等待是我的宿命
2024.09.07 13:59

日元做多逻辑

美国减息己经确定，降越多对日元越有利，日本加息，加到什么位置还不清楚，以上部分可能部分已经 price in 了，还有一点是借出来的日元并没有买美股而是拿去吃利息了，这部分会随着美国降息的幅度慢慢一点点回到日本，从而逐步推高日元，美国减息周期叠加衰退影响，强美元已经不太可能了。以下均是个人见解，有误还请大佬指点指点$NVIDIA(NVDA.US)$Apple(AAPL.US)$Taiwan Semiconductor(TSM.US)

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