机构：高市早苗、AI和企业改革为明年日股上涨铺平道路

Core Viewpoint - Japan's stock market is expected to continue its upward trend through 2026, driven by aggressive fiscal plans introduced by Prime Minister Sanae Takaichi, building on momentum from the past year [1] Group 1: Market Performance - The Tokyo Stock Exchange index has withstood challenges such as tariff impacts, two interest rate hikes by the Bank of Japan, and a change in prime minister, rising approximately 23% this year [1] - This increase positions Japan's benchmark stock index for the largest gain relative to the S&P 500 since 2022 [1] Group 2: Sector Outlook - The government’s commitment to provide trillions of yen in domestic financing is expected to boost performance in the construction, infrastructure, and energy sectors next year [1] - As the focus shifts towards tangible artificial intelligence, robotics manufacturers are also anticipated to perform well [1] - Bank stocks have emerged as one of the best-performing stocks this year due to rising interest rates, and they are expected to maintain their upward trajectory [1]