马来亚银行全球市场外汇研究与策略区域主管Saktiandi Supaat:日元后续走向更多将取决于美联储与日本央行的政策分歧,而非国内政治。如果石破辞职升级为自民党内部的不稳定性,市场可能会以更大的政治风险溢价来定价,从而放大流入日元的避险资金潮,并平抑日本国债收益率的压力。
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