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。
关税风波再起！市场将会如何演绎？
特朗普10%“全球关税”周二生效，15%关税实施时间表尚未敲定。报道：美国考虑对约六个行业加征新一轮关税，可能涵盖大型电池等。【关税风波再起，接下来该如何操作？】
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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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