Group 1 - The Nikkei 225 index reached a peak of 49,945.95 points on October 21, closing above the 49,000 mark for the first time, indicating a significant upward trend in the market [2] - The strong performance of the stock market has led to a notable divergence between the trading prices of QDII funds tracking the Nikkei 225 index and their reference net asset values [2] - On October 23, the Huaxia Nomura Nikkei 225 Index Fund (QDII) issued a premium risk warning, highlighting that the current trading price is significantly higher than the reference net asset value, indicating a substantial premium [2] Group 2 - UBS Wealth Management's Chief Investment Office expressed optimism about the Japanese stock market, suggesting there is further room for growth [3] - The future performance of the Japanese stock market will depend on the reliability of government policies and the stability of the coalition government, maintaining an "attractive" rating for Japanese stocks [3] - Short-term investment opportunities are seen in IT services, real estate, and healthcare technology sectors, while mid-term prospects are favorable for defense, semiconductor, AI-related companies, and industrial, machinery, and materials sectors due to government policy support [3]
日经225指数创阶段新高后 相关QDII基金提示溢价风险
Xin Hua Cai Jing·2025-10-23 05:59