【油价高企叠加日元走强形成压制,日本股市走低】受美伊冲突再度升温预期支撑,油价维持涨势,同时日元小幅走强打压出口企业,日本股市早盘下跌。日经指数跌幅扩大至1%。软银集团对东证指数的拖累最大,下跌3.6%。指数成分股共1635只,其中336只上涨、1258只下跌、41只持平。当日早些时候公布的日本通胀数据,印证日本央行在加快政策正常化节奏后,将继续上调基准利率的立场。三井住友DS资产管理首席市场策略师市川雅宏表示:“市场对日本央行加息的定价似乎过度。如果这一预期发酵过头,市场对经济的担忧会加剧,进而压制银行、保险等金融股。”
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