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日本股市上升,日經ETF升超2%
格隆匯 10-10 13:16

格隆匯10月10日丨日本股市大升,跟蹤東京日經225指數的4只ETF普升,華安基金日經225ETF、易方達基金日經225ETF易方達升超2%,華夏基金日經ETF、工銀瑞信基金日經ETF、南方基金日本東證指數ETF跟升。

日本8月貿易帳公佈,日本8月貿易逆差7495億日元,預期逆差7084億日元,前值為順差682億日元。

具體來看,日本8月未季調經常帳盈餘22797億日元,預期盈餘30909億日元,前值盈餘27717億日元;季調後經常賬盈餘16349億日元,預期盈餘24076億日元,前值盈餘27669億日元。

日本財務大臣鈴木俊一今日表示,內閣批准他出席10月12-13日的G20會議,並主辦10月12日G7財長和央行行長會議。會議可能將討論烏克蘭、全球經濟、國際市場、多邊開發銀行等問題。日本強烈譴責哈馬斯和其他巴勒斯坦武裝分子的襲擊,呼籲有關各方保持最大限度的剋制,正關注衝突對全球經濟的影響,七國集團可能將對此進行討論。此外,鈴木俊一還表示,收益率差異是當前日元疲軟的原因之一。日本的財政狀況非常糟糕,並且隨着對疫情的反應而惡化,希望繼續尋求財政健康、經濟復甦。

高盛預計美元兑日元將出現上行趨勢,但由於各種市場猜測和外部因素,這一過程可能不會一帆風順。首先,市場可能尋求更強有力的貨幣管理干預。其次,日本央行可能轉向鷹派,給貨幣對的動態帶來波動。最後,如果出現對美國經濟強勁的擔憂,可能會引發貨幣對的波動。除非日本央行提前退出負利率政策(高盛預計到2025年春季才會退出),或者美國經濟前景出現重大轉變,否則旨在遏制重大匯率波動的直接干預措施可能不會出現。雖然干預可以減緩日元下跌的走勢,但改變其整體走勢可能是一項艱鉅的任務。

2023年以來全球股票市場反彈,日本市場反彈程度較大,日經225、東證指數上半年升幅分別為27.2%和21.0%,表現優於美國和歐洲市場,同時伴隨經濟基本面改善,日本市場受到全球投資者關注。

境內投資者在投資日本證券市場時,可採取在日本證券公司開户和投資國內QDII基金兩種方式。投資國內QDII基金手續便捷,且有專業管理人幫助投資者對日本證券進行合理配置和風險管控,是投資日本市場的較優方式。

目前,國內投資於日本地區的基金共6只,分別為摩根日本精選(007280)、工銀大和日經225ETF(159866)、易方達日興資管日經225ETF(513000)、華夏野村日經225ETF(513520)、南方東證指數ETF(513800)、華安三菱日聯日經225ETF(513880)。

上述6只產品中,摩根日本精選採用主觀投資,且為場外基金;其餘5只均為ETF基金,由於未發行對應聯接基金,只能場內投資。

從跟蹤標的看,南方東證指數ETF跟蹤東證指數,其餘4只跟蹤日經225指數。從費率看,管理費均為0.2%,託管費均為0.05%。

華夏基金認為,從相關性來看,日經225與主要A股指數的相關係數很低,可為國內投資者提供與A股市場具有一定差異的投資品種,是分散化投資的良好工具。

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