格隆汇5月12日|瑞穗证券建议平仓美元兑日元空头头寸,因中美贸易谈判取得进展后,预计未来数月美国实际利率将保持相对较高水平。瑞穗称,预计美元将在欧洲和美国交易时段延续涨势并突破148.50;谈判缓解了市场对美国降息的猜测。“持有美元兑日元空头头寸的投资者正面临较大压力,因此平仓并转为中性立场是审慎之举,”瑞穗证券首席策略师Shoki Omori表示;他建议,若关税谈判仍引发美元下行风险,应通过美元...
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