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息的预期。但周期股相对于防御股的表现持续走强,显示股票投资者对利率保持高位依然乐观。  3、MSCI日本银行股的相对表现与10年期日债利率率密切相关。2020年以来,MSCI日本银行股/MSCI日本指数与日本十年期国债收益率的走势高度正相关,主要是因为银行业是利率上升环境中的直接受益者。随着日本通胀预期持续抬升,日本长债利率不断上行,而日本银行股受益于通胀抬升的预期,相对于日股的走势与10年期日本

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