Bank of Japan's interest rate hike triggers a positive explosion: the shoe drops, Nikkei surges 1%, opportunities arise❗️❗️❗️
On December 19, 2025, the Bank of Japan raised interest rates by 25 basis points to 0.75% — the highest level in 30 years. What was initially a market concern of 'bad news' turned into a big surprise: the Nikkei 225 closed up 1%, with AI-related stocks leading the charge; government bond yields broke 2% but remained stable, and the yen weakened briefly before stabilizing. Why was there no panic this time, and instead, it excited investors?
Why did bad news turn into good news? $BTC
💥1 Expectation 100% digested: the market had already priced in the rate hike, and it passed unanimously with no surprises. Funds adjusted in an orderly manner, avoiding last year's 'unexpected rate hike' style carry trade liquidation storm.
💥2 Loose monetary policy not fundamentally changed: real interest rates are still negative, the central bank emphasizes 'gradual normalization', the economy is gently recovering, and rising wages support consumption.
💥3 Establishment of a positive inflation cycle: the wage-price mechanism is solid, breaking free from the deflationary swamp. Governor Ueda signals: if data meets expectations, continue to raise rates!
After the rate hike, there are big opportunities in Japanese assets $ETH
• Stock market: bank stock interest rate spreads widen, domestic demand + tech stocks explode, the Nikkei may hit new highs.
• Yen: mild fluctuations benefit imports, corporate profits remain stable.
• Global impact: carry trade reversal limited, Asian stock markets boosted.
Conclusion: With bad news exhausted, Japan welcomes the 'interest rate normalization' spring! High dividend and domestic demand stocks are timely, and 2026 is even more worth looking forward to. Risks? Gradual, spring has truly arrived! $XRP #日本加息 #日本央行加息 #巨鲸动向 🐶p u p p i e s 🐶
