日本企业第四季度资本支出增加

日本最大的公司去年第四季度提高了资本支出,表明企业信心增强。财务省报告称,与上一季度相比,不包括软件的商品支出上升了4%。首相佐苗·高市正在推动战略领域的更多投资。

日本主要企业2025年10月至12月季度资本支出增加,这表明企业信心改善。根据财务省2026年3月3日的报告,不包括软件的商品支出比上一季度攀升4%,此前夏季期间支出持平平穩。

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Tokyo Stock Exchange traders celebrate as Nikkei 225 surpasses 58,000 amid expectations for PM Sanae Takaichi's economic stimulus policies.
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Japan's Nikkei breaks 58,000 on Takaichi policy expectations

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Japan's Nikkei average surpassed 58,000 for the first time following the Liberal Democratic Party's landslide election victory. Expectations for Prime Minister Sanae Takaichi's economic stimulus measures are driving the market, though fiscal concerns linger.

Japan's real gross domestic product grew at an annualized rate of 0.2% in the October-December quarter of 2025, falling short of market estimates. Preliminary data from the Cabinet Office showed a 0.1% quarter-on-quarter rise, marking the first positive growth in two quarters. The full-year growth rate for 2025 reached 1.1%, the highest since 2022.

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Japan's Q4 2025 GDP was revised upward to 1.3% annualized from the preliminary 0.2% reported on February 16, driven by strong business spending. January household spending on goods and private services held steady despite a year-on-year drop, with contained retail gasoline prices easing inflation. Analysts now expect the Bank of Japan to hold rates in April and hike in June.

South Korea's industrial output rose 2.5% in February from the previous month, the fastest growth in five years and eight months. Government data showed retail sales unchanged while facility investment jumped 13.5%. The Middle East crisis has had minimal impact so far.

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Japan's Nikkei share average rallied ahead of Prime Minister Sanae Takaichi's snap lower house election on February 8, driven by a weaker yen and positive polls for her Liberal Democratic Party. Voters are prioritizing inflation countermeasures, while an AI-doctored campaign video has raised concerns over electoral fairness.

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