-- 日经新闻周二发布的一项调查显示，随着长期债券收益率上升，日本约半数主要寿险公司将在2026财年增持国内债券。 十大寿险公司中有五家计划增持日本国债，高于去年同期的四家，20年期国债收益率约为3.3%。报告指出，与美国国债收益率差距的缩小以及对冲成本的增加降低了外债的吸引力，只有日本生命保险和明治安田生命保险计划增持。 报告称，明治安田生命保险将购买约1万亿日元的超长期债券，而日本邮政保险（TYO:7181）将近20年来首次增持。 报告还指出，十大寿险公司持有的国内债券总额仍将减少约1.5万亿日元，降幅小于去年同期。所有公司都计划增加对私募信贷等另类资产的配置。 （市场动态新闻来源于与全球市场专业人士的对话。这些信息据信来自可靠来源，但可能包含传闻和推测。准确性无法保证。）
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