花旗集团分析师指出作为日本与美国关税协议一部分的5500亿美元投资基金可能会大量动用日本1.3万亿美元的外汇储备。美国国

智通财经
Sep 12, 2025
花旗集团分析师指出作为日本与美国关税协议一部分的5500亿美元投资基金可能会大量动用日本1.3万亿美元的外汇储备。美国国债是日本外汇储备的核心组成部分花旗分析师认为日本动用这些美债可能引发连锁反应导致长期美债收益率上升。这反过来可能促使美国向日本施压要求其延长所持美债的期限。“我们并不是预期多边汇率政策会出现重大转向从而催生类似‘海湖庄园协议’的结果但存在达成某种双边‘迷你海湖庄园协议’的可能性”花旗分析师Osamu Takashima等人在报告中指出。“从汇率政策的角度看我们认为会持续地朝美元疲软和日元坚挺的方向倾斜。”。

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