先抛后买大反转！海外资金上周狂买153亿美元日债，规模创一年来新高

智通财经04-09

智通财经APP获悉，海外投资者上周大举增持日本债券，买入规模创下一年来新高，此前大规模债券赎回导致其持仓量有所减少。日本财务省周四发布的初步数据显示，全球基金上周净买入日本债券2.42万亿日元(约合153亿美元)，为2025年4月以来最高水平;而此前一周，这些基金抛售了类似规模的债券。日本国债季度末赎回量通常会激增，3月20日当天赎回量就超过20万亿日元。三菱日联摩根士丹利证券公司的债券策略师...

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Overseas funds frantically bought $15.3 billion in Japanese bonds last week, a one-year high","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"EWJ":0.62,"BNDW":0.78},"content_text":"智通财经APP获悉，海外投资者上周大举增持日本债券，买入规模创下一年来新高，此前大规模债券赎回导致其持仓量有所减少。日本财务省周四发布的初步数据显示，全球基金上周净买入日本债券2.42万亿日元(约合153亿美元)，为2025年4月以来最高水平;而此前一周，这些基金抛售了类似规模的债券。日本国债季度末赎回量通常会激增，3月20日当天赎回量就超过20万亿日元。三菱日联摩根士丹利证券公司的债券策略师Kazuya Fujiwara表示：“部分上周赎回资金可能被重新投资于日本国债。这实质上表明外国投资者对日本国债的兴趣并未减弱，令人欣慰。展望未来，海外投资者买入日本国债的总体趋势可能会持续下去。”大量赎回后，外国资金流入日本债券市场受通胀持续高企的影响，日本10年期国债收益率已创下近30年来的新高。虽然名义收益率比同期限的美国国债低约1.9个百分点，但美元持有者可以通过货币对冲获得额外3%的收益。PineBridge Investments JapanCo.债券投资主管Tadashi Matsukawa表示：“日本国债收益率持续攀升，已与全球水平持平。因此，它们可能对外国投资者具有吸引力，并成为投资目标。”","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.43.1","shortVersion":"4.43.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2626906654","isCrawlerRequest":true}