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CNBC AI · 2026/8/1 15:44:08

U.S. Treasury intervenes to support yen after Japan steps in, FT reports
AI 中文解读
核心亮点:美国财政部罕见直接出手买入日元,联合日本政府干预汇市,这是十多年来华盛顿首次进场力挺日元,直接引爆全球汇率市场关注。
通俗解读:日元最近跌得太惨,快跌到40年最低了。就像一个人摔进坑里,平时日本自己拉一把,这次连美国都搭了把手,通过纽约联储卖出欧元、买入日元,相当于全球大玩家联手托市。具体买了多少没说,但消息一出,市场立刻“stand ready”,银行都被提前打了招呼。
实际影响:对普通人来说,最直观的就是日元汇率可能会止跌回升,以后去日本旅游、买日本商品可能变贵一点。而对做外贸、炒外汇的人来说,这是一次大级别的政策信号——美日联手干预并不常见,短期波动会明显加剧。更深层看,这反映出全球货币市场压力已经大到让美国不得不插手,后续对美元、欧元都可能产生连锁反应。
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MarketsU.S. Treasury intervenes to support yen after Japan steps in, FT reportsPublished Sat, Aug 1 202611:44 AM EDTWATCH LIVEIn this articleJPY=Follow your favorite stocksCREATE FREE ACCOUNTThe U.S. Treasury bought yen on Friday to support the battered Japanese currency, the Financial Times reported, marking Washington's first yen-buying intervention with Tokyo in more than a decade as it languishes near 40-year lows.The Federal Reserve Bank of New York sold euros for yen on behalf of the Treasury through Goldman Sachs and Morgan Stanley, the FT said, citing people familiar with the matter. The report did not indicate any amounts of yen purchased.Earlier on Friday, the Treasury informed a number of banks that it might intervene in the yen market and that they should "stand ready for future action," a source familiar with the matter told Reuters.A Reuters photo of Treasury Secretary Scott Bessent's notepad during a cabinet meeting at Camp David in Maryland showed the words "To Do," followed by "Buy Japanese Yen (JPY) $5-10 bil."A notepad in front of U.S. Secretary of the Treasury Scott Bessent reads "To Do Buy Japanese Yen $5-10 bil" as he participates in a cabinet meeting at Camp David, Maryland, U.S., July 31, 2026. The note, photographed at 11:33 EDT, came after Reuters earlier reported the Treasury had put banks on alert for a possible U.S. intervention in the market for Japan's currency.Daniel Heuer | ReutersThe Treasury did not immediately respond to requests for comment on the FT report and the Bessent notepad photo. The New York Fed and Morgan Stanley also did not immediately respond to requests for comment outside regular business hours. Goldman Sachs declined to comment.Japan and the United States may unveil a policy as early as next week to address the yen's weakness, Kyodo News reported on Saturday, citing informed sources.The announcement would serve as a warni
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