【日元升值成日本股市“隐形杀手”:出口企业盈利超预期却股价疲软,外汇红利正在退潮】智通财经APP获悉,日本可能采取更多措施支撑日元的风险,让企业盈利前景黯淡了不少,因为投资者正在权衡日元汇率的任何升值对出口商利润的影响。过去两年,日元疲软一直是日本出口商盈利超预期的主要推动因素,尤其是在许多公司此前设定了更为乐观的外汇预期的情况下。例如,本田汽车(TM.US)上周公布,外汇为其第一季度营业利润贡献了910亿日元,使其业绩超出市场预期。
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