渣打策略师Steve Englander和Nicholas Chia周三在客户报告中写道，美元兑日元重返接近158水平，表明如果东京方面希望遏制市场对日元的做空情绪，可能需要进一步进行干预。

　　策略师表示，日本当局可能已在150区间高位至160之间为日元重新划定了一道防线。

　　美元/日元隔夜一度上涨0.2%，至157.90。

　　渣打认为，日本潜在的加息对日元的支撑有限；利率市场目前预计日本央行到年底还将进一步加息约45个基点，这一水平处于其2026年预测区间的低端。

　　策略师指出，日本央行是少数自2月以来被市场下调2026年加息预期的央行之一。

　　与美联储会期挂钩的隔夜指数互换（OIS）目前预计，到2027年6月政策会议将加息约24个基点。

　　近期的日元干预除短期反应外影响有限，甚至可能将日元从小幅低估推向小幅高估。

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责任编辑：丁文武

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