贝莱德唱反调：日本央行或在更长时间内按兵不动！

金十数据07-25

作为全球最大的资产管理公司，贝莱德认为日本央行很可能在更长的一段时间内保持利率不变，这对日本的股票市场是个积极因素。尽管投资者需要对今年任何一次日本央行会议中可能出现的变化保持警惕，但根据贝莱德日本分部的首席投资策略师Yuichi Chiguchi的看法，日本央行可能需要等到2024年末价格趋势明朗后才会采取行动。这预示着东证股价指数（TOPIX）在今年可能会创下新的历史高点。 Chiguchi...

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USD","LU1291159041.SGD":"CPR Invest - Global Silver Age A2 Acc SGD-H","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU0731783394.SGD":"Fidelity Global Dividend A-MINCOME(G)-SGD"},"translate_title":"BlackRock plays devil's advocate: The Bank of Japan may stand still for longer!","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"BLK":1},"content_text":"作为全球最大的资产管理公司，贝莱德认为日本央行很可能在更长的一段时间内保持利率不变，这对日本的股票市场是个积极因素。\n尽管投资者需要对今年任何一次日本央行会议中可能出现的变化保持警惕，但根据贝莱德日本分部的首席投资策略师Yuichi Chiguchi的看法，日本央行可能需要等到2024年末价格趋势明朗后才会采取行动。这预示着东证股价指数（TOPIX）在今年可能会创下新的历史高点。\nChiguchi表示：“我们预计日本将继续保持宽松的环境。”他补充说，在实际利率为负的情况下，这对企业有利，并且会提振股市。\n在日本央行7月31日的政策决定之前，日本股市、债券和日元的投资者都处于紧张状态，普遍预期日本央行将削减其债券购买计划。熟悉此事的人士称，尽管消费者支出疲软给是否需要在下周再次加息带来了复杂性，但人们的关注焦点仍然在于利率问题。\n贝莱德投资研究所（BlackRock Investment Institute）在其年中展望报告中表示，日本经济复苏以及通胀升温使得日本股市成为他们最坚定看好的市场之一。这一乐观观点也得到了高盛集团的支持，后者最近上调了对东证股价指数的盈利预测。汇丰控股正在增持日本股票，表明其对日本股市的看好。\n这与施罗德投资管理公司的观点形成对比，该公司上个月将日本股票评级下调至中性，原因是日元走弱对股市的正面影响开始减弱，同时进口成本上升导致消费者和小型企业的信心出现恶化迹象。\n即便如此，Chiguchi认为日本股市还有上涨空间。不过他也指出，日本央行有可能会在每次会议上采取某种行动。本月，日本央行与债券市场参与者会面，制定了减少购债的计划。\n日本数十年通缩的终结已经重塑了企业的思维方式，交易所和激进投资者推动企业更有效地利用资本。这促使日经225指数和东证股价指数在今年达到了历史新高，不过近期日元快速升值令日本股市的光芒有所减弱。\nChiguchi表示，日本企业从削减成本转向提高价格的策略，“这与过去截然不同”，这在通缩经济时期是从未出现过的。\nChiguchi认为，在日本股票中，科技行业的公司很有吸引力，因为它们处于有利地位，可以从人工智能的扩张、老龄化社会、脱碳努力和地缘紧张局势中受益。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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