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交易現場｜郭思治：警惕日圓拆倉帶來資金影響
Economics
publish： 2026-09-09 12:48
By： 無綫新聞
股評人郭思治表示，若日圓利率進一步上升，導致日圓拆倉的話，將對股市不利，暫時建議港股採取保守策略。
獨立股評人郭思治表示︰「美國國債達40萬億美元，債息又高，港股整個區域橫行於25,000點至26,000點水平。到底是收集還是派發呢？大家要想一想，加上油價上升至近100美元一桶，這個絕對會推高通脹，甚至逼令聯儲局在年底前加一口息。若日圓利率真的進一步上升，逼令一些早前平息、零利率借日圓周圍去投資的資金要拆倉，對股市來說亦是不利的因素。總的來說，暫時來說，保守少許較為好些。」
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