野村上调日本股市东证指数和日经指数目标位看好业绩和AI板块增长

环球市场播报05-27

　　野村策略师上调日本股市东证指数和日经指数的年底目标位，理由包括企业盈利强于预期，以及人工智能（AI）相关板块持续增长。野村策略师将东证指数2026年底目标位从4000点上调至4200点，将日经指数目标位从60000点上调至68000点；预计东证指数到2027年底将达到4400点，到2028年底将达到4600点；预计日经指数到2027年底将达到70，000点，到2028年底将达到72，500点。野村策略师表示，AI和芯片相关企业本财年利润料增长，盈利预期也在迅速上修。市场预期美国与伊朗将达成和平协议，带动油价下跌，这也利好日本股市。

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野村上调日本股市东证指数和日经指数目标位 看好业绩和AI板块增长

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野村上调日本股市东证指数和日经指数目标位看好业绩和AI板块增长