日本央行行长暗示加息 市场仍押注日元走弱

格隆汇
Dec 08, 2025

12月8日,市场猜测日本央行本月有望加息,但参与者仍押注日元将继续走弱。美国银行野村控股和加拿大皇家资本市场的交易员表示,投资者的仓位反映了这种押注。花旗集团针对日元的“痛苦指数”仍深陷负值区间,显示市场对日元的负面情绪持续存在。即便在日本央行行长植田和男暗示利率可能很快上调、且日本央行据悉准备在经济或金融市场未受到重大冲击的情况下在12月加息,投资者依然坚持看空日元。原因在于,即使日本央行采取行动,日本的收益率仍预计大幅低于美国,这对美元更为有利。

美国银行亚太区G-10货币交易主管伊万·斯塔梅诺维奇表示:“仓位仍倾向于押注美元兑日元在年底前继续走高,除非日本央行带来真正的意外,否则这种趋势不会改变。”他补充说,植田的鹰派言论引发了关于这一货币对的讨论,但市场情绪并未出现实质性转变。

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责任编辑:栎树

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