野村上调东证指数、日经指数目标位,寄望企业盈利进一步增长

智通财经
Aug 12
【野村上调东证指数、日经指数目标位,寄望企业盈利进一步增长】野村证券将日本基准股指东证指数年末目标位由4200点上调至4400点。上调原因在于,受产品提价、销量提升以及日元走弱推动,机构上调了企业每股收益预期。野村首席股票策略师北冈智亲周一在研报中表示:“我们依旧看好日本股市上行趋势,每股收益增长将来自产品涨价、股份缩减等多重因素的支撑。”将2026财年东证指数成分股每股收益同比增速预期,由13.4%上调至19.2%。机构测算,近期企业利润率的提升约一半来自汇率效应、关税退税等临时性因素;另一半则来自涨价与销量增长,该部分具备可持续性。在企业回购、个人投资者及海外资金买入的加持下,市场供需格局依旧偏紧。将日经225指数年末目标位由68000点上调至70000点。

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