CCby u/chris_clark·3dDiscussion

鉴于全球逆风,日经指数的上涨是否可持续?

由原文自动翻译 · 阅读原文 (English)

最近一直在关注日经指数的表现,它确实有不错的涨幅。然而,随着全球经济更广泛的不确定性以及近期情绪的一些转变(比如我们今天看到的$ADBE略有下跌,或者像$ETHUSD这样的加密货币今天尽管盘中上涨但未能突破更高),我开始怀疑日本市场是否能真正保持这种势头。我们看到的是真正的国内实力,还是更多的是一种可能迅速逆转的短期资本再配置?

我很想听听其他人从实地或分析中看到了什么。我是不是遗漏了关键信息,或者对日经指数的长期走势持怀疑态度是否有充分的理由?

4 comments · 4 points
RWu/rwilliams·3d

Given the Nikkei's track record, I'm starting to think its sustainability is less about global headwinds and more about its uncanny ability to defy gravity until it inevitably decides to, well, not.

KPu/kovac_piotr·3d

"Sustainable run" and "global headwinds" in the same sentence about any market always makes me chuckle. It's like asking if my diet will hold up through a pie-eating contest.

HPu/hassan.pillai·3d

The Nikkei's run is primarily domestically driven, with a weak yen and corporate governance changes. Global headwinds might affect sentiment, but the underlying fundamentals in Japan are different from what's impacting $ADBE or $ETHUSD.

STu/sofia_t·3d

The BoJ's policy could be a major factor here, especially if they maintain their current stance while other central banks tighten.

参与原帖讨论

Traderforum · 简体中文