美元/日元：预计将在156附近保持稳定 - 大华银行

美元/日元：预计将在156附近保持稳定 - 大华银行

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美元/日元预计将在156附近徘徊，因为日本的预算大致符合预期，而东京的通胀坚挺进一步巩固了日本央行（BOJ）逐步收紧政策的路径，星展银行（DBS）高级外汇策略师常伟良指出

根据星展银行高级外汇策略师张伟良的分析，美元/日元预计将在156附近徘徊，因为日本的预算大致符合预期，而东京的通胀坚挺进一步巩固了日本央行的渐进加息路径。

日本预算被视为温和扩张

“美元/日元应在156附近保持稳定，市场将高市的补充预算视为扩张性，但仍在预期范围内。与北京的关系最近变得更加紧张，可能会抑制中国游客流入日本，但这不应对日元产生显著影响。”

“与此同时，东京11月份的CPI通胀为2.7%，这应增强日本央行渐进加息的信心。”

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