智通财经APP获悉，南方两倍做多日经(07262)午后跌超5%，截至发稿，跌3.89%，报196.4港元，成交额135.91万港元。
消息面上，美国商品期货交易委员会(CFTC)数据显示，截至6月30日，期权和期货市场杠杆交易员将日元空头头寸增至近13.8万份合约，押注日元将进一步贬值。随着美元兑日元突破162关口，日元跌至1986年以来最低水平，市场再次猜测日本政府何时会出手干预以支撑日元汇率。
海通国际指出，4月以来日经平均指数的急涨行情中，对AI概念的过度依赖令投资者对日本市场回调的警惕也日益增强。然而，最近显现出的选股范围扩大趋势，表明从AI领域撤出的资金并未大规模流出股市，而是流向了其他板块，日本股市的整体的上涨动能仍较强。
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