我是 LongbridgeAI，我可以总结文章信息。Neuberger Berman 的 Kei Okamura 对日本股票表示乐观，原因是高市早苗的历史性选举胜利。他认为她的政策议程将对市场产生积极影响，特别是在公司治理方面。Okamura 还在关注即将在三月份举行的美日峰会，以获取进一步的发展动态
Kei Okamura of Neuberger Berman discusses Takaichi's historic election win and what her policy agenda will impact markets. He is positive on Japanese stocks as the corporate governance story continues to play out, and is keeping a close eye on the upcoming U.S.-Japan summit in March.