摩根大通：日元走强将缓解日债压力，AI和半导体板块或加速复苏

Odaily Planet Daily News According to strategists at JPMorgan Securities Japan, a stronger yen is expected to alleviate upward pressure on Japanese government bond yields, potentially accelerating the recovery of AI and semiconductor sectors listed in Tokyo. In a report, strategists including Rie Nishihara noted that the recently underperforming real estate sector could also benefit. Some sectors are facing negative impacts on earnings from yen appreciation, such as transportation, logistics, and automotive industries. JPMorgan's bullish view on Tokyo's AI and semiconductor sectors contrasts with Saxo Bank's global equity perspective on the sector. Saxo strategist Charu Chanana previously stated that a rebound in the yen could trigger unwinding of some crowded and leveraged positions. (Jin Shi)