高盛：应考虑在期权中持有美元兑日元的下行结构，做空现货

中央气象台6月30日10时发布台风蓝色预警。","multimedia":{"img_url":["https://n.sinaimg.cn/zhibo/518/w712h606/20220630/d1c7-ed1e38c86b437802b54304871101cf25.png"]},"commentid":"live:finance-152-2724416:0","compere_id":0,"creator":"liyuan20@staff.sina.com.cn","mender":"liyuan20@staff.sina.com.cn","create_time":"2022-06-30 10:21:57","update_time":"2022-06-30 10:22:05","is_need_check":"1","check_time":"2022-06-30 10:22:00","check_status":"1","check_user":"mingyu@staff.sina.com.cn","is_delete":0,"top_value":0,"is_focus":0,"source_content_id":"0","anchor_image_url":"","anchor":"直播员","ext":"{"stocks":[],"needPush":false,"needAIPush":false,"needCMSLink":true,"needCalender":false,"needProvince":"0","docurl":"https:\/\/finance.sina.com.cn\/7x24\/2022-06-30\/doc-imizirav1264572.shtml","docid":"mizirav1264572"}","old_live_cid":"0","tag":[{"id":"8","name":"其他"}],"like_nums":0,"comment_list":{"list":[],"total":0,"thread_show":0,"qreply":0,"qreply_show":0,"show":0},"docurl":"https://finance.sina.cn/7x24/2022-06-30/detail-imizirav1264572.d.html","rich_text_nick_to_url":[],"rich_text_nick_to_routeUri":[],"compere_info":""},{"id":2724415,"zhibo_id":152,"type":0,"rich_text":"【高盛：应考虑在期权中持有美元兑日元的下行结构，做空现货】尽管美元兑日元最近上涨，高盛仍坚持看跌该货币对。高盛表示，由于美国经济衰退风险上升，以及日本货币政策可能发生变化，日元提供了具有吸引力的不对称性。如果美国经济陷入衰退，预计2024年底的隔夜指数掉期利率将下降到1-2%，或比当前水平低75-175个基点。投资者现在应该考虑在期权中持有美元兑日元的下行结构，并在美国劳动力市场明显疲软，或有迹象表明日本央行的政策立场即将改变的情况下，寻求做空美元兑日元现货。