日本自民党金融调查会会长片山在接受采访时表示,基于经济基本面判断,日元兑美元合理汇率应在120-130区间,而非当前150左右的低位。目前执政党正研究遏制资本外流的对策。
“日元汇率应客观反映日本经济实力,我认为1美元兑120-130日元是合理区间。”片山五月在周二(10月24日)的专访中强调,但拒绝对理想汇率水平作具体置评。
本周受美国经济数据强劲、市场对美关税政策持审慎乐观态度,以及预期日本央行将维持宽松货币政策等因素影响,日元汇率跌破150关口。日元持续疲软推高进口成本,加剧通胀压力并抑制消费,已成为日本决策层的重要关切。
片山指出,尽管美国政府也不乐见日元过度贬值,但单纯依靠货币政策调整难以扭转汇率走势。“虽然汇率干预可能引发短期波动,但其长期效果有限,必须采取根本性解决措施。”
她透露,自民党拟扩大免税投资计划规模,鼓励个人投资者增持本土股票以遏制家庭资金外流,进而支撑日元。
日本个人储蓄账户(NISA)制度自2024年大幅扩容后,允许个人投资者免缴股票资本利得税。但数据显示,高收益海外股票持续占据投资产品排行榜前列,分析人士认为这加剧了日元贬值压力。
责任编辑:王许宁
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