日本投资者上月抛售了自2024年以来最大规模的海外债券

Odaily星球日报讯 上个月,日本投资者抛售了自 2024 年以来最大规模的海外债券,市场观察人士正在仔细观察资金流动,以寻找日本国内收益率上升引发资金回流的迹象。根据日本财务省周四公布的初步周度数据,2 月份日本投资者对海外债券的净出售额为 3.42 万亿日元,根据另一份国际收支数据显示,这是自 2024 年 10 月以来最大的月度出售额。大部分出售额发生在截至 2 月 20 日的一周内。东京三井住友信托银行高级市场策略师 Ayako Sera 表示,由于日本国债价格下跌迫使寿险公司计提减值损失 ,他们可能正通过出售外国债券来调整整体利润,鉴于国内收益率上升,对外国债券的需求可能已经放缓。(金十)

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