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日元貶值並非總是利好日本經濟,日本出口數量未因此而明顯增加,日元快速貶值不利於居民實際收入及購買力的修復,且或會在短期降低日元資產的國際吸引力。我們認為日本有可能再度入場支持日元,日銀年內還將加息兩次至0.5%左右,應關注美國通脹走勢對美日匯率的影響,短期或
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