新首相高市早苗“蜜月期”戛然而止？日本面临股债汇三杀，股市一周蒸发1270亿美元

Group 1 - The market enthusiasm for Japan's new Prime Minister, Sanae Takaichi, has faded, with Tokyo-listed companies losing approximately $127 billion in market value over the past week [1] - The Japanese yen and government bonds have also seen significant declines, raising concerns among investors about Japan's financial sustainability and the likelihood of the Bank of Japan raising interest rates to curb inflation [1][3] - The Nikkei 225 index, which includes many large exporters and tech companies, fell by 3.5% this week, while the broader TOPIX index dropped by 1.8% [3] Group 2 - Major investors have reduced net purchases of 10-year Japanese government bonds to the lowest level since October 2023, leading to increased bond yields and higher financing costs for the already indebted Japanese government [8] - Investors are shifting their focus from ultra-long-term bonds to potential opportunities in 5 to 10-year bonds, indicating a bearish sentiment in the Japanese bond market [6] - The spending plan proposed by Takaichi has raised concerns among investors, with some expressing increased anxiety about its implications for the economy [9]