美日达成贸易协议，狂飙的跨境日股ETF前景如何？

Group 1 - The overall sentiment towards the Japanese stock market remains positive, driven by a new trade agreement with the U.S. that reduces tariffs on Japanese imports from 25% to 15% [1][5] - The Japanese stock market saw significant gains, with the TOPIX index reaching a historical high, and ETFs such as Nikkei 225 ETF and Tokyo Stock Exchange ETF rising by 4.18% and 3.89% respectively [1][5] - The recent elections resulted in the ruling coalition losing control of both houses, indicating a potential shift towards expansionary fiscal policies, which is expected to positively impact the stock market [1][9] Group 2 - Japanese automotive stocks led the market rally, with Toyota, Honda, and Nissan shares increasing by 12%, 8.6%, and 8.8% respectively following the tariff news [5] - The net asset values of cross-border Japanese stock ETFs have shown significant increases, with year-to-date gains of 6.64% and 10.51% for Nikkei 225 ETF and Tokyo Stock Exchange ETF [5] - The reduction of automotive tariffs from 27.5% to 15% is projected to significantly benefit the profitability outlook for Japan's major automotive manufacturers [8] Group 3 - The Japanese yen has rebounded against the U.S. dollar, trading at 146.52, influenced by the tariff news and market sentiment [10] - Analysts suggest that the recent election results will not significantly impact the Bank of Japan's monetary policy, with expectations of maintaining interest rates for an extended period [13] - Despite concerns over corporate profitability, particularly in the automotive sector, wage growth is anticipated to continue, which may limit the impact of any future earnings declines on inflation [13]