日元夹在政治和央行政策之间。随着Sanae Takaichi的崛起，金融市场迅速形成了一种新的交易逻辑——“Takaichi交易”。

Yen Caught Between Politics and Central Bank Policy.With Sanae Takaichi's ascent, a new trading logic – “Takaichi trades” – quickly formed in financial markets.

美元/日元–2025年10月27日。上周，美元兑日元成功触及阻力位152.60的第一个目标，并成功突破该阻力位。正如我们从日内图表中看到的，市场正面临151.05-40的支撑区，如果价格保持在该支撑区之上，预计将进一步向152.60和154.65前进。

USD/JPY – 27.10.2025.USDJPY managed to meet the first target at the resistance 152.60 and managed to move above it last week. As we see from the Intraday chart, the market is facing a support zone at 151.05-40, where if prices hold above it, more advance toward 152.60 and 154.65 will be expected.

欧元/日元价格预测：从历史高点回落后徘徊在178.00左右。欧元/日元价格预测：从历史高点回落后徘徊在178.00左右

EUR/JPY Price Forecast: Hovers around 178.00 after pulling back from record highs.EUR/JPY Price Forecast: Hovers around 178.00 after pulling back from record highs

日经225指数上涨2.46%，收于50512点，而周一更广泛的东证指数上涨1.7%，收于3325点，这两个基准指数均创下历史新高，因为投资者期待着周二新首相高一和美国总统唐纳德·特朗普的会晤。在双方谈判代表周末就关键问题达成共识后，美国和中国在周四于韩国举行的Trump-Xi会议之前即将达成贸易协议，这也提振了市场情绪。在美国通胀数据疲软后，投资者进一步为美联储本周降息做好准备，而日本央行则被视为维持其目前的政策立场。涨幅广泛，主要股票表现强劲，如软银集团（6.7%）、藤仓（8%）、Advantest（6.5%）、川崎重工（9%）和JX Advanced（7.1%）。

The Nikkei 225 Index jumped 2.46% to close at 50,512, while the broader Topix Index gained 1.7% to 3,325 on Monday, with both benchmarks hitting new all-time highs as investors looked ahead to Tuesday’s meeting between new Prime Minister Sanae Takaichi and US President Donald Trump. Sentiment was also buoyed by optimism that the US and China are nearing a trade agreement ahead of the Trump-Xi meeting in South Korea on Thursday, after negotiators from both sides reached consensus on key issues over the weekend. Investors further positioned for an expected Federal Reserve rate cut this week following softer US inflation data, while the Bank of Japan is seen maintaining its current policy stance. Gains were broad-based, led by strong performances from major stocks such as SoftBank Group (6.7%), Fujikura (8%), Advantest (6.5%), Kawasaki Heavy (9%), and JX Advanced (7.1%).