日本市场月报：日经指数小幅下跌，10年日债利率突破1%

Group 1 - The Nikkei index experienced a slight decline due to increased external uncertainties, with a cumulative drop of 2.2% in November, while the Nikkei 225 index rose approximately 14.2% year-to-date as of the end of November [2][5] - Foreign capital saw a net outflow of $2.75 billion in November, reversing the small net inflow from October, while the cumulative net inflow for 2024 reached $8.77 billion [2][5] - The 10-year Japanese government bond yield surpassed 1% at the beginning of November, influenced by rising U.S. Treasury yields, but retreated from a high of 1.08% later in the month [3][9] Group 2 - The core CPI in Japan for October was reported at 2.3% year-on-year, with the core-core CPI also at 2.3%, showing a slight decrease from previous values [3][9] - The mining, securities, and transportation equipment sectors performed the best in November, with the securities sector rising by 9.2%, while the construction, pharmaceuticals, and textile sectors saw significant declines [3][9] - Notable stocks in the Japanese market included Aoyama Trading, Musashi Seimitsu Industry, and Furukawa Electric, which showed strong performance in November [15][17]