高盛将日本股票配置上调至超配

Group 1 - Goldman Sachs has upgraded its allocation of Japanese stocks from "neutral" to "overweight" [1] - The 12-month target for the Tokyo Stock Exchange index has been raised from 3900 points to 4300 points [1] - The upgrade is based on the belief that Prime Minister Fumio Kishida's recent election victory will lead to increased foreign capital inflows and valuation expansion at the index level [1] Group 2 - Goldman Sachs strategists are optimistic about Japanese stocks related to defense, critical resources, shipbuilding, electric power resources, U.S. re-industrialization themes, and corporate governance reforms [1]