智通财经APP获悉，日本ETF全线走低，截至发稿，南方两倍做多日经(07262)跌5.2%，报163.05港元；南方日经225(03153)跌3.06%，报123.55港元；恒生日本东证一百(03410)跌1.31%，报6.78港元。而南方两倍做空日经(07515)涨4.27%，报17.58港元。
消息面上，周五，日经225指数日内跌超2.5%，东证指数跌超1%。值得注意的是，日元已连跌一周，油价高企、美元走强以及伊朗冲突持续对日元构成压力。此外，日本10年期国债收益率持续上涨，一度触及2.700%。市场担忧日本市场出现股债汇三杀。
东方证券香港发布研报称，日经225权重股充分享受AI时代带来的戴维斯双击；日本政府通过财政补贴的方式缓解了通胀的影响，但通胀效应仍将持续传导，日本央行在6月加息预期有所升温；日本政府正通过释放原油储备及财政补贴的方式缓解影响，但长期黑天鹅风险仍存。
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