日元贬值压力缓解，中金认为美股不宜追高，工业企业盈利能力继续修复---0528宏观脱水

华尔街见闻05-28

尽管新的NISA计划鼓励个人投资者在日本进行海外投资，但外国证券投资(FPI)仍然是日元的买入因素。外国直接投资(FDI)仍然是日元的一个抛售因素，日元供需的整体改善还不足以推动日元的上涨。日本政府在第二季度实施的日元买入干预措施有助于推动日元从弱势向强势过渡。预计在可预见的未来，美元兑日元将稳定在155日元/美元附近。科技股有业绩支撑并非只靠估值，但更多集中在少数龙头，而周期板块的实际盈利改善...

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