机构:日股具有吸引力,尤其是美/日高于152时

格隆汇
Oct 02
T. Rowe Price投资组合经理David Clewell在报告中表示,日本股票看起来具有吸引力,尤其是在美元兑日元高于152时。152这一水平具有重要意义,因为它大体符合日本央行季度短观调查中日本企业采用的汇率假设。当日元弱于这一水平时,可能推动市场上调日本出口企业的盈利预期。

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