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日经指数突破 59000 点再创历史新高,高市“再通胀”旋风下日本牛市离6万点还有多远?

TradingKey
作者Ricky Xie
2026年2月26日 03:57
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TradingKey - 2026 年 2 月 26 日,日经 225 指数首次站上 59000 点,刷新历史纪录,成为全球资本市场焦点。在英伟达(NVDA)超预期财报与日本央行新任官员提名的双重催化下,全球资本正加速涌入东京。

本轮暴涨并非单一因素驱动,而是日本国内政策转向、全球科技浪潮、海外资金涌入共同作用的结果。另外高市早苗上台后,市场逐步降低了对日本央行加息的预期,为日本股市的持续上涨添加动力。

日本企业治理改革见效,利润率、分红与回购力度提升,叠加日元持续偏弱,出口型企业业绩大幅释放,成为指数走牛的基本面支撑。高市早苗内阁推行财政扩张、减税与产业扶持,市场对经济复苏抱有期待,风险偏好显著提升。

美股高位震荡、全球资金再平衡,日本股市低估值、高股息优势凸显,境外资金持续加仓,推升大盘突破59000点整数关口。

日前,日本政府正式提名中央大学名誉教授浅田统一郎与青山学院大学法学教授佐藤绫野,出任央行货币政策委员会新成员,相关提名预计将很快提交国会审批。

日本央行新任审议委员提名偏向温和宽松,整体立场偏鸽,加息节奏放缓、终点利率下移,流动性环境友好,对股市直接利好。

英伟达最新公布的财报再次超出市场预期,日本拥有全球领先的半导体材料与设备供应商。英伟达的强劲增长直接带动东京威力科创(Tokyo Electron)爱德万测试(Advantest)等科技股走强。

高市早苗对货币政策的态度清晰,支持宽松、反对过快加息,以弱日元提振出口与经济。市场据此下调日本央行加息次数与幅度预期,日元维持弱势,出口企业盈利更有保障。

财政扩张叠加货币偏松组合,或成为推动日本股市上行的主线,日经指数有机会在第一季度挑战6万点关口。

审核人Ricky Xie
免责声明:本网站提供的信息仅供教育和参考之用,不应视为财务或投资建议。

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