Mizuho IR策略师预计美国经济放缓料推动日元汇率年底升至153

环球市场播报
Oct 07

  Mizuho Investor Relations投资分析部门高级策略师Kengo Suzuki表示,美国经济主要受到人工智能(AI)热潮支撑,但已显现放缓迹象,预计日元兑美元到年底将升至153左右。

  Suzuki称,美元当前强势“过度”,预计到2027年3月底,日元兑美元将升至150左右

  鉴于美国房贷利率高于7%,美国经济可能在六个月内逐步开始放缓,进而限制美元上涨空间

  如果日元汇率接近159,看涨日元的观点可能需要重新评估,200日移动均线所在的158.5水平将受到关注

  日本和美国对于阻贬日元的共识具有重要意义;如果日元持续贬值并跌破160,干预预期料抑制做空日元

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