周二，日经225指数上涨0.4%，收于39200点以上，东证指数上涨0.3%，收于2776点，延续了前一交易日的涨幅，并追随以科技股为主的纳斯达克综合指数的涨幅，后者反弹至历史新高。这些举措出台之际，英伟达在周三发布盈利报告之前，因分析师多次看涨，股价上涨超过2%，其在人工智能领域的领导地位成为主要推动力。投资者还期待着本周日本的一系列经济报告，包括贸易、通货膨胀和商业活动数据。科技股领涨，Disco Corp（3.9%）、Tokyo Electron（1.4%）、Advantest（2%）、Recruit Holdings（2.4%）和Shift Inc（0.5%）领涨。在企业新闻方面，东京海洋保险公司股价上涨6.3%，此前这家保险巨头宣布计划回购价值高达2000亿日元的自有股票。

The Nikkei 225 Index rose 0.4% to above 39,200 while the broader Topix Index gained 0.3% to 2,776 on Tuesday, extending gains from the previous session and tracking gains on the tech-heavy Nasdaq Composite which rallied to new record highs. Those moves came as Nvidia jumped more than 2% on multiple bullish analyst calls ahead of its earnings report on Wednesday, with its leadership in the artificial intelligence space serving as a major tailwind. Investors also look forward to a slew of economic reports in Japan this week including trade, inflation and business activity data. Technology stocks led the advance, with gains from Disco Corp (3.9%), Tokyo Electron (1.4%), Advantest (2%), Recruit Holdings (2.4%) and Shift Inc (0.5%). In corporate news, Tokio Marine jumped 6.3% after the insurance giant announced plans to buy back up to 200 billion yen worth of its own shares.

周一，日本10年期政府债券收益率达到0.98%，为2003年以来的最高水平，因为越来越多的人猜测日本央行可能会减少购买政府债券或提高利率以提振日元。日本央行本周保持债券购买量不变，选择不在5月13日突然削减债券购买，这很可能是由于美元普遍走弱。尽管如此，投资者仍在押注央行将在6月的政策会议上决定减少债券购买，一些人甚至预计今年借贷成本将上涨三次。与此同时，日本经济在2024年第一季度以每年2%的速度收缩，这比市场预期的收缩1.5%还要糟糕，因为私人消费连续第四个季度下降。最新数据使日本央行的立场复杂化，日本央行需要平衡对经济的支持与捍卫疲软货币的努力。

Japan’s 10-year government bond yield hit 0.98% on Monday, the highest since 2003 as speculation is growing that the Bank of Japan may reduce the government bond purchases or raise interest rates to boost the yen. BoJ left its bond buying amounts the same this week, opting not to follow up with a surprise cut to debt buying on May 13th mostly likely due to a broad weakening of the dollar. Still, investors are betting that the central bank will decide to reduce bond buying at the June policy meeting with some even anticipating as many as three hikes in borrowing costs this year. Meanwhile, Japan’s economy contracted at an annualized 2% in the first quarter of 2024, coming in worse than market expectations for a 1.5% contraction as private consumption fell for the fourth straight quarter. The latest figures complicate the BOJ’s stance, which needs to balance its support for the economy with efforts to defend a weak currency.

在东京，日经225指数周一上涨288点，涨幅为0.74%。涨幅居前的是住友金属矿业（7.54%）、三菱材料（6.71%）和JX控股（6.11%）。跌幅最大的是软银（-2.68%）、卫材（-1.99%）和三菱重工（-1.97%）。

In Tokyo, the Nikkei 225 Index went up by 288 points or 0.74 percent on Monday. Top gainers were Sumitomo Metal Mining (7.54%), Mitsubishi Materials (6.71%) and JX Holdings (6.11%). Biggest losses came from Softbank (-2.68%), Eisai (-1.99%) and Mitsubishi Heavy Industries (-1.97%).

日本10年期政府债券收益率升至0.98%的近11年高点。过去4周，日本10Y债券收益率上涨8.69个基点，过去12个月上涨58.60个基点。

Japan 10 Year Government Bond Yield increased to a near 11-year high of 0.98%. Over the past 4 weeks, Japan 10Y Bond Yield gained 8.69 basis points, and in the last 12 months, it increased 58.60 basis points.