1月份日债收益率飙升,吸引海外资金流入。据日本证券交易协会数据,1月日债净购买额达6.04万亿日元,仅次于2023年3月创下的6.08万亿日元纪录。 资金流入短期推升日元走强,但高盛认为只要宏观大环境保持风险偏好、利率差异维持稳定且财政扩张计划继续推进,日元的贬值压力就将持续存在。 据追风交易台,高盛在2月19日发布报告《日本资金回流值得关注哪些方面?》。报告指出最新的官方数据没有迹象表明日本资金...
Source Link1月份日债收益率飙升,吸引海外资金流入。据日本证券交易协会数据,1月日债净购买额达6.04万亿日元,仅次于2023年3月创下的6.08万亿日元纪录。 资金流入短期推升日元走强,但高盛认为只要宏观大环境保持风险偏好、利率差异维持稳定且财政扩张计划继续推进,日元的贬值压力就将持续存在。 据追风交易台,高盛在2月19日发布报告《日本资金回流值得关注哪些方面?》。报告指出最新的官方数据没有迹象表明日本资金...
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