---
title: "‘接近拐點’：德意志銀行對日本正在發生的事情進行了簡化解釋"
type: "News"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/293976993.md"
description: "德意志銀行外匯策略師 Mallika Sachdeva 發佈了一份報告，質疑日本是否即將迎來一個轉折點，重新變得 “強大和富裕”。分析重點關注財政政策、產業戰略和日元，指出日本已經悄然成為全球最便宜的發達經濟體之一"
datetime: "2026-07-27T21:22:01.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/293976993.md)
  - [en](https://longbridge.com/en/news/293976993.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/293976993.md)
generator: "portal-rs"
---

# ‘接近拐點’：德意志銀行對日本正在發生的事情進行了簡化解釋

A newly published piece from Deutsche Bank's FX strategist Mallika Sachdeva (available in full here for pro subs), asks a fascinating question: ***what if Japan is about to become "strong and rich" again?***

While the report is primarily about fiscal policy, industrial strategy and the yen, it also provides a compelling backdrop to one of the standout conclusions from our recently released Mapping the World's Prices 2026 (available in full here for pro subs): ***Japan has quietly become one of the cheapest developed economies in the world.***

### 相關股票

- [EWJ.US](https://longbridge.com/zh-HK/quote/EWJ.US.md)
- [DB.US](https://longbridge.com/zh-HK/quote/DB.US.md)
- [DBK.DE](https://longbridge.com/zh-HK/quote/DBK.DE.md)
- [03KB.DE](https://longbridge.com/zh-HK/quote/03KB.DE.md)
- [DPB.DE](https://longbridge.com/zh-HK/quote/DPB.DE.md)

## 相關資訊與研究

- [日本的債券市場正在向全球發出警示](https://longbridge.com/zh-HK/news/293825089.md)
- [日本央行維持利率不變，併發出鷹派信號，而政府則在支撐日元](https://longbridge.com/zh-HK/news/294453070.md)
- [瑞穗證券維持對安立公司（AITUF）的持有評級](https://longbridge.com/zh-HK/news/298222582.md)
- [解讀：什麼是日元套利交易？](https://longbridge.com/zh-HK/news/298402590.md)
- [日本郵政銀行（TSE:7182）在加息預期下，該股票是否仍然被低估](https://longbridge.com/zh-HK/news/298812446.md)

---
> **免責聲明: 本文僅供參考，不構成任何投資建議。**