除权日前日本股市走高 银行板块受益于收益率上行上涨

智通财经
Sep 25
【除权日前日本股市走高 银行板块受益于收益率上行上涨】日本股市上涨。债券收益率抬升带动银行板块领涨,同时投资者争相买入股票,以获取股息资格。三菱日联金融集团对东证指数涨幅贡献最大,该股上涨2.9%。指数内1635只成分股中,1185只上涨,385只下跌,65只持平。 KCM Trade首席市场分析师蒂姆·沃特表示:“近几周全球及日本收益率走高的大环境,从净息差角度来看,仍利好金融板块。” 东证指数约70%成分股收涨,银行股以及部分人工智能、半导体相关个股领涨;软银集团与有色金属板块表现落后。 信金资产管理高级基金经理藤原直树称:“经济与企业盈利基本面稳健,上行趋势大体保持完好。”他表示,投资者逢低买入科技股与银行股,日本央行上周政策决议之后,银行股此前一度走弱。

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