日元继续与美元一道走强 · 外汇每日快照

关键论点

• 自7月底以来干预风险上升，尽管美元整体走强，仍在抑制USD/JPY的上行空间。
• 日本利率市场预计日本央行将在12月前再次加息，并在明年年中前累计收紧约75个基点。
• 三菱日联预计在当前美元全面走强的环境下，日元兑非美元交叉盘将继续跑赢。
• EUR/JPY自7月底高点已下跌约5.5%，跌至近一年最低水平。

对应原文证据

1. 1 13th October 2026 JPY continues to trade on stronger footing alongside USD 13 th October 2026 JPY: Heightened intervention risk & BoJ policy normalization remain in focus The yen has strengthened modestly overnight resulting in USD/JPY moving back closer towards the 158.00-level. · October 2026
2. The heightened risk of further intervention from Japan to support the yen is still helping to curtail upside for USD/JPY even as the US dollar continues to strengthen against other major currencies.
3. Prime Minister Takaichi reiterated overnight when speaking to parliament that the US and Japanese finance ministers are still in close contact on foreign exchange, and that the yen was raised as an issue at the latest US-Japan Summit in general terms.