-- 周一,日本股市收高,此前一位反对党领袖呼吁制定中期财政路线图,力争在2030年前后恢复财政盈余,此举缓解了市场对利率上升的担忧。 日经225指数上涨0.6%,或348.99点,收于58,824.89点。 玉木雄一郎表示,日本应制定一个可信的五年计划,力争在2030年前后恢复财政盈余,同时也要接受短期财政赤字。 他还表示,货币政策应逐步走向正常化,鉴于伊朗冲突带来的风险,加息幅度应谨慎控制。 由于中东局势不明朗,市场降低了对日本央行4月份加息的预期。日本政府已动用石油储备,并正在寻求其他石油供应来源,但公众对经济影响的担忧依然很高。 经济方面,日本2月份第三产业活动指数下降0.4%,零售和公用事业疲软抵消了金融业的增长。 日本央行的一项调查显示,3月份日本家庭信心略有改善,但仍处于负值,通胀预期依然高企。 企业方面,Komehyo Holdings(东京证券交易所代码:2780)股价下跌1%,此前该公司公布3月份销售额增长43%。Cyfuse Biomedical(东京证券交易所代码:4892)股价上涨12%,此前有报道称该公司将开始进行3D打印膝关节再生疗法的人体试验。 IwaiCosmo(东京证券交易所代码:8707)股价下跌2%,尽管该公司全年利润增长55%,创历史新高。
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