高市早苗当选首相，自_老虎社区_美港股上老虎

李龙头
10-22

高市早苗当选首相，自民党与维新会联合执政消弭政治不确定性；“高市交易”主导，其延续宽松、推进财政扩张引日元跌，利好出口，叠加外资回流及AI热潮，资金涌入日股。年内有望触49000-50000点。日本拟推39万亿日元刺激，落地将助推盈利。当然风险还是高市宽松与日央行加息存矛盾，政府债务占GDP216.2%，刺激不及预期或制约涨势。

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