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美元指數本周漲約0.2%,日元跌0.9%一度跌穿158財經新聞Financial News @ 2024-12-28T Back Hot News
Keyword:美元
Concept:美元指數
瑞穗證券外匯分析認為,美元走強日圓走弱的走勢有些過度,存在回調風險,又估計日本官員可能發出更強硬的干預警告。
巴克萊銀行駐新加坡的亞洲外匯期權主管MUKUND DAGA表示,盡管日本財務大臣和財務省發出警告,但仍看到對沖基金買入美元兌日圓看漲期權或數位期權,以期該貨幣升至160至165區間;以每百日圓兌港元來看,即約4.7至4.85水平。
美國聯儲局早前下調明年減息幅度,而日本央行12月未有加息,導致日圓已連日走軟,「平安夜」每百日圓兌港元則在4.95下落徘徊。高盛日本股票策略師BRUCE KIRK預計,由於日本政府可能出手,日圓兌美元失守160關口的機率微,料為海外投資者帶來買入日本股票的機會,形容現時日圓匯率是海外基金購入日股的「甜蜜點(SWEET SPOT)」,因後續日圓不會進一步貶值,甚至有機會升值,幫助外資平倉時賺取外匯收益。

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