日经创出历史新高，“高市交易”重启

Group 1 - The Nikkei average index closed at 49,185.50 points on October 20, marking a historical high, with a significant increase of 1,603.35 points (3.37%) from the previous weekend [2] - The political uncertainty in Japan has decreased with the likelihood of Fumio Kishida, the president of the Liberal Democratic Party, being elected as Prime Minister, which has reignited market expectations for fiscal expansion and monetary easing policies [2][4] - The market is optimistic about the performance of domestic Japanese companies, especially with the upcoming financial reports for the period from April to September 2025, which could lead the Nikkei average to potentially surpass 50,000 points in November [4] Group 2 - The recent rise in the US stock market, particularly the rebound of the Dow Jones Industrial Average after three days of decline, has positively influenced investor sentiment in Japan [5] - The performance of Fifth Third Bancorp, which exceeded market expectations in its earnings report, has alleviated concerns regarding credit risks in US regional banks, contributing to a favorable environment for Japanese financial stocks [5] - Some Japanese banks, including Mitsubishi UFJ and Mizuho Financial Group, experienced a recovery in stock prices due to capital inflows following the positive sentiment from the US market [5]