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今年首度突破央行2%目标!日本9月核心CPI年增2.1% 强化年底升息预期

2026-10-23 12:04:13 网络 阅读(3)

由于能源价格高涨、日元疲软推升进口成本,日本9月关键通膨指标今年首度升破日本银行(央行,BOJ)的2%目标,显示物价压力正在扩大,并强化近期内升息的机率。

今年首度突破央行2%目标!日本9月核心CPI年增2.1% 强化年底升息预期

日本总务省周五(23日)公布,9月剔除生鲜食品价格的消费者物价指数(CPI)年增2.1%,符合分析师预期,但高于前一个月的1.7%。

日本银行(BOJ,央行)偏好的通膨指标「核心核心通膨率」则为2.4%,这项指标排除生鲜食品与能源价格。整体CPI年增2.1%。

通膨升温可能促使日银今年再次升息。日银9月已升息1码(25个基点)至1.25%,创30年来新高,是日银在数十年促进再通膨政策后,逐步推动货币政策正常化的一环。

不过,目前市场普遍预期日本银行下一次升息时间点将落在12月,而非下周就会升息。

首相高市早苗(Sanae Takaichi)政府已采取多项措施,缓解家庭生活成本上涨的压力。 日本公共广播机构NHK报导,日本众议院周二开始审议将食品消费税率从8%降至1%的措施,为期两年。

根据媒体报导,日本财务大臣片山皋月(Satsuki Katayama)周三在国会表示,日本「正处在由薪资上涨带动持续通膨时期的门槛」,同时承认,进口成本上升也是推高物价的因素之一。

日本的能源进口成本正因多项因素上升,包括日本转向采购价格较高的美国能源、因伊朗冲突而减少向中东供应商采购,以及日元走弱使石油进口成本进一步增加。

路透报导,当国会议员问及政府的减税计划是否可能与日银透过升息抑制通膨的努力相抵触时,片山皋月回答道:「我不认为政府与央行的看法有落差。」

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      "description": "国人出国旅游热潮持续高涨,带动海外旅游平安险投保需求大幅增长。为提供民众更周延的出游防护,台企银 (2834-TW) 今 (22) 日宣布,持续深化数位金融服务,携手新安东京海上产物保险推出升级版「平安御守个人旅行综合保险」,全面强化海外医疗与疾病保障,并新增「法定传染病保障」,让国人海外探亲、度假更安心。 台企银表示,国人在规划海外行程时,除常见的交通意外事故或突发疾病外,近年因跨国交流频繁,感染法定传染病所衍生的海外医疗与相关费用问题,亦成为旅客出游的一大隐忧。此次与新安东京海上产物保险合作",
      "pv": 5,
      "pinyin": "hour",
      "name": "实时",
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    },
    {
      "id": 21518,
      "title": "8250亿美元!Meta未来支出承诺曝光 AI算力与能源都要买",
      "shortTitle": "8250亿美元!Meta未来支出承诺曝光 AI算力与能源都要",
      "img": "https://cimg.cnyes.cool/prod/news/6636137/l/f9a966d3ee186763db788f6049ffe52d.jpg",
      "createdAt": "2026-10-22T12:30:07.000Z",
      "description": "Meta(META-US)揭露,已承诺未来将为各类租赁与合约支出约8250亿美元,其中许多涉及人工智慧(AI)运算能力与基础设施。这笔金额高于公司7月公布的近7000亿美元,显示其长期支出承诺持续扩大。 根据Meta周四(22日)提交的申报文件,尚未纳入资产负债表的营业租赁与融资租赁,总额达3557亿美元,涵盖资料中心及能源基础设施等项目,相关租约将于今年剩余期间至2036年间陆续起租。 此外,截至9月30日,Meta另有4545亿美元不可取消的短期及长期合约,许多涉及第三方云端运算资源、资料中",
      "pv": 5,
      "pinyin": "hour",
      "name": "实时",
      "path": "/hour"
    },
    {
      "id": 21519,
      "title": "避险基金空头部位飙升 高盛:科技股卖压加剧轧空风险",
      "shortTitle": "避险基金空头部位飙升 高盛:科技股卖压加剧轧空风险",
      "img": "https://cimg.cnyes.cool/prod/news/6636010/l/78da8a57694d96606a3be73d3ba2e359.jpg",
      "createdAt": "2026-10-22T12:00:04.000Z",
      "description": "避险基金本月大举加码股票空头,全球空头卖出/多头买入约5:1,帐面空头杠杆率创5年来第99百分位。
AI交易回档引发半导体与基础设施股抛售,带动那斯达克100上周跌5.5%,全球资讯科技股两周内遭十多年最严重净卖超。
科技七巨头曝险仍创高,欧洲则是本月唯一小幅净买超地区。",
      "pv": 5,
      "pinyin": "hour",
      "name": "实时",
      "path": "/hour"
    },
    {
      "id": 21524,
      "title": "〈财报〉少涨价也能交好成绩!宝侨上季营收、获利胜预期 盘前涨逾3%",
      "shortTitle": "〈财报〉少涨价也能交好成绩!宝侨上季营收、获利胜预期 盘前涨",
      "img": "https://cimg.cnyes.cool/prod/news/6636079/l/180b4ca573e112f037cce3c1106edb61.jpg",
      "createdAt": "2026-10-22T13:00:06.000Z",
      "description": "宝侨首季营收232.8亿美元、EPS 2美元,皆优于预期;既有业务销售额年增4%,创三年最快。
销量增2.4%、价格仅涨0.4%,显示少涨价策略奏效。
原料、能源与运输成本冲击估增至14亿美元,全年EPS展望6.89至7.11美元;收购Thorne后营收成长预估升至2%至4%。",
      "pv": 5,
      "pinyin": "hour",
      "name": "实时",
      "path": "/hour"
    },
    {
      "id": 21529,
      "title": "AI云端股跌惨空方赚翻!本月帐面获利达60亿美元",
      "shortTitle": "AI云端股跌惨空方赚翻!本月帐面获利达60亿美元",
      "img": "https://cimg.cnyes.cool/prod/news/6636170/l/64cc53d5023c42d4d691e9e79c608397.jpg",
      "createdAt": "2026-10-22T14:30:03.000Z",
      "description": "市场忧云端、资料中心业者靠举债扩AI基建难持续,相关股遭抛售。
ORTEX:CoreWeave、IREN、Nebius等5档空单占流通股20%至26%,总放空市值约170亿美元。
10月迄今空方帐面获利约60亿美元;Nebius获利29.4亿美元居首,CoreWeave近17亿美元。",
      "pv": 4,
      "pinyin": "hour",
      "name": "实时",
      "path": "/hour"
    },
    {
      "id": 21530,
      "title": "美国上周初领失业金人数降至19.4万 创三个月新低",
      "shortTitle": "美国上周初领失业金人数降至19.4万 创三个月新低",
      "img": "https://cimg.cnyes.cool/prod/news/6636076/l/1a01b98c1741910ce74cd136d5377d5f.jpg",
      "createdAt": "2026-10-22T14:10:07.000Z",
      "description": "美国上周初领失业金降至19.4万人,创三个月新低,低于预期,显示企业尚未普遍裁员。
续领失业金增至172.8万人、失业中位数11.5周,就业市场仍呈低招聘、低裁员。
9月非农仅增2.9万人;Fed 9月升息1码,市场估下周按兵不动、12月再升息。",
      "pv": 4,
      "pinyin": "hour",
      "name": "实时",
      "path": "/hour"
    },
    {
      "id": 21531,
      "title": "〈美股早盘〉AI疑虑未散油价又涨!Meta与特斯拉走跌 主要指数开低",
      "shortTitle": "〈美股早盘〉AI疑虑未散油价又涨!Meta与特斯拉走跌 主要",
      "img": "https://cimg.cnyes.cool/prod/news/6636075/l/d8313c76233f1fa5688de09cdc963d40.jpg",
      "createdAt": "2026-10-22T13:40:22.000Z",
      "description": "美股周四开低,Meta、特斯拉财报未能化解AI投资疑虑,费半跌逾4%,台积电ADR跌2.74%。
中东紧张推高油价,风险偏好降温,资金转向美债;10年期殖利率降至5.03%,日圆、黄金走势分歧。
中国沪深300较6月高点跌20%进熊市,法德10年债利差扩至175基点创2011年来高。",
      "pv": 4,
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    },
    {
      "id": 21534,
      "title": "AI行情选后有变?资料中心惹民怨 投资人紧盯美国期中选举",
      "shortTitle": "AI行情选后有变?资料中心惹民怨 投资人紧盯美国期中选举",
      "img": "https://cimg.cnyes.cool/prod/news/6636143/l/95509bb5debc90253df1d15e3cc4ef54.jpg",
      "createdAt": "2026-10-22T15:30:05.000Z",
      "description": "美国期中选举逼近,资料中心民怨升温,若民主党夺下国会两院,AI行情恐添监管变数。
AI带动全球资料中心与基建支出明年料破1兆美元,Alphabet、亚马逊等扩建计划也使市场更敏感。
即使联邦立法难重挫扩张,州与地方选举仍可能影响审批、建设时程与成本。",
      "pv": 4,
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      "name": "实时",
      "path": "/hour"
    },
    {
      "id": 21535,
      "title": "GPU只能用4年?CoreWeave债务有解?黄仁勋一次回应 再谈DeepSeek高毛利",
      "shortTitle": "GPU只能用4年?CoreWeave债务有解?黄仁勋一次回应",
      "img": "https://cimg.cnyes.cool/prod/news/6635763/l/bc826022864da14dba0dabb3a19bdba8.jpg",
      "createdAt": "2026-10-22T14:50:05.000Z",
      "description": "黄仁勋称GPU可用7至8年、残值高于市场认知,辉达甚至为晶片转售残值提供担保。
他指出AI资料中心建设成本高、出货到营运常需4至6个月,辉达以DSX Pod缩短部署空窗,降低资金闲置成本
DeepSeek推理每小时变现38美元引发高毛利关注,黄仁勋强调AI正转向实用模式",
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    {
      "id": 21541,
      "title": "川普怒控伊朗选前炒高油价!荷姆兹海峡运量真比战前多?",
      "shortTitle": "川普怒控伊朗选前炒高油价!荷姆兹海峡运量真比战前多?",
      "img": "https://cimg.cnyes.cool/prod/news/6636273/l/74d79cf3fa9f687a0a7ec30cc7a66039.jpg",
      "createdAt": "2026-10-22T16:15:25.000Z",
      "description": "川普指控伊朗在美期中选举前推高油价,并声称捏造船只遇袭与布雷消息,重申不允许伊朗拥有核武。
Kpler:10月18日当周中东石油日运量逾2400万桶、较战前增;荷姆兹海峡仅约1400万桶,为战前82%。
海事通报显示本月约30起遇袭,若冲突升级,运费与保险成本恐续升并转嫁消费者。",
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