中日关系恶化冲击投资信心

China-Japan Tensions Hit Investor Confidence
中日关系恶化冲击投资信心

Chinese investors have lost nearly US$55 million in Japan-focused ETFs as political tensions surge after Prime Minister Sanae Takaichi’s Taiwan comments. Five mainland-listed ETFs tracking the Nikkei and Topix fell about 5% in two weeks, reflecting worries over Japan’s economy as inflation rises and China issues punitive actions, including a seafood import ban and a travel warning. The dispute also pressured Japanese stocks with major China exposure, such as Shiseido. Analysts warn that reduced Chinese tourism could significantly hurt Japan’s service sector and supply chains, though some asset managers remain optimistic due to ongoing corporate reforms.
由于日本首相高市早苗的台湾言论引发中国强烈反应，中国投资者在日本相关ETF中亏损近5500万美元。追踪日经和东证指数的五只ETF两周内下跌约5%。中国暂停日本海产品进口并发布旅行警告，也拖累了部分在华业务较重的日本企业。分析人士指出，中国游客减少将影响日本服务业和供应链。不过，也有机构认为，日本股市仍会受益于改革和公司治理改善。

日本首相高市早苗