巴菲特宣布发行900亿日元债券，分析认为将加仓买日股
近日，“股神”巴菲特旗下的伯克希尔·哈撒韦公司宣布发行900亿日元债券，在市场动荡的背景下，此次债券发售受到高度关注，因为伯克希尔筹集的资金可能被用于增持日本公司的股份。
对此有分析人士指出，通过日元债融资实施“借日元买日股”的策略，被市场解读为巴菲特深度布局日本产业的标志性手法，发行规模或将成为判断其加仓力度的风向标。
华福证券近日发布研报认为，日本此前最新公布的通胀数据超出预期，加剧股市抛售压力；同时，在宏观政策靴子落地前，日本汽车行业压力已提前显现，面对全球贸易局势与流动性的双重不确定性，日本股市遭遇剧烈调整。
展望后市，华福证券认为，日本货币政策转向进入加息周期对日本股市造成长期不利影响，并建议关注日本央行加息节奏和美国关税政策落地情况，日本股市可能面临宽幅震荡。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
Most Discussed
- 1
- 2
- 3
- 4
- 5
- 6
- 7
- 8
- 9
- 10