由于投资者评估了日本第一季度国内生产总值数据，日经225指数上涨0.6%，至38600点左右，东证指数周四涨跌互现，下跌0.2%，至2725点。2024年第一季度，日本经济年化收缩率为2%，由于私人消费连续第四个季度下降，收缩率低于市场预期的2%。最新数据使日本央行的立场复杂化，该行需要平衡对经济的支持与捍卫疲软货币的努力。与此同时，随着美国通胀放缓，美国股市隔夜反弹至历史新高，这增强了人们对美联储将于9月开始降息的押注。科技股领涨，东京电子（3.6%）、迪斯科公司（3%）、Lasertec（1.9%）、软银集团（2.1%）和Advantest（2.6%）领涨。与此同时，三菱UFJ（-5.2%）和丰田汽车（-2.1%）大幅下跌。
The Nikkei 225 rose 0.6% to around 38,600 while the broader Topix Index lost 0.2% to 2,725 in mixed trade on Thursday as investors assessed Japan’s first-quarter gross domestic product data. Japan’s economy contracted at an annualized 2% in the first quarter of 2024, coming in worse than market expectations for a 2% contraction as private consumption fell for the fourth straight quarter. The latest figures complicate the Bank of Japan’s stance, which needs to balance its support for the economy with efforts to defend a weak currency. Meanwhile, US stocks rallied to record highs overnight as US inflation slowed, bolstering bets that the Federal Reserve will start cutting interest rates in September. Technology stocks led the charge, with gains from Tokyo Electron (3.6%), Disco Corp (3%), Lasertec (1.9%), SoftBank Group (2.1%) and Advantest (2.6%). Meanwhile, sharp losses were seen from Mitsubishi UFJ (-5.2%) and Toyota Motor (-2.1%).
