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日经指数的复兴：投资者为何将目光转向日本

改革提高了透明度，加强了问责制

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    • 近几个月来，估值已有所改善，但日本企业的盈利增长和基本面仍有进一步提升的空间。
    • 近几个月来，估值已有所改善，但日本企业的盈利增长和基本面仍有进一步提升的空间。 图片：REUTERS

    DeeperDive is a beta AI feature. Refer to full articles for the facts.

    Javier de Berenguer and Eduardo Garcia Castro

    Published Sat, Dec 13, 2025 · 07:00 AM

    本文由AI辅助翻译

    查看原文

    在因经济疲软和通货紧缩背景而被忽视多年之后，日本股市强势回归，并再次进入投资者的视野。日本的基准指数——日经指数在过去十二个月里上涨了28%。最大的赢家是科技、半导体和金融行业。

    尽管近几个月估值有所改善，已不再处于低迷水平，但日本企业的盈利增长和基本面仍有进一步提升的空间——这些因素都为更高的估值倍数提供了支撑。

    日本市场的再度走强，反映了为提高上市公司效率和治理水平而推出的多项措施取得了成功。历史上，这些公司持有大量现金头寸并维持交叉持股，这拖累了其盈利能力。

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