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《大行報告》高盛:日股明年轉型 料TOPIX有13%上漲空間
阿思達克 11-15 03:35
高盛發表日股展望報告,指2024年應該是日本股市轉型的一年,對前景保持建設性態度。該行的正面看法基於3個關鍵因素假設:1)堅實的全球宏觀經濟背景;2)日本國內繼續透過結構性薪資增長創造可持續需求驅動通脹的政治壓力;3)加速針對日本的改革措施以進一步釋放企業價值。 該行對東證股價指數(TOPIX)的2024年12月的2,650點目標水平保持不變,意味著較目前水準還有13%的上漲空間。
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