金吾财讯 | 汇丰亚洲外汇研究主管 Joey Chew 发布研报指出,美元兑日元难以维持持续走弱态势。汇丰经济研究团队预判,日本央行后续仅会再进行一次加息。
分析师认为,短期内美元兑日元汇率将受日方汇市干预风险约束,同时国际油价回落也会对汇价形成压制。若要从根本上改善日元走势,需多重政策协同:日本央行维持偏紧缩立场,推动实际收益率转正;坚守财政纪律,并出台资本流动相关举措,修正外汇市场供需失衡格局。
汇丰给出 2026 年底美元兑日元目标汇率 155,伦敦证券交易所集团数据显示,当前美元兑日元报价持平于 157.25。
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