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日经指数自1月下旬起呈强劲上涨势头,至3月6日更涨至18,971.00点,为15年来最高水平,此后仍保持着高位运行。高盛预计,今年日元与日本股市的相关性越来越低,同时日本企业盈利将会进一步攀升。此外,日本股市存在大量被压抑的需求。今年以来,日本股市以美元计价的强劲表现可能促使投资者降低其低配日本股市的程度,即随着情绪改善,外国人可能会再次买入日本股票。
The Nikkei rose strongly from late January to 18,971.00 by March 6, its highest level in 15 years and has since remained high. Goldman Sachs predicts that the yen will be less relevant to Japan’s stock market this year, while Japanese companies will see further gains. In addition, Japan’s stock market has a lot of pent-up demand. This year, the strong performance of the Japanese stock market in dollar terms may prompt investors to lower their level of under-equities in Japan, as foreigners may buy Japanese stocks again as sentiment improves.