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Analysis
但是，如果您在过去的一个月始终关注着美/日这颗“大树”的话，显然您已经错过了更大的一片“森林”。
下图显示，在过去一个月，所有主要主要货币（除了巴西雷亚尔）兑日元都录得显著的涨幅，其中像挪威克朗、加元、澳元、纽元等商品货币兑日元的涨幅居前。而同期USDJPY“仅”涨了4.68%。
从最近5个交易日的情况来看，NZDJPY以近3%的涨幅领跑。在不可思议的连续十天收涨后，昨天再次刷新四年新高至82.28。同样十连阳的还有NOKJPY和EURJPY。在面对如此惊人的涨幅和超买压力之后，即使是最乐观的投资者估计也会出现落袋为安的念头。如果考虑现在入场做多，盈亏比率将是一大挑战。
NZDJPY
除了日本央行坚定的鸽派态度之外（和众多G10央行形成鲜明对比），日元的抛售显然和市场的风险情绪也息息相关。
在经过一个月的蛰伏之后，道琼斯再次刷新历史新高，标普500六连阳后无限逼近9月的记录高位。纳斯达克有着同样的趋势，只不过收益率的升高削弱了其上涨的动能。强劲的三季度财报是这一阶段美股回升的重要推动力。下周将登场的FAAMG财报或许将为火爆的股市再添一把火。
在亚洲市场，恒大将重新成为关注的焦点。恒大的股票将于今天复牌，而就在同时，恒大出售旗下物业公司股权的计划搁浅。更重要的是，距离其美元债付息的宽限期（违约日）仅剩两天时间。
债务危机对刚刚摆脱下降通道的恒生指数会产生什么样的影响呢？一个乐观的信号是中国的科技股已经从低点回升，而资讯科技业占恒生指数28%的权重。
HK50
受益于能源供应短缺，原油的强劲势头仍在延续。在WTI和布伦特分别刷新7年和3年高点后，市场甚至出现了油价100美元/桶的预测。天然气价格则连续第二天反弹。在美元弱势的局面下，黄金震荡上行至1780上方，而白银更是连续两天大幅上涨，收于6周高点24.29。
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