日圓週四強勁升值，因市場加大對日本央行本月升息的押注。USD/JPY 回落至 158 附近，日圓兌歐元和英鎊亦同步走升。
這波走勢跟隨 BOJ 審議委員高田肇的鷹派言論，他表示通膨風險仍高，應以更靈活的方式考慮升息。市場目前幾乎完全定價 9 月升息。
對 USD/JPY 而言，方向逐漸明朗：BOJ 緊縮預期升溫支撐日圓，而美國升息預期若進一步降溫，可能為 USD/JPY 帶來額外下行壓力。
不過，美國 8 月就業報告仍是重大變數。若非農數據優於預期，可能拉抬美債殖利率並支撐美元，進而限制日圓的升幅。
對外匯交易者來說，現在的核心戰場在於日銀轉鷹與聯準會利率路徑之間的拉鋸。隨著兩大央行 9 月會議逼近，USD/JPY 可能持續劇烈震盪。
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