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德商银行:若日本央行未明确释放加息信号,日元或下跌

2026-04-27 18:44:56

ChainCatcher 消息,德国商业银行分析师福尔克马尔·鲍尔在一份报告中表示,如果日本央行周二维持利率不变且对未来加息持谨慎态度,日元可能走弱。他表示,市场预期日本央行将给出相当明确的信号,表明可能在6月加息——至少前提是届时伊朗冲突有所缓和。

如果这一信号未能出现,日本财务省关于干预以支撑日元的警告将“不再有多大帮助”。鲍尔称,在这种情况下,美元兑日元USD/JPY可能升至160上方。

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