日元反弹进一步延续，日本数据走强外汇每日快照

关键论点

• 美元/日元跌破155.00关键支撑，暗示日元疲软可能出现重大逆转。
• 日本利率市场几乎完全定价9月22日日本央行加息25个基点，至2027年中期累计紧缩超过75个基点。
• 日本财相片山表示对日元升值感到满意，为进一步上涨开了绿灯。
• 创纪录的干预（986亿美元）和美日联合行动表明政策协同支持日元。
• 美国施压日本加快日本央行加息步伐，并受到薪资和GDP数据支撑。
• MUFG建议做空欧元/日元以利用日元动能。

对应原文证据

1. 1 8th September 2026 JPY rebound extends further alongside stronger Japanese data 8 th September 2026 JPY: Upward momentum extends further lowering USD/JPY back below 153.00 The yen has continued to rebound overnight resulting in USD/JPY back below the 153.00-level for the first time since February. · September 2026
2. The yen’s upward momentum was reinforced at the start of this week after USD/JPY broke below important support at the 155.00-level which had held earlier this year following intervention driven yen gains back in late April/early May and in late July/early August. · this week
3. The bullish technical development has encouraged speculation that abigger reversal of yen weakness could now be underway supported by a change in fundamental drivers including the hawkish repricing of BoJ rate hike expectations.