刚刚，日央行“口风”突转，日股急挫！

Group 1 - The Japanese stock market experienced a significant decline on December 1, with the Nikkei 225 index dropping over 2%, making it one of the most notable downturns in the Asia-Pacific market for the day [1] - Market expectations regarding a shift in the Bank of Japan's monetary policy rapidly increased, serving as a direct catalyst for the stock market's sharp decline [1] - Bank of Japan Governor Kazuo Ueda indicated that the central bank would weigh the pros and cons of raising policy rates at the upcoming monetary policy meeting on December 19, suggesting a potential end to ultra-loose monetary policy [1] Group 2 - Concurrently with the stock market decline, the Japanese government bond market faced large-scale sell-offs, with the 2-year Japanese government bond yield surpassing 1% for the first time since 2008 [2] - The 5-year and 10-year government bond yields rose to 1.35% and 1.85%, respectively, marking new highs since 2008, indicating accelerated selling by investors [2] - The Japanese government announced a comprehensive economic stimulus package worth approximately 21.3 trillion yen, with a significant portion of the funding coming from a supplementary budget for the fiscal year 2025 [2]