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中国10年期政府债券收益率下跌2.3%，因投资者对这个世界第二大经济体的喜忧参半的数据作出反应。数据显示，4月份中国工业生产增长超过预期，而零售额和固定资产投资增长低于预期。中国的失业率也从3月份的5.2%降至4月份的5%。与此同时，中国将于周五开始发行1380亿美元的超长债券，政策制定者将增加基础设施项目支出，以促进经济增长。政府将于5月17日开始发行30年期债券，5月24日开始发行20年期债券和6月14日开始发行50年期债券。在货币政策方面，中国人民银行在5月份确定的一年期中期贷款利率保持在2.5%不变。今年，中国国债收益率面临压力，跌至历史低点，因为充满挑战的经济复苏促使人们押注于进一步放松货币政策。

China’s 10-year government bond yield was subdued 2.3% as investors reacted to mixed data in the world’s second-largest economy. Data showed that industrial production in China grew more than expected in April, while retail sales and fixed asset investment rose less than anticipated. China’s unemployment rate also fell to 5% in April from 5.2% in March. Meanwhile, China kicks off its $138 billion ultra-long bond issuance on Friday as policymakers increase spending on infrastructure projects to bolster economic growth. The government will begin issuing 30-year bonds on May 17, 20-year bonds on May 24, and 50-year bonds on June 14. On the monetary policy front, the People’s Bank of China kept its one-year medium term lending facility rate unchanged at 2.5% during its May fixing. Chinese yields came under pressure this year, falling to record lows as a challenging economic recovery prompted bets on further monetary easing.

日本10年期政府债券收益率升至0.93%以上，回落至六个月高点。此前，日本央行保持了与上次操作相同的债券购买量，选择不在本周早些时候突然削减债券购买。市场猜测，日本央行保持购买金额不变，因为日元受益于美元的广泛走弱，但交易员仍押注央行将在6月的政策会议上决定减少债券购买。日本央行行长上田一夫也表示，他没有立即出售央行ETF的计划。与此同时，本周早些时候的数据显示，日本经济在2024年第一季度年化收缩2%，这比市场预期的收缩1.5%还要糟糕，因为私人消费连续第四个季度下降。最新数据使日本央行的立场复杂化，日本央行需要平衡对经济的支持与捍卫疲软货币的努力。

Japan’s 10-year government bond yield rose above 0.93%, marching back toward six-month highs after the Bank of Japan left its bond buying amounts the same as the previous operation, opting not to follow up with a surprise cut to debt buying earlier this week. Markets speculated that the BOJ left the purchase amounts unchanged because the yen benefited from a broad weakening of the dollar, but traders are still betting that the central bank will decide to reduce bond buying at the June policy meeting. BOJ Governor Kazuo Ueda also said he has no immediate plan to sell the central bank’s ETF holdings. Meanwhile, data earlier this week showed that Japan’s economy contracted at an annualized 2% in the first quarter of 2024, coming in worse than market expectations for a 1.5% contraction as private consumption fell for the fourth straight quarter. The latest figures complicate the BOJ’s stance, which needs to balance its support for the economy with efforts to defend a weak currency.

日元兑美元汇率跌至156日元，在日本央行保持其债券购买量与之前的操作相同，选择不在本周早些时候突然削减债券购买后，日元再次面临压力。市场猜测，日本央行保持购买金额不变，因为日元受益于美元的广泛走弱，但交易员仍押注央行将在6月的政策会议上决定减少债券购买。日本央行行长上田一夫也表示，他没有立即出售央行ETF的计划。与此同时，本周早些时候的数据显示，日本经济在2024年第一季度年化收缩2%，这比市场预期的收缩1.5%还要糟糕，因为私人消费连续第四个季度下降。最新数据使日本央行的立场复杂化，日本央行需要平衡对经济的支持与捍卫疲软货币的努力。

The Japanese yen weakened toward 156 per dollar, facing renewed pressure after the Bank of Japan left its bond buying amounts the same as the previous operation, opting not to follow up with a surprise cut to debt buying earlier this week. Markets speculated that the BOJ left the purchase amounts unchanged because the yen benefited from a broad weakening of the dollar, but traders are still betting that the central bank will decide to reduce bond buying at the June policy meeting. BOJ Governor Kazuo Ueda also said he has no immediate plan to sell the central bank’s ETF holdings. Meanwhile, data earlier this week showed that Japan’s economy contracted at an annualized 2% in the first quarter of 2024, coming in worse than market expectations for a 1.5% contraction as private consumption fell for the fourth straight quarter. The latest figures complicate the BOJ’s stance, which needs to balance its support for the economy with efforts to defend a weak currency.

香港股市在周五早盘交易中下跌30点，跌幅0.16%，至19411点，与前一交易日的上涨有所不同，因为交易员对中国喜忧参半的活动数据做出了反应。官方数据显示，4月份工业产出增长超过预期，但零售额增幅为15个月来最低。此外，固定投资在2024年前四个月的扩张幅度低于预期。本周早些时候，美国总统拜登对包括电动汽车和芯片在内的一些中国商品上调关税。房地产和金融股主要拖累该指数，领头羊腾讯。下跌0.2%。其他跌幅较大的是李汽车（-3.4%）。，安踏体育（-1.6%）和美团（-0.7%）。尽管如此，受北京和香港多项支持措施的提振，恒生指数本周将连续第四次上涨，涨幅超过2%，保持9个多月来的最高水平。与此同时，中国内阁将于今天晚些时候就确保交付未完工房屋的新政策举行简报会。

Shares in Hong Kong fell 30 points or 0.16% to 19,411 on Friday morning deals, shifting from a rally in the prior session as traders reacted to mixed activity data in China. Official figures showed that industrial output growth beat forecasts in April but retail sales rose the least in 15 months. Also, fixed investment expanded less than expected during the first four months of 2024. Earlier in the week, US President Biden launched tariff increases on some Chinese goods, including EVs and chips. Property and financials mainly weighed the index, with bellwether Tencent Hlds. edging down 0.2%. Other decliners were Li Auto (-3.4%)., Anta Sport (-1.6%), and Meituan (-0.7%). Still, the Hang Seng is heading for the fourth straight gain for the week, jumping over 2% to stay at its highest in over nine months, boosted by multiple support measures from Beijing and Hong Kong. Meantime, China's cabinet will hold a briefing later today on new policies to ensure the delivery of unfinished homes.