日元反弹之际 日本散户逆势加码做空

格隆汇
Sep 09
在日本散户投资者看来,日元的强势反弹并未动摇他们的看空立场,即便日元已攀升至数月高位,但散户们仍在增加日元空头头寸。据日本金融期货协会和东京金融交易所相关数据显示,上周日本散户持有约3.61万亿日元(合235亿美元)的日元净空头头寸,较8月有所增加。7月日元空头押注曾达到4.41万亿日元,为2015年以来最高水平。 日本散户长期以来奉行反向操作策略:日元升值时卖出,贬值时买入。这与外资形成鲜明对比:随着日元飙升,海外投资者正急于解除日元套息交易头寸。对冲基金也在押注日元进一步走强,部分基金甚至预期美元兑日元将在年底前跌破150。瑞穗银行高级策略师Masayuki Nakajima表示:“若日元持续升值,这些散户可能最终被迫平掉美元多头头寸。”这反过来可能因止损抛售美元而进一步放大日元涨势。

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