【星展银行:日本股市短期内有望创新高】金十数据12月30日讯,星展银行首席投资办公室表示,在强劲的盈利增长和新的流动性流入的支撑下,日本股市似乎将创下新高。策略师Joanne Goh和分析师Sharlene Goh将半导体、汽车和金融行业列为日本人口老龄化和快速数字化的长期、不可逆转的驱动因素的受益领域。他们表示,人工智能趋势可能会提振对芯片和IT服务提供商的需求,而由于日元疲软,汽车和汽车零部件出口商将保持竞争力。与此同时,日本银行正受益于利率正常化和企业活动的复苏。“它们仍被低估,市净率为0.9倍,远低于全球金融危机前的水平和全球同行,这使它们对国际投资者具有吸引力。”
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