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。
市场鹰派预期引爆!还没到抄底的时候?
周五,特朗普提名沃什出任美联储主席,引爆市场鹰派预期,美国PPI通胀数据意外抬头,美股跌,美元创去年5月以来最大单日涨幅,贵金属暴跌。【大家觉得现在是否已经跌到位了?后市你的操作策略是?】
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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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