日本再通胀组合
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日经225指数收盘创历史新高!日经ETF、日经225ETF、日经225ETF易方达大涨
Ge Long Hui· 2025-10-20 07:29
Group 1 - The Nikkei 225 index closed at a historic high of 49,185.50 points, up 3.4% [1] - The Nikkei ETF surged over 6%, while the Nikkei 225 ETF and the Nikkei 225 ETF by E Fund rose over 4% and 3% respectively [1] - The Nikkei 225 index is closely linked to Japan's economic recovery from deflation, with its performance surpassing Japan's nominal GDP growth in recent years [1] Group 2 - Analysts from ANZ reported that the potential confirmation of Fumio Kishida as Prime Minister could lead to expansionary fiscal policies supported by the Liberal Democratic Party and the Japan Innovation Party [2] - The market is betting on a "Kishida trade" that implies stronger fiscal stimulus, industry support, and moderate monetary policy, favoring long positions in Japanese stocks and short positions in the yen [2] - Nomura Securities has raised its year-end target for the Nikkei 225 index by at least 10% under Kishida's leadership, anticipating significant increases in corporate profits [2] Group 3 - Daiwa Securities and Julius Baer have also raised their expectations for the Nikkei index, with some betting it could reach a record 50,000 points [3]