日经突破5万点 “早苗经济学”推动行情

Group 1 - The Nikkei average index rose significantly, reaching 50,337.36 points, marking a historic breakthrough above 50,000 points, driven by expectations surrounding the economic policies of the new Kishida administration and external factors like anticipated interest rate cuts in the US and the expansion of the AI market [2][4]. - The Kishida administration's approval rating stands at 74%, significantly higher than the previous administration's 51%, which is perceived positively by the market as it suggests greater stability for the government [4]. - The "Japan Weeks" event highlighted the shift from savings to investment in Japan, with Finance Minister Shunichi Suzuki noting that the proportion of cash and deposits in personal financial assets remains high compared to the US, indicating substantial room for change [4]. Group 2 - AI and semiconductor-related stocks, such as Advantest and SoftBank Group, contributed to the market's upward movement, while defense-related stocks saw increased buying ahead of the upcoming US-Japan summit [5]. - The Bank of Japan is expected to maintain its current interest rates during the upcoming monetary policy meeting, with market consensus suggesting potential rate hikes could occur in January or as early as December [5]. - The external environment is favorable, with the US CPI for September coming in below expectations, raising the likelihood of interest rate cuts in the US, and easing trade tensions between the US and China, which supports investor sentiment [6].