高盛将日本基准东证指数的12个月目标从4400点上调至4500点，理由是预期日元走弱将有助提振企业盈利，尽管人工智能前景及地缘政治紧张局势短期内仍可能带来市场波动。该行外汇团队最新预测，美元兑日元汇率将在3个月后升至162日元，6个月后达163日元，12个月后进一步升至165日元。相应地，年度美元兑日元汇率假设亦作出修订：2026财年为162，2027财年为160，2028财年为155。
高盛将日本基准东证指数的12个月目标从4400点上调至4500点，理由是预期日元走弱将有助提振企业盈利，尽管人工智能前景及地缘政治紧张局势短期内仍可能带来市场波动。该行外汇团队最新预测，美元兑日元汇率将在3个月后升至162日元，6个月后达163日元，12个月后进一步升至165日元。相应地，年度美元兑日元汇率假设亦作出修订：2026财年为162，2027财年为160，2028财年为155。
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