尽管油价飙升，日本企业仍公布了五年来最超预期的业绩，这增强了人们对各行业强劲盈利增长势头将把股市涨势扩展到人工智能（AI）相关板块之外的信心。
数据显示，截至6月的三个月，约71%的本地企业利润超过分析师预期。其中500家最大企业的净利润总和突破21万亿日元（1320亿美元），超越一年前创下的约18万亿日元的纪录。
企业盈利能力也大幅提升，东证指数成分股公司的利润率预计达到创纪录的9.3%，这是自三十多年前有可比数据以来的最高水平。
这表明日本股市的上涨行情有望进入一个新阶段。上一季度的涨幅主要集中在科技和AI相关板块，但最新财报季显示，随着企业成功将成本上涨转嫁给客户，盈利增长范围正在扩大。
“业绩超预期的不仅仅是出口商和半导体相关企业，” Resona Holdings策略师Hiroki Takei称。“我们看到内需型企业的盈利也好于预期。与以往相比，投资者的关注范围有所扩大，我预计这种情况会持续下去。”
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