日本10年期公债收益率周三创下18年来新高，因有关明年政府支出规模的报导引发财政疑虑。日本10年 期公债收益率上升 3 个基点至 1.980%，创2007年6月以来新高。三井住友 信托资产管理公司高级策略 师稻留克俊表示："有关政府支出的报告引发人们对财政健康状况恶化的担忧。"路透援引消息人士的说 词报导，日本2026财年预算草案的总支出可能将超过120万亿日元，创下历史纪录，超过本财年115万亿 日元的规模。对支出增加的担忧促使投资者抛售较长期限的日本公债，而较短期限的债券则因预期日本 央行加息而被抛售。处于曲线中间的10年期公债收益率对这两种题材都会做出反应。三菱UFJ摩根士丹 利 证券资深固定收益策略师Keisuke Tsuruta表示，10年期公债的抛压在午后加剧，此前日本央行购债操 作显示，存续年限10年左右的购债操作结果疲弱。 ...

Core Viewpoint - Japan's 10-year government bond yield has reached its highest level since 2008, indicating significant changes in the bond market and potential implications for investors and the economy [1] Group 1 - The yield on Japan's 10-year government bonds has increased, reflecting a broader trend in rising interest rates [1] - This rise in yield may impact borrowing costs and investment strategies within the financial sector [1] - The current yield level suggests a shift in investor sentiment and expectations regarding future economic conditions in Japan [1]

Core Viewpoint - The yield on Japan's 10-year government bonds has increased by 2.5 basis points to 1.43% [1] Group 1 - The rise in the 10-year bond yield indicates a potential shift in investor sentiment towards government debt [1] - The increase in yield may reflect expectations of future interest rate changes or inflationary pressures in the Japanese economy [1]

Group 1 - The core point of the article is that Japan's 10-year government bond auction had a bid-to-cover ratio of 3.66, marking the highest level since April 2024 [1]