Group 1 - Foreign investors ended a 17-week buying streak in the Japanese stock market, selling 189 billion yen (approximately 1.3 billion USD) worth of stocks in the week ending August 1, marking the first net sell since March [1] - Japanese insurance companies took the opportunity to realize profits, with net sales of 282 billion yen, the highest level on record, indicating a faster pace of selling cross-shareholdings [1] - The US-Japan tariff agreement, which reduced tariffs on Japanese exports (including automobiles) from 25% to 15%, is viewed positively by the market, especially considering the previous challenges faced during negotiations [1] Group 2 - The Tokyo Stock Exchange index reached a record high, closing up 0.72% at 2987.92 points, marking the third consecutive day of gains, with an intraday high of 2993.21 points [2] - The resolution of US tariff uncertainties has created a relatively positive environment for the Japanese stock market, with potential for upward adjustments in corporate earnings per share [2] - Ongoing corporate governance reforms led by the Tokyo Stock Exchange have improved the quality of listed companies, making the overall market more shareholder-friendly [2]
日股攀高之际外资结束连续17周净买入 日本保险公司创纪录抛售
Zhi Tong Cai Jing·2025-08-07 08:52