日本股市未来一年仍有可观上行空间;① 高盛的分析师上修了对日本股市股指的预期,认为未来一年间,东证指数仍有望升至2150点,较当前上涨7.5%,而日经225指数则将上涨10%至32250点。主要是因为日本央行仍将继续为市场提供充足的流动性;② 高盛指出,日本央行已经承诺将继续维持ETF收购力度,这足以继续提供充足的流动性来为股市保驾护航,同时,日本金融市场面对债市收益率的上行也相比其他市场更有耐受力,因而在经济终将趋于复苏的大背景下,日股的继续上行也是不在话下
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