政策预期与市场热情交织,日本银行股站上风口

华尔街见闻
Oct 09

日本新领导人高市早苗的政策立场正在重塑投资者对银行板块的预期。 尽管市场对宽松货币政策的预期使银行股承压,但分析师认为,扩张性财政政策带来的项目融资需求以及日元快速贬值或将推动央行不得不加息,这些因素有望延续银行股的牛市行情。 在本周推动日股创纪录新高的“高市早苗交易”中,银行板块初期表现落后。周一,在日经指数飙升4.75%的同时,东证银行指数却下跌0.12%,投资者担心高市支持的宽松货币政策可能...

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