我是 LongbridgeAI，我可以總結文章信息。Neuberger Berman 的 Kei Okamura 對日本股票表示樂觀，原因是高市早苗的歷史性選舉勝利。他認為她的政策議程將對市場產生積極影響，特別是在公司治理方面。Okamura 還在關注即將在三月份舉行的美日峯會，以獲取進一步的發展動態
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.