日经225指数上涨，日经ETF涨超2%，日经225ETF、日经225ETF易方达、日本东证指数ETF涨超1%

Group 1 - The Nikkei 225 index rose by 1.46%, with Nikkei ETFs increasing over 2%, indicating a positive market trend in Japan [1] - Foreign investors are reshaping the structure of the Japanese capital market, highlighted by Berkshire Hathaway increasing its stake in Mitsubishi Corporation to 10.23% [1] - Mitsubishi Corporation and Mitsui & Co. are engaging in discussions with Berkshire Hathaway regarding their shareholdings, reflecting ongoing interest from foreign investors [1] Group 2 - The manager of the Nikkei 225 ETF E Fund anticipates a stable domestic demand supported by a virtuous cycle of wages and inflation, despite external uncertainties [2] - The Bank of Japan is expected to gradually normalize its monetary policy, focusing on interest rate hikes and balance sheet reduction, which will be key market focal points [2] - Ongoing corporate governance reforms in Japan are encouraging companies to prioritize shareholder returns, such as increasing dividends and stock buybacks, attracting long-term value investors [2] Group 3 - The Nikkei 225 index serves as a key benchmark for the Japanese stock market, reflecting the performance of 225 major blue-chip companies and the overall economic recovery [3] - The index's performance has outpaced Japan's nominal GDP growth, drawing renewed attention from global investors amid corporate governance reforms and global supply chain restructuring [3] - The E Fund manager notes that Japan's economy faces challenges from inflation, trade policy uncertainties, and geopolitical tensions, which could impact growth [3] Group 4 - Key variables to watch in the second half of the year include the outcomes of the Japanese Senate elections and progress in US-Japan tariff negotiations [4] - The Japanese stock market is expected to maintain upward momentum due to factors such as potential interest rate cuts by the Federal Reserve and strong performance in the technology sector [4] - The exchange rate of the yen will be influenced by the pace of monetary policy divergence, economic data validation, and geopolitical developments, with a slight appreciation against the RMB anticipated [4]