日经平均股指再次刷新历史最高纪录

Core Viewpoint - The Japanese stock market is experiencing significant inflows of overseas capital, driven by positive economic indicators and corporate performance, leading to record highs in the Nikkei index [2][5][7]. Economic Performance - The GDP growth for Japan in the April to June quarter of 2025 was reported at 0.3% quarter-on-quarter, translating to an annualized growth rate of 1.0%, marking five consecutive quarters of positive growth [2]. - The economic surprise index for Japan stands at 26.7, significantly higher than the global average of 12.0, indicating a robust recovery trend [5][6]. Market Trends - The Nikkei index closed at 43,378 points on August 15, 2023, up 729 points (1.71%) from the previous trading day, reflecting renewed investor confidence [2]. - The banking sector saw a notable increase, with Mitsubishi UFJ Financial Group reaching new highs, and the banking industry index rising by 3.14% [5]. Investor Sentiment - There is a growing interest from overseas investors, particularly from Europe, in the Japanese stock market, driven by structural economic factors and the potential for stable returns [6]. - Short-term speculative funds are also increasing their positions in the Japanese market, with expectations that the Nikkei index could reach around 44,000 points in the near term [7]. Corporate Earnings Outlook - Despite a projected 8.6% decrease in regular profits for major companies in the fiscal year 2025, a rebound of 13.0% is expected in fiscal year 2026, indicating a shift in investor focus towards future earnings [5].