高盛上调日元汇率预期，目标从155调至165，看好日元利差交易

环球市场播报

07/06

　　高盛表示，除非美国经济突发超预期下行冲击，或是日本央行转向激进收紧货币政策，否则美元兑日元将持续承受上行压力。

　　卡马克希亚・特里维迪（KamakshyaTrivedi ）等策略分析师在研报中写道：“美国收益率长期维持高位、经济衰退风险较低、财政隐忧持续存在，叠加日本央行加息节奏平缓，整体宏观环境预示日元将持续面临贬值压力。”

　　该行将一年期美元兑日元汇率预测值从155上调至165；

　　三个月、六个月美元兑日元目标价分别看至162、163，此前预测值分别为160、158。

　　“我们仍建议将日元作为融资货币，搭配其他低息G10货币，布局新兴市场高利差资产。”

　　高盛同时下调欧元兑美元汇率预期：12个月目标价从此前1.20下调至1.12，六个月目标价由1.18下调至1.12。

海量资讯、精准解读，尽在新浪财经APP

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href=https://finance.sina.com.cn/stock/usstock/c/2026-07-06/doc-inifvkkk8574536.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>高盛表示，除非美国经济突发超预期下行冲击，或是日本央行转向激进收紧货币政策，否则美元兑日元将持续承受上行压力。\n　　卡马克希亚・特里维迪（KamakshyaTrivedi ）等策略分析师在研报中写道：“美国收益率长期维持高位、经济衰退风险较低、财政隐忧持续存在，叠加日本央行加息节奏平缓，整体宏观环境预示日元将持续面临贬值压力。”\n　　该行将一年期美元兑日元汇率预测值从155上调至165；\n　　三个...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-07-06/doc-inifvkkk8574536.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"DFIS","symbol_name":"Dimensional International Small Cap 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