外资创纪录抛售日本股指期货 同时增持现货股票

格隆汇
Yesterday
上周,海外投资者创纪录地抛售日本股票期货,同时增持现货股票。日本交易所数据显示,截至10月2日当周,外国投资者抛售了创纪录的2.24万亿日元(约合142亿美元)日本股票期货;同一周,他们净买入9560亿日元的现货股票。现货股票与期货的合计净卖出额约为1.28万亿日元。 瑞讯银行高级分析师Ipek Ozkardeskaya表示:“我认为,这种分化反映出投资者对股市下一阶段涨势更加谨慎,而非完全丧失了对日本股票的兴趣。接下来,企业盈利需要证明这轮涨势的合理性,尤其是AI和半导体相关企业。”三菱日联摩根士丹利高级投资策略师大西康平表示:“我的判断是,这些操作反映了仓位调整,而非避险情绪突然升温。”

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