索罗斯吉祥虎
02-09
1
@价值投资为王：
高市早苗胜选，日股大涨！可以配置哪些ETF？
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class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c96e94d685a10f850bae2d7dbad50b1d\" tg-width=\"865\" tg-height=\"451\"></p>\n<p>与日股挂钩的ETF同样表现强劲： <a data-mention-id=\"EWJ\" class=\"teditor-mention\" data-mention-name=\"日本ETF-iShares MSCI\" href=\"https://laohu8.com/S/EWJ\">$日本ETF-iShares MSCI(EWJ)$</a> , <a data-mention-id=\"DBJP\" class=\"teditor-mention\" data-mention-name=\"Xtrackers MSCI Japan Hedged Equity ETF\" href=\"https://laohu8.com/S/DBJP\">$Xtrackers MSCI Japan Hedged Equity ETF(DBJP)$</a> , <a data-mention-id=\"HEWJ\" class=\"teditor-mention\" data-mention-name=\"日本ETF汇率对冲-iShares\" href=\"https://laohu8.com/S/HEWJ\">$日本ETF汇率对冲-iShares(HEWJ)$</a> 的单日涨幅达3.8%，其次 <a data-mention-id=\"BBJP\" class=\"teditor-mention\" data-mention-name=\"JPMorgan BetaBuilders Japan ETF\" href=\"https://laohu8.com/S/BBJP\">$JPMorgan BetaBuilders Japan ETF(BBJP)$</a> 、 <a data-mention-id=\"EWJV\" class=\"teditor-mention\" data-mention-name=\"iShares MSCI Japan Value ETF\" href=\"https://laohu8.com/S/EWJV\">$iShares MSCI Japan Value ETF(EWJV)$</a>。 <a data-mention-id=\"03410\" class=\"teditor-mention\" data-mention-name=\"恒生日本东证一百\" href=\"https://laohu8.com/S/03410\">$恒生日本东证一百(03410)$</a> 约3.0%，而挂钩MSCI日本对冲的 <a data-mention-id=\"03160\" class=\"teditor-mention\" data-mention-name=\"华夏日股对冲\" href=\"https://laohu8.com/S/03160\">$华夏日股对冲(03160)$</a> 当日涨幅约2.3%。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1bdb26eff671426c77315873bd68cd40\" tg-width=\"865\" tg-height=\"214\"></p>\n<p>此次选举自民党获得352席位，几乎占了三分之二席位，执政稳定性达到近年高点。这令政策反复与提前改选的风险降低，为财政支出、产业补贴以及结构性改革提供了至少数年的执行窗口。</p>\n<p>选举结果强化了对财政扩张的预期。市场重新评估政府在半导体、AI、国防、制造业升级等领域的持续投入能力，这些行业本身在日经和TOPIX中权重较高，使得指数对政策变化的弹性明显放大。</p>\n<p>如三菱重工、IHI以及川崎重工等防务制造商2月8日表现强劲，其中川崎重工在好于预期的业绩推动下大涨16%。</p>\n<p>汇率因素为本轮上涨提供了额外助力。选举前美元兑日元一度接近158–160区间，市场对外汇干预高度警惕；选举后日元一度回升至156附近，汇率波动率下降，有效降低了海外资金配置日本股票时的对冲成本，提升了短期风险偏好。</p>\n<p>日经225指数一年以内，该指数从约33,000点抬升至超过56,000点，累计涨幅接近70%，是主要日本股指中涨幅最高的。日经225权重偏向出口制造业、半导体与科技类巨头，在政策预期改善、日元波动与全球科技需求回暖的共同作用下弹性更大。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/88f69e91a2b48307f1c35732f55f3f50\" tg-width=\"865\" tg-height=\"393\"></p>\n<p>相关ETF推荐：</p>\n<p><a data-mention-id=\"EWJ\" class=\"teditor-mention\" data-mention-name=\"日本ETF-iShares MSCI\" href=\"https://laohu8.com/S/EWJ\">$日本ETF-iShares MSCI(EWJ)$</a> 资产规模约177亿美元，年内上涨约10.7%，管理费0.49%，是流动性和规模最突出的日本宽基产品。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7cc229360469c99c2f76ae54f2c55aef\" tg-width=\"865\" tg-height=\"368\"></p>\n<p><a data-mention-id=\"BBJP\" class=\"teditor-mention\" data-mention-name=\"JPMorgan BetaBuilders Japan ETF\" href=\"https://laohu8.com/S/BBJP\">$JPMorgan BetaBuilders Japan ETF(BBJP)$</a> 资产规模约155亿美元，管理费仅0.19%，更偏向长期配置型资金，对短期资金敏感度较低。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/101bca7936194e0deab6e8434955dc45\" tg-width=\"865\" tg-height=\"370\"></p>\n<p><a data-mention-id=\"DXJ\" class=\"teditor-mention\" data-mention-name=\"日本股利指数ETF-WisdomTree\" href=\"https://laohu8.com/S/DXJ\">$日本股利指数ETF-WisdomTree(DXJ)$</a> 主打日元对冲，年内涨幅约13.5%，管理费0.48%，在汇率波动背景下受到海外资金明显青睐。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b724f9e0c28e2296281737321bcdc0fd\" tg-width=\"865\" tg-height=\"369\"></p>\n<p><a data-mention-id=\"FLJP\" class=\"teditor-mention\" data-mention-name=\"Franklin FTSE Japan ETF\" href=\"https://laohu8.com/S/FLJP\">$Franklin FTSE Japan ETF(FLJP)$</a> 管理费仅0.09%，属于低费率代表，更适合长期低成本持有而非短期交易。</p>\n<p><a data-mention-id=\"EWJV\" class=\"teditor-mention\" data-mention-name=\"iShares MSCI Japan Value ETF\" href=\"https://laohu8.com/S/EWJV\">$iShares MSCI Japan Value ETF(EWJV)$</a> 年内涨幅约14.1%，管理费0.15%，适合看好日本价值修复而非高弹性行情的投资者。</p>\n<p><a data-mention-id=\"HEWJ\" class=\"teditor-mention\" data-mention-name=\"日本ETF汇率对冲-iShares\" href=\"https://laohu8.com/S/HEWJ\">$日本ETF汇率对冲-iShares(HEWJ)$</a> 资产规模约56亿美元，同时进行外汇对冲，管理费0.53%，年内上涨11.3%。</p></body></html>","htmlText":"<html><head></head><body><p>在自民党领导人高市早苗于选举中取得压倒性胜利后，日经225指数单日上涨约3.9%，创历史新高；TOPIX同日上涨2.3%。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c96e94d685a10f850bae2d7dbad50b1d\" tg-width=\"865\" tg-height=\"451\"></p>\n<p>与日股挂钩的ETF同样表现强劲： <a data-mention-id=\"EWJ\" class=\"teditor-mention\" data-mention-name=\"日本ETF-iShares MSCI\" href=\"https://laohu8.com/S/EWJ\">$日本ETF-iShares MSCI(EWJ)$</a> , <a data-mention-id=\"DBJP\" class=\"teditor-mention\" data-mention-name=\"Xtrackers MSCI Japan Hedged Equity ETF\" href=\"https://laohu8.com/S/DBJP\">$Xtrackers MSCI Japan Hedged Equity ETF(DBJP)$</a> , <a data-mention-id=\"HEWJ\" class=\"teditor-mention\" data-mention-name=\"日本ETF汇率对冲-iShares\" href=\"https://laohu8.com/S/HEWJ\">$日本ETF汇率对冲-iShares(HEWJ)$</a> 的单日涨幅达3.8%，其次 <a data-mention-id=\"BBJP\" class=\"teditor-mention\" data-mention-name=\"JPMorgan BetaBuilders Japan ETF\" href=\"https://laohu8.com/S/BBJP\">$JPMorgan BetaBuilders Japan ETF(BBJP)$</a> 、 <a data-mention-id=\"EWJV\" class=\"teditor-mention\" data-mention-name=\"iShares MSCI Japan Value ETF\" href=\"https://laohu8.com/S/EWJV\">$iShares MSCI Japan Value ETF(EWJV)$</a>。 <a data-mention-id=\"03410\" class=\"teditor-mention\" data-mention-name=\"恒生日本东证一百\" href=\"https://laohu8.com/S/03410\">$恒生日本东证一百(03410)$</a> 约3.0%，而挂钩MSCI日本对冲的 <a data-mention-id=\"03160\" class=\"teditor-mention\" data-mention-name=\"华夏日股对冲\" href=\"https://laohu8.com/S/03160\">$华夏日股对冲(03160)$</a> 当日涨幅约2.3%。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1bdb26eff671426c77315873bd68cd40\" tg-width=\"865\" tg-height=\"214\"></p>\n<p>此次选举自民党获得352席位，几乎占了三分之二席位，执政稳定性达到近年高点。这令政策反复与提前改选的风险降低，为财政支出、产业补贴以及结构性改革提供了至少数年的执行窗口。</p>\n<p>选举结果强化了对财政扩张的预期。市场重新评估政府在半导体、AI、国防、制造业升级等领域的持续投入能力，这些行业本身在日经和TOPIX中权重较高，使得指数对政策变化的弹性明显放大。</p>\n<p>如三菱重工、IHI以及川崎重工等防务制造商2月8日表现强劲，其中川崎重工在好于预期的业绩推动下大涨16%。</p>\n<p>汇率因素为本轮上涨提供了额外助力。选举前美元兑日元一度接近158–160区间，市场对外汇干预高度警惕；选举后日元一度回升至156附近，汇率波动率下降，有效降低了海外资金配置日本股票时的对冲成本，提升了短期风险偏好。</p>\n<p>日经225指数一年以内，该指数从约33,000点抬升至超过56,000点，累计涨幅接近70%，是主要日本股指中涨幅最高的。日经225权重偏向出口制造业、半导体与科技类巨头，在政策预期改善、日元波动与全球科技需求回暖的共同作用下弹性更大。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/88f69e91a2b48307f1c35732f55f3f50\" tg-width=\"865\" tg-height=\"393\"></p>\n<p>相关ETF推荐：</p>\n<p><a data-mention-id=\"EWJ\" class=\"teditor-mention\" data-mention-name=\"日本ETF-iShares MSCI\" href=\"https://laohu8.com/S/EWJ\">$日本ETF-iShares MSCI(EWJ)$</a> 资产规模约177亿美元，年内上涨约10.7%，管理费0.49%，是流动性和规模最突出的日本宽基产品。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7cc229360469c99c2f76ae54f2c55aef\" tg-width=\"865\" tg-height=\"368\"></p>\n<p><a data-mention-id=\"BBJP\" class=\"teditor-mention\" data-mention-name=\"JPMorgan BetaBuilders Japan ETF\" href=\"https://laohu8.com/S/BBJP\">$JPMorgan BetaBuilders Japan ETF(BBJP)$</a> 资产规模约155亿美元，管理费仅0.19%，更偏向长期配置型资金，对短期资金敏感度较低。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/101bca7936194e0deab6e8434955dc45\" tg-width=\"865\" tg-height=\"370\"></p>\n<p><a data-mention-id=\"DXJ\" class=\"teditor-mention\" data-mention-name=\"日本股利指数ETF-WisdomTree\" href=\"https://laohu8.com/S/DXJ\">$日本股利指数ETF-WisdomTree(DXJ)$</a> 主打日元对冲，年内涨幅约13.5%，管理费0.48%，在汇率波动背景下受到海外资金明显青睐。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b724f9e0c28e2296281737321bcdc0fd\" tg-width=\"865\" tg-height=\"369\"></p>\n<p><a data-mention-id=\"FLJP\" class=\"teditor-mention\" data-mention-name=\"Franklin FTSE Japan ETF\" href=\"https://laohu8.com/S/FLJP\">$Franklin FTSE Japan ETF(FLJP)$</a> 管理费仅0.09%，属于低费率代表，更适合长期低成本持有而非短期交易。</p>\n<p><a data-mention-id=\"EWJV\" class=\"teditor-mention\" data-mention-name=\"iShares MSCI Japan Value ETF\" href=\"https://laohu8.com/S/EWJV\">$iShares MSCI Japan Value ETF(EWJV)$</a> 年内涨幅约14.1%，管理费0.15%，适合看好日本价值修复而非高弹性行情的投资者。</p>\n<p><a data-mention-id=\"HEWJ\" class=\"teditor-mention\" data-mention-name=\"日本ETF汇率对冲-iShares\" href=\"https://laohu8.com/S/HEWJ\">$日本ETF汇率对冲-iShares(HEWJ)$</a> 资产规模约56亿美元，同时进行外汇对冲，管理费0.53%，年内上涨11.3%。</p></body></html>","text":"在自民党领导人高市早苗于选举中取得压倒性胜利后，日经225指数单日上涨约3.9%，创历史新高；TOPIX同日上涨2.3%。 与日股挂钩的ETF同样表现强劲： $日本ETF-iShares MSCI(EWJ)$ , $Xtrackers MSCI Japan Hedged Equity ETF(DBJP)$ , $日本ETF汇率对冲-iShares(HEWJ)$ 的单日涨幅达3.8%，其次 $JPMorgan BetaBuilders Japan ETF(BBJP)$ 、 $iShares MSCI Japan Value ETF(EWJV)$。 $恒生日本东证一百(03410)$ 约3.0%，而挂钩MSCI日本对冲的 $华夏日股对冲(03160)$ 当日涨幅约2.3%。 此次选举自民党获得352席位，几乎占了三分之二席位，执政稳定性达到近年高点。这令政策反复与提前改选的风险降低，为财政支出、产业补贴以及结构性改革提供了至少数年的执行窗口。 选举结果强化了对财政扩张的预期。市场重新评估政府在半导体、AI、国防、制造业升级等领域的持续投入能力，这些行业本身在日经和TOPIX中权重较高，使得指数对政策变化的弹性明显放大。 如三菱重工、IHI以及川崎重工等防务制造商2月8日表现强劲，其中川崎重工在好于预期的业绩推动下大涨16%。 汇率因素为本轮上涨提供了额外助力。选举前美元兑日元一度接近158–160区间，市场对外汇干预高度警惕；选举后日元一度回升至156附近，汇率波动率下降，有效降低了海外资金配置日本股票时的对冲成本，提升了短期风险偏好。 日经225指数一年以内，该指数从约33,000点抬升至超过56,000点，累计涨幅接近70%，是主要日本股指中涨幅最高的。日经225权重偏向出口制造业、半导体与科技类巨头，在政策预期改善、日元波动与全球科技需求回暖的共同作用下弹性更大。 相关ETF推荐： $日本ETF-iShares MSCI(EWJ)$ 资产规模约177亿美元，年内上涨约10.7%，管理费0.49%，是流动性和规模最突出的日本宽基产品。 $JPMorgan BetaBuilders Japan ETF(BBJP)$ 资产规模约155亿美元，管理费仅0.19%，更偏向长期配置型资金，对短期资金敏感度较低。 $日本股利指数ETF-WisdomTree(DXJ)$ 主打日元对冲，年内涨幅约13.5%，管理费0.48%，在汇率波动背景下受到海外资金明显青睐。 $Franklin FTSE Japan ETF(FLJP)$ 管理费仅0.09%，属于低费率代表，更适合长期低成本持有而非短期交易。 $iShares MSCI Japan Value ETF(EWJV)$ 年内涨幅约14.1%，管理费0.15%，适合看好日本价值修复而非高弹性行情的投资者。 $日本ETF汇率对冲-iShares(HEWJ)$ 资产规模约56亿美元，同时进行外汇对冲，管理费0.53%，年内上涨11.3%。","highlighted":1,"essential":2,"paper":2,"link":"https://laohu8.com/post/530916756603208","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["03410","DXJ","EWJ","BBJP","03160","FLJP","DBJP","EWJV","HEWJ"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":true,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":1863,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":21,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":1,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/530965757408448"}
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