美国银行策略师建议投资者买入美元/日元，借此对冲中东地缘政治紧张局势加剧的风险，理由是日本 严重依赖从该地区进口石油。Shusuke Yamada等该行策略师在报告中写道，建议买入美元/日元，目标 价定在152.0，止损位设在142。美国基本上能源独立，而日本几乎所有石油需求都依赖进口。日本超过 90%的石油进口来自中东；如果油价持续高企，美元/日元可能也会走高。考虑到7月20日日本参议院选 举前的财政和政治风险，以及日本央行的鸽派言论，美元/日元可能会表现出色。若执政联盟在选举中 失利，将增加日本的财政风险溢价，足以推动该汇率大幅上涨。 周一美元/日元进入伦敦盘维持升势，从亚洲盘初的146.00升至147.21突破147.00后，将远高于下降的 100日均线切入位146.80，进一步远离日线一目均衡云区144.90-145.55。美元/日元现创5月14日触及 147.66日元以来高位，进一步逼近5月高点148.65日元，日元持续处于弱势，中东局势和能源担忧拖后 腿，在市场强烈做多日元的情况下尤其如此，只有中东紧张局势缓和，才能阻止当前的美元升势。 美元对日元汇率昨日从148.01高点跌至146.00，今日在 ...

Core Viewpoint - Nomura Holdings indicates that rising yen yields are prompting Japanese investors to withdraw from U.S. assets, alongside implicit exchange rate pressures from Washington, which may lead to a 6% appreciation of the yen against the dollar in the coming months [1] Group 1: Currency Trends - Nomura recommends shorting the USD/JPY pair, targeting a decline from approximately 145 yen to 136 yen by the end of September [1] - The steady pace of interest rate hikes by the Bank of Japan is expected to encourage domestic investors to allocate more to local bonds rather than overseas bonds [1] Group 2: Trade and Market Sentiment - Concerns over a depreciating yen, particularly during sensitive bilateral trade negotiations, may exacerbate U.S. worries regarding the USD/JPY exchange rate [1] - Analysts do not anticipate any symbolic foreign exchange agreements between the U.S. and Japan, but the market still expects a tacit understanding regarding a weaker dollar [1]