连续大涨 日本股市再创历史新高！巴菲特成大赢家：伯克希尔持仓早已翻倍 昨日单日浮盈近20亿美元

Market Performance - The Nikkei 255 index reached a new historical high, increasing by 2.77% to 57,926.07 points as of the report date [1] - The Nikkei 225 index surged over 2,000 points in the previous trading day, marking the first time it surpassed the 56,000 points threshold [1] Political Landscape - The ruling coalition of the Liberal Democratic Party and the Japan Innovation Party secured a majority in the House of Representatives during the elections held on February 8, maintaining control over the lower house [3] - Prime Minister Kishi's leadership is expected to reignite the "Kishi trade," which previously drove domestic stocks to historical highs and led to significant sell-offs in Japanese government bonds and the yen [3] Economic Policy - Kishi has committed to implementing aggressive fiscal and monetary policies to stimulate economic growth, which has raised concerns among bond investors regarding Japan's substantial debt burden [4] - The potential for increased government spending under Kishi's administration is causing unease among investors in Japanese bonds, especially as yields have recently surged to multi-decade highs [4] Currency Trends - Traders are closely monitoring the yen's exchange rate, particularly its recent low of 159.45 yen per dollar, the weakest level since 2024 [5] - Japanese Finance Minister Katayama indicated a willingness to communicate with financial markets if necessary, emphasizing a focus on exchange rate volatility rather than specific levels [5] Central Bank Expectations - The ongoing depreciation of the yen is influencing expectations regarding the Bank of Japan's policy direction, with overnight index swaps indicating an increased likelihood of interest rate hikes in April [6] Investment Insights - Warren Buffett's Berkshire Hathaway has made significant investments in Japanese stocks, particularly in five major trading companies, increasing its stake to between 8.53% and 9.82% [7] - As of February 9, the Nikkei 255 index closed at 56,363.94 points, reflecting a 3.89% increase, with notable gains in the shares of the five trading companies [7] - Berkshire's investment in these Japanese companies has appreciated significantly, with a market value exceeding $41 billion against an investment cost of approximately $13.8 billion, indicating nearly a twofold increase in value [8]