【对冲基金14个月来首次转多日元,套息交易迎来逆转信号?】智通财经APP获悉,美国商品期货交易委员会(CFTC)周五公布的数据显示,对冲基金在截至 9 月 15
日的一周里清空了针对日元的空头押注,并开始建立日元走强的多头仓位——这是 2025 年 7
月以来杠杆资金首次整体转多日元,也是美日当局联手干预汇市数周之后一次值得注意的情绪转变。这些基金目前持有的日元看多头寸约为 2510 亿日元(16
亿美元)。
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