日经225指数收涨0.7% 芯片股领涨

Group 1 - The Nikkei 225 index rose by 0.7%, closing at 50,750.39 points, with chip stocks leading the gains. Investors are closely monitoring comments from Japanese government officials regarding the recent depreciation of the yen and any developments in Prime Minister Fumio Kishida's economic plan [1][3] - The core Consumer Price Index (CPI) for Tokyo in December increased by 2.3% year-on-year, which is below the market expectation of 2.5% and a decrease from November's 2.8%. This slowdown in inflation is attributed to easing food cost pressures and the base effect from last year's utility price hikes [1][3] - The CPI excluding fresh food and fuel costs rose by 2.6% year-on-year in December, also lower than November's 2.8%. This measure is closely watched by the Bank of Japan as it reflects demand-driven price changes [1][3] Group 2 - Analysts warn that the renewed decline of the yen may lead companies to continue raising prices, potentially resulting in sustained cost-push inflation, which could accelerate the Bank of Japan's interest rate hikes. The data suggests that food inflation may have peaked, but a weak yen could provide justification for companies to increase food prices [2][4] - The Kishida administration approved a record budget of 7.85 trillion USD for the next fiscal year, aiming to balance aggressive fiscal policy with concerns over rising debt. The government emphasizes that it will not engage in irresponsible debt issuance or tax cuts [2][4] - The upcoming budget, to be submitted to the Diet early next year, totals a record 122.3 trillion yen (approximately 784.63 billion USD), exceeding this year's initial budget of 115.2 trillion yen. New debt issuance is expected to slightly increase from 28.6 trillion yen to 29.6 trillion yen, with the debt dependency ratio dropping to 24.2%, the lowest since 1998 [5]