周一,日经225指数上涨约4%,至约47600点,创下历史新高。此前,执政党投票为财政鸽派和亲刺激方案的议员高一成为日本下一任首相铺平了道路。在自民党取代鹰派首相石破茂的五名候选人中,高一被视为最具扩张性的,坚定地支持已故的安倍晋三的“安倍经济学”政策。在她获胜后,高一强调政府和央行之间需要密切协调,以在更高的工资和企业利润的支持下促进需求驱动的通货膨胀。科技股领涨,Advantest(6%)、Disco Corp(5%)、东京电子(4%)、软银集团(2.8%)和Lasertec(4.5%)领涨。
The Nikkei 225 Index jumped about 4% to around 47,600 on Monday, hitting fresh record highs after a ruling party vote paved the way for fiscal dove and pro-stimulus lawmaker Sanae Takaichi to become Japan’s next prime minister. Among five candidates in the Liberal Democratic Party race to replace hawkish Prime Minister Shigeru Ishiba, Takaichi was seen as the most expansionary, firmly aligned with the late Shinzo Abe’s “Abenomics” policies. After her victory, Takaichi emphasized the need for close coordination between the government and the central bank to foster demand-driven inflation backed by higher wages and corporate profits. Technology shares led the advance, with notable gains from Advantest (6%), Disco Corp (5%), Tokyo Electron (4%), SoftBank Group (2.8%), and Lasertec (4.5%).