我认为日元加息会导致_老虎社区_美港股上老虎 - 老虎社区

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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。

# 打击降息预期！美股后市将如何演绎？

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年富一年
·2025-12-19
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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..
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- xdxd:
  对啊对啊
  2025-12-24
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FrankCollins
·2025-12-19
这个逻辑可以，日元加息确实会压制美债利率。
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