高盛预计，未来12个月日元兑美元将升至150，逆转了7月采取的看跌立场。高盛认为日本国内政策转变以及资金可能回流日本，改善了日元前景。
高盛策略师Karen Reichgott Fishman将美元/日元汇率12个月预测从165下调至150，同时把3个月和6个月的预测分别下调至158和155。她在报告中表示，这一调整主要反映日本央行加息步伐加快，以及日本资金回流国内资产的可能性上升。
Fishman表示，更快的加息步伐削弱了扩张性财政政策带来的通胀影响，也减轻了日元的贬值压力。虽然投资组合资金流向发生转变仍只是猜测，但这种可能性上升，使美元/日元汇率面临不对称下行风险。
此前，美国银行也上调了日元汇率预测，预计年底前将升至1美元兑149日元。
日元兑美元周五一度升至158.28。日本财务大臣片山皋月表示，美国总统特朗普与日本首相高市早苗会晤时对日元疲软表达了关切。
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