（文章来源：每日经济新闻） 每经AI快讯，2月11日，美元兑日元跌破153，日内跌幅扩大至1%，现报152.85。 ...

（文章来源：每日经济新闻） 每经AI快讯，2月11日，美元兑日元最新价下跌0.86%至153.07。 ...

周三亚洲早盘，美元兑日元延续昨日跌势，跌破154.00整数关口，最低触及153.32附近，目前汇率报153.42，较前一交易日下 跌0.93，跌幅0.6218%。截至发稿，汇价在154.03附近弱势震荡，多空双方观望等待晚间美国1月非农就业报告指引。 非农数据不仅反映美国就业市场状况，更是判断美联储未来货币政策的关键。数据疲软将强化降息预期，利空美元、利多日 元，美元兑日元可能进一步下行测试153.00下方支撑；数据强劲则缓解美国经济担忧，为美元提供短期支撑，推动汇价反弹缓 解下跌态势。 昨日纽约尾盘，美元兑日元大跌1.01%，收报154.30，单日跌幅显著。此轮下跌核心是美国经济数据不及预期：美国12月零售 销售月率录得0%增长，远低于预期0.4%，较前月0.6%的增长明显回落，且同比增长2.4%低于当月消费者价格指数2.7%的同比 涨幅，反映实际消费萎缩。这一表现加剧市场对美国经济复苏乏力的担忧，打击美元多头信心，推动美元兑日元下行。 日元走势获得多重支撑，压制美元兑日元汇率。日本执政联盟在近期大选中获胜，市场关注其后续财政及汇率举措，日本财务 省官员口头干预言论也对日元形成支撑。市场对美联储降息预期升温 ...

美元兑日元跌幅扩大，最新报154.20，下跌1.07%。 ...

Core Viewpoint - The US dollar index is experiencing a significant decline, with a daily drop of 0.7%, impacting currency exchange rates [1] Group 1: Currency Movements - The euro has strengthened against the US dollar, with the EUR/USD pair breaking above 1.19, reaching its highest level since January 30, and showing a daily increase of 0.74% [1] - The USD/JPY pair has fallen below 156, reflecting a daily decrease of 0.78% [1]

Group 1 - The core viewpoint of the article is that the interest rate differential will be a major driver of the USD/JPY exchange rate following the resolution of political uncertainty in Japan due to the recent House of Representatives election [1] - The ruling coalition led by Prime Minister Fumio Kishida achieved a decisive victory in the election, which is expected to influence market dynamics [1] - Despite potential short-term caution from domestic institutions due to the end of the current fiscal year, demand for the yen may rebound in the new fiscal year [1] Group 2 - Foreign investors' interest in Japanese government bonds, particularly those hedged against foreign exchange risk, is likely to remain stable due to the suppression of U.S. bond yields by the Federal Reserve's accommodative policies [1]

Group 1 - The Chief Investment Officer of Asset Management One, Shigeki Muramatsu, indicated that if the Bank of Japan raises interest rates in April, the yen could strengthen to 150 yen per dollar [1] - Asset Management One manages approximately $512 billion in assets and is inclined to purchase ultra-long Japanese government bonds due to their relatively high yields compared to Japan's growth prospects [1] - Concerns about the slow pace of monetary policy tightening by the Bank of Japan have led to a weaker yen, although Muramatsu believes the situation is not as dire as perceived [1] Group 2 - The weak yen is expected to be a significant factor necessitating interest rate hikes by the Bank of Japan and the government, with a 69% probability of a rate increase before April, up from 40% at the end of last year [2] - Muramatsu noted that the coordination between the U.S. and Japan increases the likelihood of an earlier rate hike by the Bank of Japan, especially with U.S. Treasury Secretary urging Japan to allow further rate increases [2] - A drop in the dollar-yen exchange rate below 150 could pressure the Japanese stock market, but Asset Management One remains optimistic about long-term investments in risk assets by Japanese households [2] Group 3 - Following the Bank of Japan's January policy meeting, institutions like BNP Paribas and SMBC Nikko Securities have brought forward their expectations for the next policy adjustment to April [3] - The minutes from the January meeting indicated an increasing recognition among decision-makers of the necessity for timely interest rate hikes due to the impact of a weak yen on inflation [3] - Muramatsu highlighted the attractiveness of 30-year Japanese government bonds, which stabilized at around 3.64% after a previous surge, despite concerns over fiscal sustainability due to proposed tax cuts [3]

Group 1 - The USD/JPY exchange rate is experiencing a rebound, currently trading around 155.2600, with a daily increase of 0.36 and a percentage rise of 0.3166% [1] - The daily high and low for USD/JPY are 155.51 and 154.68, respectively, indicating a recovery from recent lows driven by a technical rebound after prior overselling [1] - The technical analysis shows that since the peak near 159, USD/JPY has been trading within the 152-156 range, with current support near the 200-day moving average around 151 [1] Group 2 - Market focus is on the Bank of Japan's policy dynamics, with the release of the January monetary policy meeting minutes expected to influence the yen's movement and the global currency market [1] - The USD index is reported at 97.154, maintaining a narrow trading range, which provides a relatively stable environment for USD/JPY fluctuations [2] - The interest rate differential between the Federal Reserve and the Bank of Japan, along with structural vulnerabilities in the USD's 200 billion carry trade positions, are limiting the medium-term upside for USD/JPY [2]

本文源自：金融界AI电报 美元指数DXY短线走高10点，现报96.83。美元兑日元USD/JPY日内涨幅扩大至1.00%，现报154.60。 ...

Group 1 - The core point of the articles highlights the pressure on the Japanese yen due to a combination of low inflation, fiscal concerns, and political uncertainty, leading to a strong rebound of the USD/JPY exchange rate [1] - The Japanese Prime Minister's large-scale spending and tax cut plans have raised fiscal concerns, while the political turmoil surrounding early elections has further weakened the yen, indirectly supporting the USD/JPY rebound [1] - The Bank of Japan's policy is a key variable affecting the yen's performance, as the central bank maintained interest rates but raised economic and inflation forecasts, signaling potential future rate hikes [1] Group 2 - The USD's rebound lacks sufficient momentum and is hindered by economic and policy uncertainties, including decisions from the Trump administration and the Federal Reserve's policy shifts [2] - There is a growing divergence in Federal Reserve policy expectations, with some officials supporting further rate cuts, which undermines market confidence in the dollar [2] - The technical outlook for USD/JPY indicates bearish signals, with the price struggling at key moving averages and momentum indicators showing weakness, suggesting a high probability of short-term declines [2]