日经平均股指创出历史新高

Core Viewpoint - The Japanese stock market has reached a new high, with the Nikkei average closing at 42,718 points on August 12, marking a significant increase of 897 points (2.15%) from the previous trading day, driven by domestic investors who are now compelled to enter the market due to favorable conditions [2][5]. Group 1: Market Performance - The Nikkei average index has seen a substantial rise, with an increase of approximately 2,300 points since the beginning of August, and a total rise of about 4,300 points since April, largely influenced by expectations surrounding US-Japan tariff negotiations [5]. - Major stocks such as Advantest and SoftBank Group experienced significant intraday gains, with Advantest rising by 7.72% and SoftBank by 8.00%, contributing to the overall market uptrend [4]. - The market's upward momentum is primarily driven by trading hours, indicating strong supply and demand dynamics, as opposed to reliance on overseas market performance [5]. Group 2: Corporate Actions and Investor Sentiment - Companies are increasingly announcing stock buybacks, with INPEX and Recruit both revealing substantial repurchase plans, reflecting confidence in their future performance [6]. - The net buying amount by companies in the first seven months of the year reached approximately 6.5 trillion yen, nearly double that of 2024, indicating robust corporate investment activity [5]. - Analysts suggest that the sustainability of the current market rally will depend on long-term restructuring and growth investments, as evidenced by significant mergers and acquisitions in the construction sector [6][7].