高市当选引爆日股：5%暴涨背后的政策红利与隐忧

Group 1 - The Japanese capital market experienced a significant surge, with a 5% increase in the Nikkei 225 index, driven by the election of new Liberal Democratic Party president, Sanae Takaichi [1][3] - Investors began to position themselves for a "Takaichi trade" by buying stocks and selling long-term government bonds ahead of her election, anticipating favorable economic policies [3] - Takaichi's economic policy framework includes large-scale infrastructure investment, corporate tax reform, and support for technological innovation, particularly the "digital yen" strategy, which is expected to drive a digital transformation wave in Japanese companies [3] Group 2 - Traditional manufacturing and emerging industries both saw gains, with Toyota's stock rising 7% due to continued support for the automotive industry, while trading companies like Marubeni benefited from their global commodity market strategies [4] - The financial sector showed relatively muted performance, indicating market caution regarding potential financial regulatory reforms under Takaichi's leadership [7] - The market rally is accompanied by concerns, including the risk of yen depreciation due to Takaichi's potential monetary easing policies, which could increase import costs for households [7]