摩根士丹利:若高市早苗接替石破茂出任首相 日本股市料上涨

环球市场播报
Sep 08

  摩根士丹利三菱日联证券的分析师表示,若高市早苗被选为石破茂的接班人,日本股市或将受益,因为她可能倾向于财政扩张。“高市早苗被认为具有强烈的扩张性财政倾向,可能会被视为对日本股市更有利,” Sho Nakazawa等分析师在报告中写道。如果她成为下一任首相,外国投资者尤其认为日本的财政和货币政策将转向扩张。由于核心通胀率已升至3%左右,高市早苗今年不太可能推行“过度宽松的货币政策”。高市早苗也支持核电,这将给电力和天然气板块的股票带来利好。

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责任编辑:王永生

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