日经225指数周三上涨0.9%,收于38885点,达到四个月来的最高水平,因为疲软的经济数据缓和了对日本央行进一步加息的预期。在美国关税的压力下,5月出口八个月来首次下降,而进口下降幅度超过预期。4月份核心机械订单也大幅下降,6月份制造业情绪减弱,这引发了国内需求的危险信号,并强化了日本央行的谨慎立场。周二,央行保持利率稳定,并表示将逐步缩减资产负债表,强调了政策正常化的谨慎道路。科技股和消费类股领涨,其中Lasertec(+4.8%)、任天堂(+6.6%)、迅销(+2%)、Advantest(+1.2%)和三丽鸥(+1.2%.)涨幅突出。
The Nikkei 225 Index climbed 0.9% to close at 38,885 on Wednesday, reaching its highest level in four months as softer economic data tempered expectations for further Bank of Japan interest rate hikes. May exports declined for the first time in eight months under pressure from US tariffs, while imports fell more than expected. Core machinery orders also slumped in April, and manufacturing sentiment weakened in June—raising red flags about domestic demand and reinforcing the BOJ’s cautious stance. On Tuesday, the central bank held rates steady and signaled a gradual approach to balance sheet reduction, emphasizing a measured path toward policy normalization. Technology and consumer stocks led the rally, with standout gains from Lasertec (+4.8%), Nintendo (+6.6%), Fast Retailing (+2%), Advantest (+1.2%), and Sanrio (+1.2%).