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Bank of Japan

64 atoms · 跨 22 天 · 首见 2026-04-16 · 最近 2026-07-02

三色: 🟦 fact 57 · 🟥 take 7 · stance ▲8/▼12/◆30

叙事状态: 🍂 fading (退潮) · 💤 沉寂 · 策展近14d 0 atom · 🐦 X 近14d 5

状态只算低频策展源 (群/卖方); X firehose 仅作背景音量

来源: X 64

时态: fresh:55 · aging:8 · expired:1

标签: 好信源:40 · 好数字:17 · 好观点:14

🟨 AI 综合 · junior analyst 概览

展开 AI 综合 (灰色 · 非市场结论 · 点击数字溯源到原 atom)

model: deepseek-chat · 2026-07-12 · 默认折叠

日本央行6月将政策利率上调25bp至1.00%，为1995年以来最高水平，投票结果7-1通过¹ ¹ ¹。加息理由被表述为应对中东冲突带来的通胀风险，这是去年12月以来首次加息¹。不过，行长植田和男此前因住院缺席了6月会议¹，有观点认为植田加息步伐偏慢¹。4月会议时，已有三位委员主张加息，当时央行维持利率不变¹ ¹。当前加息预期有所强化，认为央行本周应继续推进加息¹。

📊 程序化变化 (近 7 天)

已过期 forecast: 2 条

展开过期列表

[已过期] FY2026-FY2027 · 通胀预测
underlying inflation is projected to gradually strengthen and align with the 2% target range from the latter half of fis
[已过期] 2024年7月 · 将提供石油对通胀影响的更全面审查
Bank of Japan policymaker Kazuo Himino noted that a more comprehensive review of oil’s impact on inflation will be prese

🟦 客观事实 (facts) (13)

<a id="atom-829df1aafedd2fc2"></a>🟦 2026-06-15 X·@KobeissiLetter ⭐ · 利率决策 · 宏观利率
The Bank of Japan officially hikes interest rates to the highest level since 1995 amid rising inflation.
tags: 好数字·好信源 · → daily
value: qty=最高利率水平 · date=2026-06-16
<a id="atom-9bb75af8d4229c8c"></a>🟦 2026-06-20 X·@KobeissiLetter · rate hike · 宏观利率
the Bank of Japan also raised rates by 25 basis points, to 1.0%
tags: 好数字 · → daily
value: qty=25 basis points · to=1.0% · date=last week June 2026
📷 原图
<a id="atom-929256a6bddd6da9"></a>🟦 2026-06-15 X·@Sino_Market · 政策利率变动 · 宏观利率
🇯🇵Bank of Japan raises policy rate 25bp to 1.00%, highest since 1995
tags: 好数字 · → daily
value: qty=25bp to 1.00% · date=2026-06-16
<a id="atom-6404143b324b5844"></a>🟦 2026-06-15 X·@Sino_Market · 投票结果 · 宏观利率
on a 7-1 vote
tags: 好数字 · → daily
value: qty=7-1 vote
<a id="atom-1f2f0ca93151edcf"></a>🟦 2026-06-15 X·@Sino_Market · 加息原因 · 宏观利率
the move, the first hike since December, was framed as addressing inflation risks stemming from the Middle East conflict
tags: 好信源 · → daily
value: direction=addressing inflation risks stemming from the Middle East conflict
<a id="atom-ebec846dd4d4abb5"></a>🟦 2026-06-10 X·@zerohedge · Governor Ueda hospitalized · 人事变动
Bank Of Japan Governor Ueda Hospitalized, Will Miss June Meeting
tags: 好信源 · → daily
value: qty= · date=2026-06-10
<a id="atom-61642c25c60f5211"></a>🟦 2026-04-28 X·@Sino_Market · held rates unchanged · 宏观利率
Bank of Japan holds rates as expected; three board members call for rate hikes
tags: 好数字 · → daily
[图: 一幅汇总过去24小时全球市场、企业政策、能源及地缘政治关键动态的新闻信息图 — 比亚迪一季度净利润: 4.085 billion yuan; 比亚迪净利润同比降幅: 55.38%; 中国对非零关税实施时间: May 1, 2026; 阿联酋退出OPEC+时间: May 1; 沙特阿美暂停LPG交付延长期限: end-May]
📷 原图
<a id="atom-7751dbc8bf27175a"></a>🟦 2026-04-28 X·@Sino_Market · board members calling for rate hikes · 宏观利率
Bank of Japan holds rates as expected; three board members call for rate hikes
tags: 好数字 · → daily
value: qty=3
[图: 一幅汇总过去24小时全球市场、企业政策、能源及地缘政治关键动态的新闻信息图 — 比亚迪一季度净利润: 4.085 billion yuan; 比亚迪净利润同比降幅: 55.38%; 中国对非零关税实施时间: May 1, 2026; 阿联酋退出OPEC+时间: May 1; 沙特阿美暂停LPG交付延长期限: end-May]
📷 原图
<a id="atom-ea8e7196e8e2fcbd"></a>🟦 2026-05-24 X·@fiscal_ai · 股价 · 价格动态
股价: ¥24,160.00
tags: 好数字 · → daily
value: qty=¥24,160.00 · date=2026-05-24
[图: 日本银行 (Bank of Japan) 的股票分析仪表盘，展示了其股价走势及关键财务指标数据 — 股价: ¥24,160.00; 市值 (Market Cap): ¥24.18B; 营业收入 (Revenue): ¥2.59T; 现金 (Cash): ¥3.72T; 10年变动 (Total Chg): -37.2%]
📷 原图
<a id="atom-536c6f723143d09c"></a>🟦 2026-05-24 X·@fiscal_ai · 市值 · 价格动态
市值 (Market Cap): ¥24.18B
tags: 好数字 · → daily
value: qty=¥24.18B · date=2026-05-24
[图: 日本银行 (Bank of Japan) 的股票分析仪表盘，展示了其股价走势及关键财务指标数据 — 股价: ¥24,160.00; 市值 (Market Cap): ¥24.18B; 营业收入 (Revenue): ¥2.59T; 现金 (Cash): ¥3.72T; 10年变动 (Total Chg): -37.2%]
📷 原图
<a id="atom-12d746c765a4f4a0"></a>🟦 2026-05-24 X·@fiscal_ai · 营业收入 · 营收/财报
营业收入 (Revenue): ¥2.59T
tags: 好数字 · → daily
value: qty=¥2.59T · date=2026-05-24
[图: 日本银行 (Bank of Japan) 的股票分析仪表盘，展示了其股价走势及关键财务指标数据 — 股价: ¥24,160.00; 市值 (Market Cap): ¥24.18B; 营业收入 (Revenue): ¥2.59T; 现金 (Cash): ¥3.72T; 10年变动 (Total Chg): -37.2%]
📷 原图
<a id="atom-8c8b64d57608587b"></a>🟦 2026-05-24 X·@fiscal_ai · 现金 · 现金流
现金 (Cash): ¥3.72T
tags: 好数字 · → daily
value: qty=¥3.72T · date=2026-05-24
[图: 日本银行 (Bank of Japan) 的股票分析仪表盘，展示了其股价走势及关键财务指标数据 — 股价: ¥24,160.00; 市值 (Market Cap): ¥24.18B; 营业收入 (Revenue): ¥2.59T; 现金 (Cash): ¥3.72T; 10年变动 (Total Chg): -37.2%]
📷 原图
<a id="atom-9abf518df5e2384b"></a>🟦 2026-05-24 X·@fiscal_ai · 10年股价变动 · 价格动态
10年变动 (Total Chg): -37.2%
tags: 好数字 · → daily
value: qty=-37.2% · date=10 years
[图: 日本银行 (Bank of Japan) 的股票分析仪表盘，展示了其股价走势及关键财务指标数据 — 股价: ¥24,160.00; 市值 (Market Cap): ¥24.18B; 营业收入 (Revenue): ¥2.59T; 现金 (Cash): ¥3.72T; 10年变动 (Total Chg): -37.2%]
📷 原图

🟥 空头 takes (bearish) (2)

<a id="atom-e118ebdc9689dc4b"></a>🟥 2026-06-14 X·@KobeissiLetter · 加息预期 · 宏观利率
This strengthens the case for the Bank of Japan to proceed with a rate hike this week
tags: 好观点 · → daily
value: date=2026-06
[图: 日本生产者价格指数（PPI）同比与环比变化趋势图，显示2026年5月PPI同比增速创三年来新高 — 2026年5月PPI环比增速: +0.9%; 2026年5月PPI同比增速: 约6%]
📷 原图
<a id="atom-7d89ca63429625da"></a>🟥 2026-06-30 X·@Brad_Setser · Ueda has been a bit slow to hike · 宏观利率/管理层表态
Ueda has also been a bit slow to hike
tags: 好观点 · → daily

🟦 新闻流 (squawk · 40)

展开新闻流 (FirstSquawk / financialjuice / wallstengine / DeItaone — 快讯, 非原创 take)

<a id="atom-00fabca85725fcec"></a>🟥 2026-07-02 X·@financialjuice · June rate hike appropriateness · 宏观利率/汇率
Japan's Nagahama: I personally think the June rate hike was appropriate, as delaying rate hikes would cause excessive Yen falls and hurt households
tags: 好观点 · → daily
value: date=June
<a id="atom-89fc116bf57bfc45"></a>🟦 2026-07-02 X·@FirstSquawk · 货币政策立场 · 宏观利率
Japan’s Nagahama Backs June Rate Hike, Citing Risks of Excessive Yen Depreciation
tags: 好观点 · → daily
<a id="atom-76dc88adb7cd2ece"></a>🟦 2026-07-02 X·@FirstSquawk · 经济蓝图中无新内容 · 监管政策
Japan’s Finance Minister Katayama: There is nothing new in the economic blueprint concerning the Bank of Japan.
tags: 好信源 · → daily
<a id="atom-7bd85e9bfccf5b35"></a>🟦 2026-06-29 X·@financialjuice · 新理事佐藤将召开新闻发布会 · 管理层表态
Bank of Japan: new board member Sato to hold press conference at 0800 GMT
tags: 好信源 · → daily
value: qty=0800 GMT · date=2026-06-30
<a id="atom-8e4cf7523856f36f"></a>🟦 2026-06-18 X·@FirstSquawk · bond-buying approach should ensure market free pricing · 监管政策
Bank of Japan should structure its bond-buying approach in a way that ensures markets can freely determine pricing
tags: 好观点 · → daily
<a id="atom-ca1850ded67cc12e"></a>🟦 2026-06-18 X·@FirstSquawk · policy autonomy · 监管政策
Bank of Japan retains full autonomy in making policy decisions
tags: 好信源 · → daily
<a id="atom-4185a32808b1cfd9"></a>🟦 2026-06-18 X·@FirstSquawk · Kazuo Himino 回避评论市场对未来加息的定价 · 宏观利率
The Bank of Japan’s Kazuo Himino avoided commenting on market pricing for potential future interest rate hikes.
tags: 好信源 · → daily
value: date=2026-06-19
<a id="atom-aa4c6310073a9ed3"></a>🟦 2026-06-18 X·@FirstSquawk [已过期] · 将提供石油对通胀影响的更全面审查 · 通胀评估/央行表态
Bank of Japan policymaker Kazuo Himino noted that a more comprehensive review of oil’s impact on inflation will be presented when the quarterly forecasts are updated in July.
tags: 好信源 · → daily
value: date=2024年7月
<a id="atom-fbeea6152e6befb9"></a>🟦 2026-06-18 X·@FirstSquawk · Himino 表态 · 宏观利率/通胀压力
Bank of Japan policymaker Kazuo Himino emphasized that even supply-side inflation pressures may require policy action if they become broad-based and affect core inflation.
tags: 好信源 · → daily
<a id="atom-9d6f126c679de456"></a>🟦 2026-06-18 X·@FirstSquawk · 政策指引需反映金融状况 · 货币政策/宏观利率
monetary policy guidance must also reflect financial conditions like banks’ lending stance
tags: 好观点·好信源 · → daily
value: qty= · date=
<a id="atom-88f65fe029415f68"></a>🟦 2026-06-15 X·@FirstSquawk · 基准利率上调至1.0% · 宏观利率
BoJ Hikes Benchmark Rate 25bps to 1.0%
tags: 好数字 · → daily
value: qty=25bps · date=2026-06-16 · direction=up
<a id="atom-42426093e73e0fe4"></a>🟦 2026-06-10 X·@financialjuice · 预期加息至 1.00% · 宏观利率
Poll: Bank of Japan expected to lift key interest rate to 1.00% in June, 94% of economists predict versus 65% in May survey
tags: 好数字·好信源 · → daily
value: qty=1.00% · date=2026-06
<a id="atom-d18577eb1c78c175"></a>🟦 2026-06-10 X·@financialjuice · 经济学家预测加息比例 · 宏观利率
94% of economists predict versus 65% in May survey
tags: 好数字·好信源 · → daily
value: qty=94% · date=2026-06
<a id="atom-959134d803f7bf85"></a>🟦 2026-06-08 X·@FirstSquawk · 合作立场 · 宏观利率
Kiuchi said he expects the Bank of Japan to maintain close cooperation with the government, consistent with the joint commitment to end deflation.
tags: 好观点 · → daily
<a id="atom-5ce8a7b170d9f838"></a>🟦 2026-06-08 X·@FirstSquawk · 警告高利率影响经济 · 宏观利率
Kiuchi warned that higher interest rates may affect the economy in various ways
tags: 好观点 · → daily
value: direction=higher
<a id="atom-d114f8fe6afbc48c"></a>🟦 2026-06-03 X·@FirstSquawk · 对日本当前环境的判断 · 宏观利率/管理层表态
BOJ GOV UEDA: THE ENVIRONMENT IN JAPAN TODAY HAS CHANGED SIGNIFICANTLY, COMPARED TO 4 YEARS AGO, AS THE COUNTRY'S DEFLATIONARY MINDSET HAS BEEN DISPELLED AND THE WAGE- AND PRICE-SETTING BEHAVIOUR OF FIRMS HAS BECOME MORE ACTIVE
tags: 好观点·好信源 · → daily
value: direction=changed
<a id="atom-2a288048a2735262"></a>🟦 2026-06-03 X·@FirstSquawk · 负责决定货币政策细节 · 宏观利率/监管政策
Kihara says the Bank of Japan is responsible for determining the details of monetary policy.
tags: 好信源 · → daily
<a id="atom-4fc36555575054c4"></a>🟦 2026-06-03 X·@FirstSquawk · 货币政策立场 · 货币政策
Kihara says the Bank of Japan should continue pursuing suitable monetary policies to meet its price target in a stable manner, in close cooperation with the government.
tags: 好信源 · → daily
<a id="atom-33e4e71b2627eb1f"></a>🟦 2026-05-27 X·@FirstSquawk · legal framework calls for coordination with the government alongside safeguarding monetary policy independence · 监管政策
Katayama said the Bank of Japan’s legal framework calls for coordination with the government alongside safeguarding monetary policy independence.
tags: 好信源 · → daily
<a id="atom-cdbbb0f2dd620872"></a>🟦 2026-05-27 X·@FirstSquawk · 政策目标陈述 · 宏观利率/管理层表态
Katayama said he expects the Bank of Japan to pursue policies that sustainably achieve 2% inflation with improving wage conditions.
tags: 好信源 · → daily
<a id="atom-543344ea38edc740"></a>🟦 2026-05-26 X·@FirstSquawk · official noted higher long-term yields raise financing costs · 宏观利率/融资成本
Bank of Japan official noted that while higher long-term yields raise financing costs, corporate earnings continue to stay strong.
tags: 好信源 · → daily
<a id="atom-e269d88e638f8068"></a>🟦 2026-05-26 X·@FirstSquawk · 官民对实长期利率判断 · 宏观利率/央行表态
Japan’s real long-term rates are still negative across the short- and medium-term maturities with the greatest impact on the economy, a Bank of Japan official said.
tags: 好观点 · → daily
value: direction=negative
<a id="atom-ddfc6de5ad2b3115"></a>🟦 2026-05-20 X·@FirstSquawk · 政策正常化决策条件 · 宏观利率/监管政策
BoJ Koeda says decisions on policy normalization will depend on factors such as the output gap and stability of the natural interest rate
tags: 好观点 · → daily
value: qty=依赖产出缺口和自然利率稳定性 · date=2026-05-21
<a id="atom-d101359ecf468441"></a>🟦 2026-05-19 X·@FirstSquawk · 外汇市场干预准备 · 汇率
KATAYAMA IS PREPARED TO TAKE STRONG MEASURES IN THE FOREX MARKET.
tags: 好信源 · → daily
value: direction=strong measures · date=2026-05-19
<a id="atom-4ce54dfecc23ad3a"></a>🟦 2026-05-12 X·@FirstSquawk [老化中] · 政策节奏判断 · 汇率/宏观利率
According to the OECD Secretary-General, the Bank of Japan is not behind the curve as inflation expectations remain anchored and wages are strengthening.
tags: 好信源 · → daily
<a id="atom-8b253bcc3c8c3abb"></a>🟦 2026-05-06 X·@FirstSquawk · Minutes showed view that rate hikes are needed if no clear economic or wage deterioration is seen · 宏观利率
Bank of Japan Minutes Show View That Rate Hikes Are Needed if No Clear Economic or Wage Deterioration Is Seen
tags: 好数字 · → daily
<a id="atom-d6a36e8d82e30fab"></a>🟦 2026-05-06 X·@FirstSquawk [老化中] · Finance Ministry official expressed concern over energy price spike · 能源/地缘政治
Finance Ministry Official Expresses Concern Over Energy Price Spike and Urges Vigilant Monitoring
tags: 好信源 · → daily
value: date=2026-05-07
<a id="atom-db5bdd61c79cfaa8"></a>🟥 2026-05-01 X·@FirstSquawk · likely FX market intervention on Thursday · 外汇干预
BOJ MONEY MARKET DATA SUGGEST LIKELY FX MARKET INTERVENTION ON THURSDAY
tags: 好信源 · → daily
value: date=2026-05-01T09:06:04
<a id="atom-a29e0ca561d83d8b"></a>🟥 2026-04-30 X·@FirstSquawk [老化中] · 加息立场 · 宏观利率/监管政策
REINFORCING A CAUTIOUS STANCE ON FURTHER RATE HIKES
tags: 好信源 · → daily
value: direction=cautious · date=2026-05-01
<a id="atom-e0cce9bb539336c0"></a>🟥 2026-04-30 X·@FirstSquawk [老化中] · 政策选项 · 宏观利率
GIVE POLICYMAKERS LED BY KAZUO UEDA ROOM TO DELAY TIGHTENING
tags: 好信源 · → daily
value: direction=delay tightening · date=2026-05-01
<a id="atom-d2228b6755e04e68"></a>🟦 2026-04-28 X·@FirstSquawk · Ueda statement on Middle East monitoring · 地缘政治/宏观利率
Bank of Japan Governor Ueda said Middle East developments require careful monitoring for their impact on financial and currency markets, Japan’s economy, and prices.
tags: 好信源 · → daily
<a id="atom-58d76b65e9878675"></a>🟦 2026-04-28 X·@FirstSquawk · Governor Ueda noted Tamura proposed inflation wording · 管理层表态/监管政策
Bank of Japan Governor Ueda noted that Tamura proposed including wording in the outlook report stating underlying inflation aligns with the inflation target.
tags: 好信源 · → daily
<a id="atom-152168fa16603e7e"></a>🟦 2026-04-28 X·@FirstSquawk [老化中] · Governor Ueda noted that Middle East uncertainty has reduced the chances of the price and economic outlook playing out as expected · 地缘政治/宏观利率
Bank of Japan Governor Ueda noted that Middle East uncertainty has reduced the chances of the price and economic outlook playing out as expected.
tags: 好信源 · → daily
<a id="atom-ef8271f0378f4be5"></a>🟦 2026-04-28 X·@FirstSquawk · underlying inflation has not fully stabilized · 宏观利率/央行表态
Bank of Japan Governor Ueda noted that underlying inflation has not fully stabilized at the 2% level.
tags: 好信源 · → daily
value: qty=2% · date=2026-04-28
<a id="atom-53b5777e7cb25679"></a>🟦 2026-04-28 X·@financialjuice · 无法确定评估下次加息时机所需月份数 · 利率政策
I can't say how many months it would take to gauge timing of our next rate hike.
tags: 好信源 · → daily
<a id="atom-a6f3739f663ba31b"></a>🟥 2026-04-27 X·@FirstSquawk [老化中] · 利率决策预期 · 宏观利率
Bank of Japan expected to hold rates amid Iran war-driven inflation fears
tags: 好观点 · → daily
<a id="atom-d15d90681e431009"></a>🟦 2026-04-27 X·@financialjuice · 政策利率 · 宏观利率
BoJ Rate Decision Actual 0.75% (Forecast 0.75%, Previous 0.75%)
tags: 好数字 · → daily
value: qty=0.75% · date=2026-04-28
<a id="atom-1dfb16c29e21eada"></a>🟦 2026-04-27 X·@FirstSquawk · Nakagawa noted that although uncertainty in the Middle East persists, recent economic conditions point to upward price risks under still-accommodative financial settings · 宏观利率/监管政策
Bank of Japan says Nakagawa noted that although uncertainty in the Middle East persists, recent economic conditions point to upward price risks under still-accommodative financial settings.
tags: 好观点·好信源 · → daily
value: date=2026-04-28 · direction=upward
<a id="atom-75c4319f2df593d9"></a>🟦 2026-04-27 X·@FirstSquawk · short-term policy rate target proposal · 宏观利率
Bank of Japan says Nakagawa, Takata and Tamura put forward a proposal to lift the short-term policy rate target from 0.75% to 1.0%.
tags: 好信源 · → daily
value: qty=from 0.75% to 1.0% · direction=increase
<a id="atom-6f019894c960d3bc"></a>🟦 2026-04-27 X·@FirstSquawk · 政策立场表述 · 宏观利率
Bank of Japan says easy financial conditions are likely to continue supporting overall economic activity.
tags: 好信源 · → daily

⏱ 时间轴 (近 20)

🟥 2026-07-02 · position · June rate hike appropriateness · → daily
🟦 2026-07-02 · fact · 货币政策立场 · → daily
🟦 2026-07-02 · fact · 经济蓝图中无新内容 · → daily
🟥 2026-06-30 · narrative · Ueda has been a bit slow to hike · → daily
🟦 2026-06-29 · fact · 新理事佐藤将召开新闻发布会 · → daily
🟦 2026-06-20 · fact · rate hike · → daily
🟦 2026-06-18 · narrative · bond-buying approach should ensure market free pricing · → daily
🟦 2026-06-18 · fact · policy autonomy · → daily
🟦 2026-06-18 · fact · Kazuo Himino 回避评论市场对未来加息的定价 · → daily
🟦 2026-06-18 · forecast · 将提供石油对通胀影响的更全面审查 · → daily
🟦 2026-06-18 · narrative · Himino 表态 · → daily
🟦 2026-06-18 · fact · 政策指引需反映金融状况 · → daily
🟦 2026-06-15 · fact · 基准利率上调至1.0% · → daily
🟦 2026-06-15 · fact · 利率决策 · → daily
🟦 2026-06-15 · fact · 政策利率变动 · → daily
🟦 2026-06-15 · fact · 投票结果 · → daily
🟦 2026-06-15 · fact · 加息原因 · → daily
🟥 2026-06-14 · narrative · 加息预期 · → daily
🟦 2026-06-10 · forecast · 预期加息至 1.00% · → daily
🟦 2026-06-10 · fact · 经济学家预测加息比例 · → daily

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