路透6月19日 - 在截至6月14日的一周里,日本股市吸引了四周以来最大的外资流入,原因是对中美贸易谈判取得进展的乐观情绪以及日圆走软有助于缓解对出口商盈利的担忧。
日本财务省的数据显示,上周外资净买入日本股票4,734亿日圆(32.6亿美元),这也是外资连续第11周净流入日本股市。图:外资流入日本股票情况
本季度迄今为止,日本股市已获得价值约 7.34 万亿日圆的跨境资金流入,有望创下两年来最大的季度流入量。
由于企业改革有望取得进展,日经指数.N225 周二触及四个月高点 38,885.15 点。
美国银行(Bank of America)本周进行的一项亚洲基金经理调查显示,日本是该地区最受青睐的市场。
与此同时,中东紧张局势升级后的避险需求推动了日本政府债券买盘。
外资购买了价值 4,345 亿日圆的日本长期债券,这是连续第三周净买入。他们还向短期债券净注入了 10.3 亿日圆,为八周来最大。图:外资流入日本债券情况
与此同时,本周日本对外国股票的卖盘也放缓至 845 亿日圆的五周低点。图:日本投资海外股票情况
不过,日本投资者买进价值 1.57 万亿日圆的长期外国债券,这是 5 月 17 日以来最大的单周净买入。他们还小幅增持了价值 156 亿日圆的短期外国债券。
图:日本投资海外债券情况
(完)
Foreign flows into Japanese stocks https://reut.rs/3SQDye4
Foreign flows into Japanese debt securities https://tmsnrt.rs/3nsVz5d
Japanese investments in stocks abroad https://tmsnrt.rs/3nxoepG
Japanese investments in overseas debt securities https://tmsnrt.rs/3JW3oI3
(编审 张涛)
((tao.zhang@thomsonreuters.com; 86-10-56692071))
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.