美国投资者加大对日本股票的投资，但“可能会出现短期盘整”

Core Insights - The new Japanese government has requested the Bank of Japan to postpone interest rate hikes until at least January 2026 to align with an upcoming large-scale economic stimulus plan aimed at supporting economic recovery [1] - U.S. investors are increasing their investments in Japanese stocks, driven by the strong performance of the Japanese stock market, particularly the Nikkei 225 index, which has risen approximately 30% [1][4] - Foreign investors purchased about 3.84 trillion yen (approximately 250 billion USD) worth of Japanese stocks in cash and futures during the latter half of October [4] Economic Policy - The Japanese government is coordinating monetary policy with fiscal measures to bolster economic recovery, emphasizing the importance of timing in interest rate decisions [1] - The anticipated economic stimulus plan is expected to play a crucial role in supporting the economy alongside the central bank's policies [1] Market Trends - The influx of foreign capital into the Japanese market suggests a potential shift where growth stocks may begin to replace value stocks as the primary market drivers [1] - Despite the positive outlook, there are indications that the Nikkei index has entered an overbought territory, which may lead to short-term market corrections [4]