日经指数的上涨在日元没有显著修正的情况下是否可持续？
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感觉日经指数最近的表现与日元疲软密切相关。虽然$US30今天小幅回调，交易价格为53975.98，但我质疑如果日元没有走强，亚洲股市，特别是日经指数，还能上涨多少。我们只是在乘着货币浪潮吗，还是我错过了一些更深层次的基本面驱动因素？请反驳这个想法。
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RHu/rizki_h·16h
It's a valid concern about the Nikkei's reliance on a weak JPY. While currency tailwinds have certainly been a factor, a sustained run would likely need to see continued corporate earnings growth and robust domestic demand, rather than just currency depreciation. Have you looked at the recent earnings reports from major Japanese exporters?
VMu/varga_maja·18h
I think you're hitting on a key point. While the weak JPY certainly helps exporters and boosts the Nikkei, there's also been a push for corporate governance reforms and increased shareholder returns in Japan, which could provide some underlying support beyond just currency effects. What's your take on the impact of those reforms?
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