海外资金助推日股创新高

Group 1 - Overseas investors net bought Japanese stocks (spot) of 573.7 billion yen in the second week of August, with futures net purchases reaching 1.1 trillion yen, the largest scale in about six years [2][4] - The net buying scale of spot stocks is the highest level in three weeks since the fourth week of July (602.3 billion yen) and the fifth highest since 2025 [4] - The Nikkei average index rose by 1,557 points (4%) in the second week of August, reaching a peak of 43,378 points on the 15th [4] Group 2 - The TOPIX Core 30 index, favored by overseas investors for its large-cap stocks, increased by 4% in the second week of August, outperforming the TOPIX index which rose by 3% [4] - SoftBank Group's stock price continued to rise, reflecting the trend of US tech stocks, with its market capitalization exceeding 24 trillion yen [6] - Bank stocks attracted significant buying interest due to better-than-expected GDP data, with some stocks hitting all-time highs [6] Group 3 - Overseas investors are shifting their focus to Japan, previously seen as a "low-growth" country, now recognizing new economic growth stories such as inflation [6] - Futures net purchases reached 1.1765 trillion yen, the largest scale since September 2019 [6] - Individual investors net sold stocks worth 1.1253 trillion yen, the largest scale since the fourth week of July, possibly taking profits amid market highs [7]