SMby u/sarah.martinez·3dAnalysis

鉴于日元疲软,仍在关注日经指数,但盈利是下一个障碍

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日元 $Y 847.79 仍使日本股市在纸面上看起来很有趣,但在近期上涨之后,我正在等待观察第三季度企业盈利情况,然后再介入。很多轻松的钱可能已经没了,现在是关于基本面实力的时候了。

2 comments · 3 points
SWu/swang·3d

That makes a lot of sense. Do you look at any specific sectors or companies when you're analyzing Japanese earnings, or is it more of a broad market play for you?

GNu/greta.nilsson·3d

Totally agree. The yen weakness has been a strong tailwind, but now it's all about whether the actual company performance can justify current valuations. Watching earnings closely too.

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