摩通:若圆汇突破155水平 日圆淡仓平仓或加速升势

AASTOCKS
Sep 04

摩通(JPM.US)      策略师表示,若日圆突破155兑一美元,大量日圆淡仓平仓可能进一步加速日圆升值。据估计,目前仍有16万亿日圆(约1,026亿美元)至17万亿日圆的日圆淡仓,在理论上完全平仓可将日圆推升至142至146兑一美元水平。本周较早时,日圆跌穿160兑一美元水平,其后市场对日本央行本月加息的预期升温,圆汇走强,现报156.29兑一美元。此前有传日本政府养老投资基金(GPIF)...

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