日股再创新高！高市早苗当选日本首位女首相，“安倍经济学”卷土重来？

Group 1 - The election of Kishi Sanae as Japan's first female Prime Minister marks a historic achievement amid low female political representation in the country [1][2] - The Nikkei 225 index closed at a record high of 49,316.06 points, reflecting positive market sentiment following her election [1][4] - The Japanese yen continues to depreciate, trading around 151 against the US dollar, which may exacerbate inflation concerns [1][6] Group 2 - Kishi Sanae's government faces challenges, including rising inflation, security tensions, and political instability, necessitating the formation of a cabinet and securing parliamentary support [1][2] - The coalition with the Japan Restoration Party lacks two seats for a majority in the lower house, complicating the passage of budgets and legislation [2] - Kishi's economic policies align with "Abenomics," focusing on government spending to stimulate growth, which could positively impact sectors like technology, energy, and defense [3][4] Group 3 - The "Sanae trade" phenomenon has emerged, characterized by market volatility driven by expectations of renewed "Abenomics" policies, leading to a surge in Japanese stocks and a decline in the yen [3][4] - The Nikkei 225 index has risen approximately 25% year-to-date, indicating strong market performance amid expectations of fiscal stimulus [4] - Kishi's administration may face political risks in implementing tax policies, such as considering a temporary reduction in food sales tax to gain coalition support [9]