日股狂欢难掩债汇风波,“高市交易”究竟是机会还是陷阱?

华尔街见闻
Feb 15

随着高市早苗在上周日的选举中取得胜利,日本股市本周接连创下历史新高,日经225指数累计上涨5%。然而,在这场被市场称为“高市交易”的狂欢背后,部分投资者开始担忧这是否正在演变成一个陷阱,甚至有交易员警告目前的市场平静可能只是“暴风雨的前奏”。 尽管股市欢腾,但日本债券和外汇市场却表现出与选举前截然不同的相对平静。此前,市场曾因担忧高市早苗激进的财政支出计划而大幅波动。目前这种股债市场的脱节表明,...

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