
东京,11月11日——路透社月度民调显示,日本制造商的信心在11月升至五年多来的最高水平,半导体需求强劲支撑起广泛的乐观情绪,而非制造业的情绪则升至八年多来的最高水平。
TOKYO, Nov 11 - Japanese manufacturers’ sentiment rose to its strongest level in more than five years in November as booming semiconductor demand underpinned broad-based optimism, while the non-manufacturers’ mood hit its highest in over eight years, a Reuters monthly poll showed.
路透社制造商情绪指数在11月升至加27,为自2021年8月以来的最高读数,此前10月为加22。
The Reuters Tankan sentiment index for manufacturers rose to plus-27 in November, the highest reading since August 2021, from plus-22 in October.
这项民调是日本央行季度短观企业调查的领先指标,于10月27日至11月6日进行,收到508家企业中214家的回复。指数是通过乐观回复比例减去悲观回复比例计算得出,正数表示净乐观。
The poll, a leading indicator of the Bank of Japan’s quarterly Tankan business survey, was conducted from October 27 to November 6 and received responses from 214 of 508 firms. The indexes are calculated by subtracting the percentage of pessimistic responses from optimistic ones, with positive figures indicating net optimism.
制造商信心的改善由电子行业带动,该行业情绪从10月的加25跃升至11月的加39。
The improvement in manufacturers’ confidence was led by the electronics sector, where sentiment jumped to plus-39 in November from plus-25.
“半导体需求,尤其是内存需求,非常强劲,”一家电子机械公司的经理表示。
"Semiconductor demand, particularly for memory, is very strong," a manager at an electronics machinery company said.
包括一些芯片相关设备制造商的精密机械行业情绪也有所改善,从加38升至加42。
Sentiment in the precision machinery sector, which includes some chip-related equipment makers, also improved to plus-42 from plus-38.
“来自国内和国际的订单依然强劲,”一家精密机械公司的经理表示。
"Orders from both domestic and international remain robust," said a manager at a precision machinery company.



另一家机械公司的受访者表示,面向半导体市场的产品出货已达到“前所未有的水平”。
Another respondent at a machinery firm said that product shipments for the semiconductor market have reached an "unprecedented level".

石油炼油和陶瓷行业从加14升至加25,化工行业从加27改善至加33。
Oil refinery and ceramics rose to plus-25 from plus-14, while chemicals improved to plus-33 from plus-27.
非制造业指数从加23飙升至11月的加35,达到自2018年6月以来未见的水平。得益于强劲订单,信息和通信行业情绪从加8升至加29。
The non-manufacturers’ index surged to plus-35 in November from plus-23 to reach a level not seen since June 2018. Sentiment in information and communications rose to plus-29 from plus-8 thanks to strong orders.
服务业及其他行业指数从11月的加19大幅上升至加43。一位经理表示,“公司劳动力市场状况依然紧张,人才需求保持高位。”展望未来三个月,制造商预计情绪将小幅上升至2月的加28,而非制造商预计信心将降至加29。
Services and others rose strongly to plus-43 in November from plus-19. One manager said that "tight labour market conditions persist among companies, keeping demand for talent at a high level." Looking three months ahead, manufacturers expect sentiment to edge up to plus-28 in February, while non-manufacturers see confidence easing to plus-29.
调查发现,价格上涨和利率提高对两个行业都构成了压力,一些企业难以将成本增加转嫁给客户。你确定你的AI不是在对那只股票产生幻觉吗?无论哪种情况,它都听起来很自信。问题就在这里。InvestingPro是专为投资者打造的AI。
Rising prices and higher interest rates weighed on both sectors, the survey found, with some firms struggling to pass on increased costs to customers. Are you sure your AI isn’t hallucinating about that stock? It sounds confident either way. That's the problem. InvestingPro is purpose-built AI for investors.
WarrenAI Analyst 2.0每个问题会循环处理高达10次的实时数据,在回答前自行核查,让你无需再进行事实核查。
WarrenAI Analyst 2.0 loops through live data up to 10 times per question, checking its own work before it answers, so you can skip the fact-checking.
ProPicks AI能选出其他人遗漏的股票。我们的旗舰科技巨头策略在三年内的回报率是标普500指数的2.3倍。限时优惠,现在降价55%。
ProPicks AI picks stocks others miss. Our flagship Tech Titans strategy has returned 2.3X the S&P 500's returns over three years. Now 55% off for a limited time.