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金融巨头,大跌!
中国基金报·2025-10-17 01:41

Group 1 - The Japanese stock market is experiencing a decline, with the Nikkei 225 index down by 1% as of the report [2] - Japanese financial stocks are particularly affected, with the banking sector index dropping by 1.88%, making it the worst-performing sector on the Tokyo Stock Exchange [4] - Major financial institutions such as Mizuho Financial Group, Mitsubishi UFJ Financial Group, and Sumitomo Mitsui Financial Group have all seen declines exceeding 2% [4] Group 2 - Analysts from JPMorgan indicate that the banking sector is one where investors tend to "sell first and ask questions later," highlighting a growing concern over market sentiment rather than the banks' balance sheets [6] - The Bank of Japan's Governor, Kazuo Ueda, has not ruled out the possibility of interest rate hikes, suggesting that the door for recent rate increases remains open [6] - Ueda emphasized the need to assess economic data before the upcoming monetary policy meeting on October 29-30, indicating a cautious approach to policy adjustments [6] Group 3 - The South Korean stock market is also experiencing fluctuations, with the KOSPI index reported at 3744.69 [8] - South Korea's unemployment rate for September was reported at 2.5%, a slight decrease from 2.6% in August [10] - The South Korean government is facing challenges in negotiations with the U.S. regarding a $35 billion investment requirement, which could have implications for the foreign exchange market and economic stability [10]