【特朗普行情退潮 日本投资者严阵以待迎战央行决议与财报季】金色财经报道，美日出人意料的贸易协定引发市场剧烈震荡，推动日股创历史新高并触发国债抛售潮，但狂欢过后投资者正重新审视本土风险。“协议达成带来巨大解脱感，但市场现在说：且慢，别高兴太早，”瑞穗银行经济与战略主管Vishnu Varathan表示。焦点转向未来数日的关键事件，或将揭示今年表现逊于区域同行的日股走向。尽管日本央行下周四政策会议大概率维持利率不变，但任何暗示9月加息的蛛丝马迹都可能冲击股债市场。投资者同时紧盯富士通、东京电子和日产汽车等企业的财报，这些数据虽来不及反映贸易协定影响，却能揭示企业在长期高关税环境下的真实韧性——即便相比最坏情境已属乐观。
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