王涵:日本大选后,日元日债稳住了吗

第一财经
Feb 11

全球秩序从单极化向多极化演进,正在系统性地重塑全球大类资产的定价逻辑。   新华社2月9日援引日本广播协会开票数据报道,在8日举行的日本众议院选举中,自民党获得316个议席,执政联盟赢得过半数议席。我们此前在《2026年潜在的六只地缘“黑天鹅”》中曾指出,“亚太地区机会主义主体的战略冒险”是2026年需关注的重要地缘风险之一。   年初以来,日本资本市场出现大幅波动,日元、日债双双走弱,日元避险...

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