日经指数持续上涨 市场期待经济刺激

日元骤然走弱，导致日本股票连续攀升了两个交易日，市场参与者们都期待着新一轮的财政刺激。

日本日经指数最近上涨了3%，周一当天便上涨了4%。日元开始走弱，对日本出口的压力有所减轻，股价便一路走红。

日本股票呈现出积极的势头，是因为投资者对日本首相安倍晋三的执政联盟充满信心，执政联盟的上议院席位在周日又有所增加。

安倍很有可能在近期引入新的财政刺激，从而改变近乎停滞的经济状况。这会给整个地区带来了极大的风险，美国标普500指数曾在一夜之间突破最高点。任天堂游戏公司刚刚开发了现实增强游戏 Pokémon Go，投资者对任天堂的股票仍有很大的兴趣，公司股价在周二早间再度上涨5.2%，此前曾飙升了25%。

在其他亚太地区，澳大利亚标普200指数上涨0.9%，韩国综合指数上涨0.1%，香港恒生指数上涨0.8%，而中国上证指数近来上涨了0.5%。

但是人们的视线仍然集中在日本，安倍内阁曾在周四承诺了刺激政策，而投资者们都在等待政策细节的发布。越来越多的投机者正在等待前美联储主席本·伯南克同安倍的会面，他们会就央行的直接政府支出问题展开讨论。

就在上周，投资者们十分担心英国退欧的后续影响，于是纷纷涌入日元的避风港，将日元对美元的汇率推至100。随着对经济刺激预期的增加，汇率跌至103.013。日元走弱会大大刺激股票市场，但交易员们并不确定股市的增长能否持久。

万达亚太地区高级交易员斯蒂芬·英尼斯表示：“政策的实施和未来的发展仍有很大的不确定性。我不知道这一势头能否扭转美元/日元的趋势。英国退欧的问题还没有解决，市场中仍有很大的风险。”

在其他的市场中，中国人民银行在五年半之内引导人民币走弱，人民币兑美元的参考点达到了6.6950，是2010年10月以来的最高点。分析家们希望中国人民银行再度采取宽松政策。

Nikkei keeps rolling on expectations of fresh stimulus

Stocks in Japan were on a roll for a second straight day on Tuesday due to a sharply weaker yen and continued hopes for fiscal stimulus.

Japan’s Nikkei Stock Average NIK, +2.97%  recently rose 3%, extending Monday’s 4% gain. Shares were advancing while the yen eased off its recent strength, which helped reduce worries that a persistently strong currency would make Japanese exports less competitive.

The positive momentum in Japanese equities came as investors gained confidence in Prime Minister Shinzo Abe’s ruling coalition, which on Sunday increased its control in the upper house of parliament.

Anticipation was also growing that Abe would soon introduce a fresh fiscal stimulus package to help the stagnant economy. That added to a larger risk appetite across the region after the S&P 500 SPX, +0.34%   hit a record high in the U.S. overnight.

Buying interest remained high for shares of videogame maker Nintendo Co.7974, +12.24%  , which has a minority stake in the augmented-reality game Pokémon Go. Nintendo added a further 5.2% early Tuesday in a sign of hope for its mobile games business, after soaring 25% the previous session.

In the rest of the Asia-Pacific region, Australia’s S&P/ASX 200 XJO, +0.77%  gained 0.9%, Korea’s Kospi SEU, +0.05%  rose 0.1% and Hong Kong’s Hang Seng IndexHSI, +0.50%   rose 0.8%. China’s Shanghai Composite Index SHCOMP, +0.00%  was recently up 0.5%.

But the main focus was in Japan, where investors waited for details from Abe’s pledge that his cabinet would start drawing up a stimulus package on Tuesday. Speculation was also growing that an expected meeting Tuesday between former U.S. Federal Reserve Chairman Ben Bernanke and Abe would include talks about a radical measure in which a central bank directly funds government spending.

As recently as last week, fears about repercussions from the U.K.’s vote to leave the European Union led investors to pile into the yen as a haven and pushed it close to breaching a level of 100 yen per U.S. dollar. But it recently weakened to 103.013 on the prospect of economic stimulus. A weaker yen typically buoys the stock market, but traders were unsure if the rally was sustainable.

 “There’s still a lot of uncertainty about policy and what’s going to happen,” said Stephen Innes, a senior trader at Oanda Asia Pacific. “I don’t know if this is enough to turn around the momentum on dollar/yen…Brexit is not out of the woods, and there’s still a lot of risk sentiment in the market.”

In other markets, China’s central bank guided the yuan to its weakest level in more than 5½ years. The yuan’s reference point was set at 6.6950 against the U.S. dollar, the highest level for the dollar since October 2010. Analysts are expecting the People’s Bank of China to ease policy again soon.

本文翻译由兄弟财经提供

文章来源：http://www.marketwatch.com/story/nikkei-keeps-rolling-on-expectations-of-fresh-stimulus-2016-07-11