看好高市早苗刺激政策，日本券商“齐刷刷”上调日经指数目标位

Group 1 - Major Japanese brokerages are collectively optimistic about the Nikkei 225 index due to expectations of a large-scale economic stimulus plan under new leader Kishi Sayaka [1][2] - The Nikkei 225 index saw a significant increase of 4.8% this week, while the TSE index rose by 3.1% [1] - The Japanese yen fell below 150 against the US dollar and reached a historical low against the euro [1] Group 2 - Analysts believe that Kishi Sayaka's leadership will boost economic growth and corporate earnings, driving their stock market predictions [1][2] - Nomura Securities raised its year-end target for the Nikkei index from 44,500 to 49,000 points, and the TSE index from 3,200 to 3,300 points [2] - Daiwa Securities increased its Nikkei index target from 44,000 to 49,000 points, with a potential to reach 50,000 points within the year [2] - SMBC Nikko Securities adjusted its Nikkei index target from 45,000 to 47,000 points, highlighting potential benefits for energy technology, cybersecurity, and defense sectors [2] - Swiss wealth management firm Julius Baer raised its Nikkei index target from 46,000 to 50,000 points, citing the attractiveness of the Japanese stock market driven by AI trends and structural reforms [2]