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刚刚,暴涨超1000点!特朗普,大消息!
券商中国·2025-10-27 08:32

Core Viewpoint - The Japanese stock market experienced a significant surge, with the Nikkei 225 index rising over 1200 points, marking a historic first-time breach of the 50,000-point threshold, largely driven by the upcoming visit of U.S. President Trump and the economic policies of Japan's new Prime Minister, Kishi Sanae [2][4]. Group 1: Market Reactions - The Nikkei 225 index closed up 1212 points, a 2.46% increase, while the Tokyo Stock Exchange index rose by 1.7% [4]. - Major companies such as SoftBank Group and Advantest saw their stocks rise over 6%, while Hitachi, Fast Retailing, Mitsubishi Corporation, and Itochu Corporation increased by over 2% [4]. - The South Korean stock market also saw gains, with the KOSPI index rising 2.6%, surpassing 4000 points for the first time, driven by significant increases in stocks like Hyundai Heavy Industries and SK Hynix [4]. Group 2: Economic Policies and Implications - Kishi Sanae's economic policies are seen as a continuation of "Abenomics," advocating for government intervention in the Bank of Japan's interest rate policies and maintaining an accommodative monetary policy [2][9]. - The Prime Minister's focus on "responsible active fiscal policy" aims to promote industries like artificial intelligence and provide support for low- and middle-income groups through local subsidies and energy assistance [9]. - Concerns have been raised regarding the potential impact of Kishi's policies on the independence of the Bank of Japan, especially in light of her previous criticisms of the central bank's interest rate hikes [10]. Group 3: U.S.-Japan Relations - Trump's visit is expected to cover a wide range of topics, including economic and security issues, with an emphasis on deepening the U.S.-Japan alliance [6][7]. - The meeting is viewed as a critical test for Kishi, as a successful outcome could solidify her early governance foundation and garner U.S. support for regional security policies [7]. - Trump is anticipated to press Japan to adhere to a previous agreement regarding tariffs and investments, which could impose a significant burden on Japan's economy, equating to nearly 10% of its annual GDP [7].