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尽管周末日本政坛经历变动,但日本股市涨势强劲。本周二,受贸易风险消除及刺激支出可能增加的乐观情绪影响,日经225指数首次突破44000点,创下历史新高。

当日早间,日经225指数一度上涨超1.2%,至44174.78点。不过截至发稿,日股涨势放缓,日经225指数涨幅收窄至0.2%,回落至43732点,东证指数也基本回吐日内全部涨幅。

在日经225指数成分股中,上午半导体测试设备制造商爱德万(Advantest)涨幅最大,上涨6.7%,其次是德山株式会社,上涨5%。日本汽车股早间一度上涨,午间回落。截至发稿,丰田汽车微跌0.47%,本田微涨0.47%,日产汽车上涨1.16% 。

两大潜在利好支撑日股上涨。其一为贸易前景改善。日本首席关税谈判代表赤泽亮周二在X上发文称,美国将在9月16日...贸易协议的模糊性。他引述美国联邦公报文件,称该文件正式确认特朗普关于美日贸易协议的行政命令,修改后的日本商品关税税率将在行政命令发布后七日内生效。

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