7月日本通胀数据略高于预期,进一步引发市场对日本央行(BOJ)最早可能在10月加息的猜测。尽管日元近期表现疲软,但随着美联储政策预期转向鸽派、日本央行紧缩政策临近,市场持仓结构与宏观动能或迎来转变。当前美元/日元仍在关键阻力位附近高位震荡,但从长期视角看,四季度日元有望走强。折线图与柱状图显示日本全国通胀趋势。2025年7月日本总体消费者物价指数(CPI)同比上涨3.1%,核心核心CPI(剔除...
Source Link7月日本通胀数据略高于预期,进一步引发市场对日本央行(BOJ)最早可能在10月加息的猜测。尽管日元近期表现疲软,但随着美联储政策预期转向鸽派、日本央行紧缩政策临近,市场持仓结构与宏观动能或迎来转变。当前美元/日元仍在关键阻力位附近高位震荡,但从长期视角看,四季度日元有望走强。折线图与柱状图显示日本全国通胀趋势。2025年7月日本总体消费者物价指数(CPI)同比上涨3.1%,核心核心CPI(剔除...
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