party presidential election in October 2025 [2][4] - The market is experiencing strong expectations for stock price increases, but there remains caution regarding risks, as indicated by the Nikkei average volatility index (VI) reaching 36, the highest level in about two months [5] Investor Sentiment - Investor psychology has improved, driven by the upcoming House of Representatives election on February 8, with a strong historical trend of buying before elections, as 21 out of the last 25 instances since 1952 saw the Nikkei average rise before voting [5] - The expectation that the ruling Liberal Democratic Party will secure a majority in the upcoming election has been particularly highlighted, contributing to a 2% increase in the index as of February 3 [5] External Influences - The rise in overseas stock markets, including a 1% increase in the Dow Jones Industrial Average, has also contributed to the positive sentiment in the Japanese market [5] - Strong performance in the U.S. manufacturing sector, as indicated by the ISM manufacturing index, has reinforced perceptions of a robust U.S. economy [5] Corporate Performance - Approximately 70% of Japanese listed companies reported increased final profits as of January 30, with the proportion of profit-increasing companies reaching the highest level in four years, driven by investments in generative AI [7] - Notable companies like Kyocera and TDK saw their stock prices rise by 12% after raising their earnings forecasts for the fiscal year ending in March 2026 [7] Market Dynamics - There is a notable reduction in short positions by investors who previously bet on stock price corrections, while those who missed the rally are beginning to buy in [7] - However, the price-to-earnings ratio (PER) based on the Nikkei average is approximately 20 times, the highest level in about 13 years excluding the COVID-19 pandemic, indicating potential overvaluation and susceptibility to profit-taking [7] - There is a clear trend of net selling among investors, with many choosing to reduce their holdings during the stock price surge [7]

辩护团主任律师古川雅朗发表评论称："经与被告协商后，为争取纠正一审不当判决的机会，我们已提 交上诉状"。 1月21日，以陪审员制度进行审理的一审作出判决，按照检方建议，判处山上徹也无期徒刑。上诉截止 日期为2月4日。 1月21日，以陪审员制度进行审理的一审作出判决，按照检方建议，判处山上徹也无期徒刑。上诉截止 日期为2月4日。2月4日，山上徹也已经向大阪高等法院提起上诉…… 2月4日，日本前首相安倍晋三遇刺案中被控杀人等罪名的被告山上徹也（45岁）因不服奈良地方法院作 出的一审无期徒刑判决，已经向大阪高等法院提起上诉，其辩护律师团就此发布了相关消息。 一审判决表示，被告于2022年7月8日上午11点半前后，在奈良市近铁大和西大寺站前的路上持有自制枪 支。两次向街头演讲的安倍发射数发子弹，致其死亡。 版权声明：日本经济新闻社版权所有，未经授权不得转载或部分复制，违者必究。 日经中文网 https://cn.nikkei.com 视频号推荐内容： 山上徹也的母亲于1991年加入世界和平统一家庭联盟（原统一教会），巨额捐款使家庭陷入贫困。在公 审中，山上徹也解释了自己的动机，称对教会怀恨在心，瞄准了认为与教会关系密 ...

字节跳动给人的印象是面向消费者的社交媒体企业，但实际上，字节跳动以"AI for Science"为旗号，致 力于面向生物、材料化学的基础模型开发等，基础研究的范围很广。网点分布在美国加州圣何塞、华盛 顿州西雅图，以及中国北京，横跨中美两国。凭借这些优势，字节的招聘负责人在会场灵活运用英语和 中文招揽应聘者。 NeurIPS是与"ICML"、"ICLR"并列的AI领域三大权威国际学会之一。本次参与者有约2.5万人，比10年 前的2015年增长了6.5倍。2025年共收到2万1575篇论文投稿，比上年增加38%，最终有5290篇被采纳。 字节跳动不仅是学会的最高级别赞助商之一，还设置了招聘展位。如今，国际学会也成为挖掘优秀AI 人才的重要场所。 | | 2023年 | 赞助NeurlPS的主要中国企业 2024年 | 2025年 | | --- | --- | --- | --- | | 等级 | (举办地:美国新奥尔良) | (加拿大温哥华) | (美国圣地亚哥) | | 钻石 | | 字节跳动 | 蚂蚁集团 字节跳动 | | 甜金 | 蚂蚁集团 | 阿里云 蚂蚁集团 | | | 黄金 | 阿里云 | 明泫投 ...

Group 1 - The US manufacturing index for January reached 52.6, marking a new high since August 2022, which has contributed to the rise in the Japanese stock market, particularly in semiconductor stocks [2][4] - On February 3, the Nikkei average index rebounded by 2065 points (3.92%) to close at 54720 points, reaching a historical high since January 14, driven by the rise in US stocks and the depreciation of the yen [2][4] - The rebound in gold prices in the commodity futures market has also enhanced investor risk appetite, following a period of panic selling [2][4] Group 2 - The financial reporting season for Japanese listed companies is peaking, with short-term trading around earnings announcements becoming increasingly active [5] - Companies like TDK and Kyocera saw their stock prices rise by approximately 10% after raising their consolidated net profit forecasts for the fiscal year ending March 2026, exceeding market expectations [5] - About 70% of companies that reported earnings as of January 30 achieved year-on-year profit growth, the highest level in four years, leading to upward revisions in market expectations for the next fiscal year [5]

铃木的印度汽车生产工厂（Reuters） AI投资正在"暴食"存储芯片。面向AI的存储芯片需求急剧扩大，存储芯片价格预计半年内涨至2倍以 上。除了囤积导致汽车生产延迟等混乱令人担忧之外，也有预测认为手机和电脑的价格最高将上涨 8%…… 人工智能（AI）投资正在"暴食"存储芯片。面向AI的存储芯片需求急剧扩大，受此影响，供求趋于紧 张，存储芯片价格预计半年内涨至2倍以上。除了囤积导致汽车生产延迟等混乱令人担忧之外，也有预 测称，智能手机和电脑的价格最高将上涨8%。 美国苹果、韩国三星电子和中国联想集团等智能手机和个人电脑也有可能转嫁到价格上。美国调查公司 IDC的分析显示，最悲观的情况是2026年智能手机和个人电脑的销售价格上涨6～8%。 如果价格上涨，将导致消费者减少购买，有可能导致市场萎缩。警惕价格上涨、专卖店确保库存的动向 也将扩大。 瑞士瑞银集团（UBS）在报告中针对汽车产业指出，"将成为价格上涨的主要原因"。每辆车使用25～ 150美元的存储芯片DRAM，预计芯片价格上涨会导致汽车厂商的成本增加。 "汽车行业可能会出现'恐慌性购买'"，在美国标普全球负责分析汽车产业的Jeremie Bouchaud敲 ...

Core Viewpoint - Japan's agricultural and fishery exports are experiencing significant growth, driven by products like green tea, beef, and yellowtail, although the 2025 export target of 2 trillion yen has not been met [2][4]. Group 1: Export Growth - Agricultural exports increased by 12.1% to 1.1008 trillion yen, with fishery products growing by 17.2% to 423.1 billion yen [4]. - The top ten export markets all saw year-on-year growth, with the United States leading at a 13.7% increase, reaching 276.2 billion yen [4]. - Green tea exports surged by 98.2% to 72.1 billion yen, driven by rising demand in Europe and ASEAN countries [7]. Group 2: Specific Product Performance - Green tea, scallops, and beef are notable growth categories, with green tea increasing by 357 million yen due to heightened interest in Japanese food [8]. - Scallop exports rose by 211 million yen, primarily due to increased processing exports to Vietnam [8]. - Yellowtail exports grew by 27.4% to 52.8 billion yen, benefiting from its popularity as sushi material in various regions [7]. Group 3: Challenges and Future Goals - December saw a 2.2% decline in exports, attributed to changes in demand patterns due to the timing of the Chinese New Year [7]. - Japan's government aims to increase agricultural and fishery exports to 5 trillion yen by 2030, acknowledging the need for better marketing and diversification of export markets [9].

Waymo首次展出的新一代车型"Waymo Ojai" （图片来源：日经XTECH） 日经中文网"开设了"日经BP精选"栏目。日经BP是日本经济新闻社媒体集团的一员，成立于1969年。作 为日本领先的B2B媒体公司，聚焦经营管理、专业技术及生活时尚三大主要领域。敬请读者关注。 以下文章来源于日经BP ，作者日经BP 日经BP . 日经BP成立于1969年4月, 隶属于日本经济新闻社集团。作为日本领先的B2B媒体公司，我们聚焦"经营 管理"、"专业技术"及"生活时尚"三大主要领域，满足客户多元化的需求。 编者荐语： 美国Alphabet旗下的Waymo将为自动驾驶出租车追加新一代车型。新车型"Waymo Ojai"属于纯电动 MPV，在把摄像头数量控制在原来一半以下的同时实现了高度自动驾驶。投放新车型将推动自动驾驶 出租车业务扩大。 Waymo在2026年1月6日在美国内华达州拉斯维加斯开幕的世界最大级技术展会"CES 2026"上首次展出 了Ojai。其基础是中国浙江吉利控股集团旗下的高端纯电动汽车（EV）品牌极氪（Zeekr）的车辆。双 方于2021年展开合作，2025年5月宣布以极氪的新车型为基础，在美国 ...

羽田机场的案件发生在今年1月30日凌晨。受害人虽然遭到4人团伙的袭击，但未造成现金损失。受害人 中的30多岁的男子介绍称，当时正准备将出售黄金所得的现金运往香港进行兑换。受害人中的50多岁男 子和20多岁男子已携带现金前往香港。 据香港警方透露，1月30日上午，在香港也接到两名日本人称现金被抢走的报案。截至2月2日，香港有 关部门以共谋抢劫罪起诉了包括日本人在内的4名嫌疑人。香港司法部门的资料显示，嫌疑人被认为从 一名50多岁的日本男子手中抢走了5100万日元。4名嫌疑人中的20多岁男子与受害人的50多岁男子一同 从日本入境香港，当时携带了1.9亿日元现金。 1月30日，声称准备将1.9亿日元现金运往香港的4名男子在羽田机场停车场遇袭。其中一名30多岁的男 子去年也曾在东京被盗走价值约9500万日元的外币。东京警方正在调查几起案件之间的关联…… 围绕日本近日发生的声称准备将1.9亿日元（约合人民币848.3元）现金运往香港的4名男子在东京羽田机 场停车场遭到袭击的案件，日本经济新闻（中文版：日经中文网）2月2日通过采访调查人员获悉，其中 一名30多岁的男子去年曾在东京都中央区被盗走价值约9500万日元（约合人 ...

Core Viewpoint - Gold prices are experiencing significant volatility, influenced by geopolitical risks and political pressure on the Federal Reserve, but the underlying environment has not changed much [2][7]. Group 1: Price Movements - On January 29, the London spot price of gold reached a peak of $5,594.82 per ounce, followed by a dramatic drop to $4,864.35 on January 30, marking a decline of $530 (9.8%) in a single day, the largest daily drop since 1980 [4]. - The total market value of gold saw a loss of approximately $4.3 trillion in just one day, with the total mined gold amounting to about 220,000 tons by the end of 2025 [4][5]. - Following the price drop, gold prices continued to decline, reaching around $4,400 in Asian trading on February 2, marking a one-month low [4]. Group 2: Investment Trends - Gold has increasingly been viewed as a speculative asset rather than just a safe haven, with rising demand from individual investors and central banks [5][7]. - The World Gold Council reported an 80% increase in investment demand for gold in 2025 compared to the previous year, with ETFs seeing a shift from a net outflow of 2.9 tons to a net inflow of 801.2 tons [7]. - The volatility in gold prices has attracted more hedge funds and investors seeking returns, further pushing gold away from its traditional role as a stable asset [5][7]. Group 3: Market Influences - The nomination of former Fed Governor Walsh as the next Fed Chair, perceived as a hawk favoring tighter monetary policy, triggered a sell-off in gold as investors anticipated negative impacts on prices [7][9]. - Increased leveraged trading has exacerbated the sell-off, contributing to the rapid decline in gold prices [7]. - Despite the recent volatility, long-term trends suggest that the upward trajectory of gold prices remains intact, according to market analysts [8].

Core Viewpoint - The birth rate in Tokyo is showing signs of recovery, with a 0.97% increase in births from January to November 2025 compared to the previous year, potentially marking the first annual increase in a decade if the trend continues [2][4]. Group 1: Birth Rate Trends - The number of births in Tokyo for January to November 2025 is reported at 81,063, reflecting a 0.97% year-on-year increase, contrasting with an average annual decrease of 3.7% over the past five years [4]. - The first half of 2025 (January to June) has already seen a 0.3% growth in births, indicating a significant shift in trend [4]. - If the annual birth figures remain positive, it would be a notable achievement for the Tokyo government, which has been criticized for its declining birth rates [5]. Group 2: Government Policies - Tokyo's government, under Governor Yuriko Koike, has implemented various child-rearing support policies, including cash subsidies, free childcare, and expanded medical expense assistance, with a budget of approximately 2.2 trillion yen for 2026 [4]. - The policies are designed without income restrictions, allowing even higher-income dual-income families to benefit, which may encourage them to have more children [4]. - The effectiveness of these policies is being closely monitored, as an increase in birth rates would serve as a key indicator of their success [5]. Group 3: Public Support and Regional Impact - The comprehensive child-rearing support policies have garnered significant public support, with surveys indicating that issues related to children and childcare were the most frequently mentioned topics among Tokyo residents [8]. - However, the strong support policies in Tokyo are perceived as creating disparities with surrounding regions, where birth rates have declined, such as in Sagamihara (down 7.6%) and Kawasaki (down 2.6%) [8]. - There is a concern that the trend of population concentration in financially robust areas like Tokyo may intensify, leading to further regional disparities [8]. Group 4: Future Considerations - The Tokyo government plans to establish a consultative body to collaborate with the central government on child-rearing policies, aiming to extend the positive effects of increased birth rates to surrounding regions [9]. - Addressing the regional disparities while enhancing local vitality will require coordination and cooperation with other areas and the national government [9].