美联储鹰派立场叠加日本政策不确定性,美元兑日元升破151关口创四月新高

英为财情
Aug 01, 2025

美元兑日元周五亚市上涨至151.20上方,刷新自3月底以来新高,因美联储鹰派基调强化,叠加日本政策不确定性持续打压日元。周四,日本央行如预期维持利率不变,但行长植田和男在会后讲话中表现出审慎态度,强调需要观察美国关税变化对日本经济的影响,令市场降低了对短期加息的预期。尽管日本央行将2025财年的核心CPI预期从2.2%上调至2.7%,并保留年内加息选项,但市场解读整体基调偏鸽,令日元承压。“...

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