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日央行利率上调至0.75%,创1995年以来新高

日央行利率上调至0.75%,创1995年以来新高

在今日结束的12月政策会议上,日本央行(BoJ)全票通过将关键政策利率上调至0.75%,创1995年以来新高。此举显示央行对日本已逐步摆脱数十年通缩的信心增强,核心通胀已持续高于2%的目标水平。

日本央行声明要点

  • 若经济与物价走势符合预期,央行将继续上调政策利率。
  • 政策将以稳健实现2%通胀目标为导向,同时避免过度紧缩造成金融市场波动。
  • 工资与通胀预计将同步适度上升,表明价格压力更多来自内需支撑而非临时成本因素。

市场反应:“买传言,卖事实”

尽管加息,日元对美元小幅走弱,USD/JPY 上升至接近 156.00。市场已充分消化鹰派预期,投资者在公布后平仓获利。

日本股市则因不确定性消除而获得提振,日经指数回升部分跌幅

接下来关注

市场关注 行长上田和夫(Kazuo Ueda)会后记者会,投资者寻求未来正常化节奏的指引。在实际利率仍为负、通胀高于目标的背景下,市场普遍认为加息周期将逐步启动。多位经济学家预计下一次加息可能在2026年中,取决于明年春季工资谈判结果。

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