周一早间交易时段，美元兑日元（USD/JPY）突破 149 关口。市场普遍认为，高市早苗当选自民党总裁后，将阻碍日本央行加息；但激进的外汇交易员将关注上周五以来价格走势中出现的典型缺口，以寻找反向操作机会。

　　此外，日本货币政策走向仍存在较大不确定性 —— 高市早苗若要出任首相，仍需获得反对党议员的联合支持。这意味着，150 关口仍将是美元兑日元难以突破的关键阻力位。

　　至少日元走弱有望为日本股市带来开门红。而日本国债的反应将更为复杂：日元越疲软，就需要越高的收益率来抵消由此引发的通胀传导效应。

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