飞鸿踏雪XG
2025-12-19
我认为日元加息会导致美股估值端的提高。因为carry trade是借日元买美债，来做无风险套利；如果日元加息，那么相应的美债买的就少了，从而导致十年期以上的美债市场利率下行，进而使得美股的估值提高。
和谈进展再陷僵局！市场将会如何演绎？
周二特朗普宣布暂停对伊朗基础设施的打击计划两周，前提是伊朗开放霍尔木兹海峡。伊朗称谈判10日开始。受美伊停火提振，美股指创2020年来最大逼空，美股三大指数涨超2%，标普500连续第六个交易日上涨，创去年9月以来的最长连涨。【和谈进展再陷僵局，市场将会如何演绎？你的交易策略是？】
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年富一年
2025-12-19
年富一年
买美债的少了 需求不足，美债供给还那么多，肯定是价格下降 收益率提高…逻辑应该是这样的吧..
xdxd
:
对啊对啊
FrankCollins
2025-12-19
FrankCollins
这个逻辑可以，日元加息确实会压制美债利率。
什么也没有了～
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