Japan's move is a bit aggressive.

A country that has relied on printing money for 28 consecutive years has surprisingly posted a primary budget surplus this year—this is a shock to the global financial community. The former "fiscal monster" has suddenly learned to tighten its belt, pouring trillions into strategic industries while strictly maintaining fiscal discipline. Such "restraint with bold measures" is rarely seen on the international stage.

The market's chain reaction has already begun.

First is the yen. The yen, which has been depreciated for years, now has a reason to turn around—restoring confidence suggests that the depreciation cycle may be nearing its end. The currency market has already sensed this signal, and the logic chain for a strong yen rebound is taking shape.

Second is the sharp decline in debt pressure. Trillions of government bonds have always loomed over Japan, and although this year's surplus isn't large, its symbolic significance is enough—indicating that structural adjustments are starting to take effect. The trigger for the debt bomb has been moved.

Most importantly, the attitude of capital has shifted. Institutional investors are recalculating the value of Japan's sector. High-end manufacturing, semiconductors, green energy... these sectors are suddenly more attractive under the new fiscal landscape. Nightly revaluation of capital is underway.

From passive liquidity injection to active and precise breakthroughs, Japan's turnaround will continue to shake the global macro landscape—yet one thing is clear: the revaluation cycle of traditional developed economies may have already started.