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繼續追漲?
uSMART盈立智投 05-31 20:03

美銀證券表示,通脹勢頭的恢復,加上東京證券交易所的估值改革,將推動日本股市最早在2025年上半年升至創紀錄高位。美銀證券日本首席股票策略師Masashi Akutsu在一份日期爲週二的報告中寫道:“我們認爲,如果日本核心消費者價格指數(CPI)達到或超過1.5%,股本回報率升至兩位數,那麼1989年泡沫經濟時期創下的股市高點將再次出現。”

美銀的預測與其他華爾街公司的預測一致,它們認爲日本股市還有進一步上漲的空間。外國投資者的強烈興趣、穩健的收益和疲軟的日元應該會繼續支撐東證指數的攀升。

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美銀表示,儘管股市近期可能遭遇減速,但"如果市場上漲與基本面相符,就沒有必要看跌。在經濟重新開放和通貨膨脹加強之後,目前的投資環境仍然有利"。

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