-- 週一,日本股市收跌,此前一度短暫突破60000點大關,隨後因科技股領漲以及伊朗與美國延長停火協議帶來的地緣政治風險緩解而出現獲利回吐。 日經225指數收跌0.75%,或下跌445.63點,報59140.23點。 儘管中東局勢並未進一步升級,但投資人重新評估地緣政治風險並關注走軟的美國股指期貨,導致股市下跌。 日經225指數一度觸及60013.98點的歷史新高,早盤上漲得益於伊朗與美國延長停火協議。儘管停火協議在調解努力下得以延長,但由於美國海上封鎖依然存在,且伊朗在霍爾木茲海峽扣押了兩艘船隻,緊張局勢依然持續。 經濟方面,日本4月份私營部門增速放緩至四個月來的最低水平,製造業增速因供應擔憂而大幅下滑,但服務業活動疲軟抵消了這一增長。標普全球日本綜合PMI初值指數從53降至52.4。 能源相關投入成本上升和日圓疲軟推高了物價,而受中東局勢不確定性的影響,企業信心跌至2020年8月以來的最低水準。 企業方面,日本石油勘探公司(TYO:1662)股價上漲9%,此前該公司宣布計劃到2035年將油氣產量提高至18萬桶/日,投資額達1.16兆日元,此舉將重點轉向能源安全。 豐田汽車(TYO:7203)股價下跌2%,此前有報導稱,該公司正在調查一起可能涉及東京海上(TYO:8766)和MS&AD保險集團(TYO:8725)旗下保險公司借調員工的資料外洩事件。 註(TYO:5243)股價下跌8%,此前其創始人出售了2.8%的流通股,旨在提高股票流動性。
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