日元周四再次走软至1美元兑156日元左右，此前一交易日因日本当局的另一次干预而飙升至1美元兑换153日元，这是本周第二次。日本政府拒绝证实是否是日元本周短暂反弹的幕后黑手，尽管高级货币外交官金田正人表示，他们将在下月底公布结果，并将根据需要在外汇市场采取适当行动。一份报告还建议，日本可能会通过税收优惠，鼓励企业将利润兑换成日元。今年迄今为止，日元兑美元下跌超过10%，因为日本央行将利率保持在超低水平，促使交易员借入日元并投资于收益率较高的货币。

The Japanese yen weakened again to around 156 per dollar on Thursday after surging to as high as 153 per dollar in the previous session on another suspected intervention by Japanese authorities, the second time this week. Japan’s government refused to confirm whether it was behind the short-lived rallies in the yen this week, although op currency diplomat Masato Kanda said they will disclose results at the end of next month and will take appropriate action in the FX market as needed. A report also suggested that Japan may introduce incentives for companies to convert profits into yen with tax breaks. The yen lost more than 10% against the dollar so far this year as the Bank of Japan kept interest rates ultra-low, prompting traders to borrow yen and invest in higher-yielding currencies.

香港股市周四早盘上涨402点，涨幅2.2%，至18164点。美联储主席鲍威尔淡化了进一步加息的前景后，美国期货价格飙升，周三假期后交易恢复。正如预期的那样，央行也在第六次会议上保持利率不变。恒生指数接近5-1/2个月来的最高水平，交易员欢迎香港金融管理局（HKMA）采取行动，将基准利率稳定在5.75%，因为香港的货币政策与美联储的决定步调一致。4月中国强劲的工厂活动继续支撑风险偏好。与此同时，北京正准备在7月召开第三次全体会议。该活动是高层管理人员讨论推进大陆现代化努力的会议论坛。所有板块均上涨，腾讯等权重股早盘上涨。（3.5%）、小米（1.7%）、美团（7.5%）、农夫山泉有限公司（3.1%）和旅行社。Com（2.2%）。

Shares in Hong Kong jumped 402 points 2.2% to 18,164 on Thursday morning deals as trading resumed from Wednesday's holiday amid an upsurge in US futures after Fed Chair Powell downplayed the prospect of further interest-rate hikes. The central bank also kept interest rates unchanged for the sixth gathering, as expected. The Hang Seng was near its highest level in 5-1/2 months, with traders welcoming an action by the Hong Kong Monetary Authority (HKMA) to leave its base rate steady at 5.75% as monetary policy in the city moves in lockstep with the Fed's decision. Robust factory activity in China for April continued to support risk appetite. Meanwhile, Beijing is preparing to hold the third plenum in July. The event is a meeting forum for top executives to discuss efforts to boost modernization in the mainland. All sectors rallied, with early advancers from heavyweights such as Tencent Hlds. (3.5%), Xiaomi Corp. (1.7%), Meituan (7.5%), Nongfu Spring Ltd. (3.1%), and Trip.Com (2.2%).

美元指数在上一交易日大幅下跌后，于周四稳定在105.7左右，原因是美联储保持利率稳定，美联储主席鲍威尔排除了再次加息的可能性，重申了美联储尽管有所延迟，但仍倾向于宽松政策。与此同时，政策制定者承认，通胀在过去一年有所放缓，但仍在上升，并表示近几个月来，央行的通胀目标缺乏进一步进展。投资者现在期待周五发布的美国关键月度就业报告，以衡量劳动力市场的实力，并进一步指导利率前景。美元兑大多数主要货币下跌，但兑日元仍极不稳定，日元因涉嫌日本当局干预而短暂反弹。

The dollar index steadied around 105.7 on Thursday after falling sharply in the previous session as the Federal Reserve held interest rates steady and Fed Chair Powell ruled out the possibility of another rate hike, reiterating the central bank’s easing bias despite a delay. Meanwhile, policymakers acknowledged that inflation has moderated over the past year but remains elevated, saying there has been a lack of further progress toward the central bank's inflation objective in recent months. Investors now look ahead to a key US monthly jobs report on Friday to gauge the strength of the labor market and guide the rates outlook further. The dollar nursed losses against most major currencies, but remained extremely volatile versus the yen which staged short-lived rallies on suspected intervention by Japanese authorities.

2024年3月，对澳大利亚的商品进口环比增长4.2%，达到398.8亿澳元的历史新高。

Imports of goods to Australia jumped by 4.2% month-over-month to a record high of AUD 39.88 billion in March 2024.

亚洲股市周四涨跌互现，此前华尔街也采取了类似举措，因为美联储保持利率稳定，美联储主席鲍威尔排除了再次加息的可能性。投资者还消化了亚洲各地的大量制造业PMI数据，以及韩国通胀数据和澳大利亚贸易数据。澳大利亚和香港股市上涨，日本和韩国股市下跌。假期期间，中国股市仍处于休市状态。

Asian equity markets were mixed on Thursday following similar moves on Wall Street as the US Federal Reserve held interest rates steady and Fed Chair Powell ruled out the possibility of another rate hike. Investors also digested a raft of manufacturing PMI data across Asia, as well as South Korean inflation numbers and Australian trade figures. Shares in Australia and Hong Kong advanced, while Japanese and South Korea stocks declined. Markets in China remained shut for the holidays.

初步数据显示，经季节性调整后，2024年3月，澳大利亚私人住宅审批量环比增长3.8%，达到8891套，较2月12.4%的上调增长有所放缓。大多数州对私营部门住房的批准都有所增加：维多利亚州（6%）、新南威尔士州（4%）、昆士兰州（3.2%）和南澳大利亚州（1.1%）。与此同时，西澳大利亚州的审批量下降了1.8%。

Private house approvals in Australia rose on a seasonally adjusted basis by 3.8% month-on-month to 8,891 units in March 2024, slowing from an upwardly revised 12.4% gain in February, preliminary data showed. Approvals for private sector houses increased in most states: Victoria (6%), New South Wales (4%), Queensland (3.2%) and South Australia (1.1%). Meanwhile, approvals fell in Western Australia by 1.8%.

周四早盘，基准KOSPI指数下跌0.3%，至2685点左右，结束了连续三天的上涨势头，此前美联储保持利率不变，美联储主席鲍威尔排除了再次加息的可能性，同时投资者消化了一批经济数据。韩国4月份的年度消费者通胀率从上月的3.1%降至2.9%，低于3%的预测。此外，该国的出口同比增长从3月份的3.1%加速至13.8%，而预期为13.7%。与此同时，韩国4月制造业采购经理人指数降至49.4，这表明经营状况急剧恶化，为八个月来最严重。在各板块中，金融股跌幅最大，KB Financial（-3.3%）、Shinhan Financial（-2%）、Hana Financial（-2.6%）和Samsung Life（-2.4%）大幅下跌。

The benchmark KOSPI fell 0.3% to around 2,685 points in early trade on Thursday, snapping a three-day winning streak, after the US Federal Reserve kept interest rates unchanged and Fed Chair Powell ruled out another rate hike, while investors digested a batch of economic data. South Korea’s annual consumer inflation slowed to 2.9% in April from 3.1% in the prior month and below forecasts of 3%. Also, the country’s export growth surged to 13.8% year-on-year, compared to expectations of 13.7%, accelerating from 3.1% in March. Meanwhile, South Korea’s manufacturing PMI declined to 49.4 in April, signaling a sharper deterioration in operating conditions, which was the steepest in eight months. Among sectors, finance stocks posted the biggest decline, with sharp losses from KB Financial (-3.3%), Shinhan Financial (-2%), Hana Financial (-2.6%), and Samsung Life (-2.4%).

初步数据显示，2024年3月，澳大利亚批准的经季节性调整的总住房估计数环比增长1.9%，达到12947套，扭转了2月0.9%的上调跌幅，但未达到市场预期的3%的涨幅。这标志着五个月来最强劲的增长，私营部门住房（3.8%）和不包括住房的私营部门住宅（3.6%）都出现了强劲的增长。从地理位置来看，维多利亚州（3.2%）和西澳大利亚州（1.5%）的住房总量有所上升，而塔斯马尼亚州（-18.1%）、南澳大利亚州（-7%）、昆士兰（-5.2%）和新南威尔士州（-1.2%）的住房总数有所下降。

The seasonally adjusted estimate for total dwellings approved in Australia increased by 1.9% month-on-month to 12,947 units in March 2024, reversing from an upwardly revised 0.9% fall in February but missing market expectations for a 3% gain, preliminary data showed. It marked the strongest growth in five months, with private sector houses (3.8%) and private sector dwellings excluding houses (3.6%) both posting strong gains. On a geographical basis, total dwellings rose in Victoria (3.2%) and Western Australia (1.5%), while falling in Tasmania (-18.1%), South Australia (-7%), Queensland (-5.2%) and New South Wales (-1.2%).

2024年3月，澳大利亚的商品出口小幅增长01%，达到449.1亿澳元，主要受其他矿物燃料的推动。由于肉类和肉类制剂（6.3%）、谷物和谷物制剂（5.1%），农村商品出货量增长2.8%，达到57.0亿澳元。此外，非货币性黄金销售额增长1.3%，达到27.3亿澳元。与此同时，非农村商品销售额下降0.4%，至364.7亿澳元，煤炭、焦炭和煤块（-7.5%）、金属矿石和矿物（-0.6%）、其他制造商（-1.5%）和其他非农村商品（-7.8%）的销售额下降，被其他矿物燃料（5.7%）、金属（8.8%）和机械（8.7%）的增长所抵消。在最初的基础上，对该国最大贸易伙伴中国的出境货运量激增11%，从2月份的10.4暴跌大幅反弹。对韩国（26.4%）、新加坡（23.9%）和美国（14.9%）的出口也飙升。

Exports of goods from Australia inched up 01% mom to AUD 44.91 billion in March 2024, mainly boosted by other mineral fuels. Shipments of rural goods grew by 2.8% to AUD 5.70 billion due to meat and meat preparations (6.3%), cereal grains & cereal preparations (5.1%). Also, sales of non-monetary gold rose by 1.3% to AUD 2.73 billion. Meanwhile, sales of non-rural goods fell 0.4% to AUD 36.47 billion, with shrinking sales of coal, coke & briquettes (-7.5%), metal ores and minerals (-0.6%), other manufacturers (-1.5%), and other non-rural (-7.8%), offset by increased in other mineral fuels (5.7%), metals (8.8%), and machinery (8.7%). On the original basis, outbound shipments to the country's largest trading partner, China, surged by 11%, rebounding sharply from a 10.4 plunge in February. Exports also soared to South Korea (26.4%), Singapore (23.9%), and the US (14.9%).

2024年3月，澳大利亚的货物贸易顺差从上月下调的65.9亿澳元降至50.2亿澳元，低于市场预测的73.0亿澳元。这是自2020年11月以来最小的贸易顺差，因为出口增长远低于进口。出货量较上月微涨0.1%，至449.1亿澳元，主要受其他矿物燃料提振。在最初的基础上，对该国最大贸易伙伴中国的出境货运量激增11%，从2月份的10.4暴跌大幅反弹。与此同时，由于消费、资本和中间产品的增长，进口增长4.2%，达到398.9亿澳元的历史新高。

Australia's trade surplus on goods declined to AUD 5.02 billion in March 2024 from a downwardly revised AUD 6.59 billion in the previous month, below market forecasts of AUD 7.30 billion. It was the smallest trade surplus since November 2020, as exports grew much softer than imports. Shipments edged up 0.1% from a month earlier to AUD 44.91 billion, mainly boosted by other mineral fuels. On the original basis, outbound shipments to the country's largest trading partner, China, surged by 11%, rebounding sharply from a 10.4 plunge in February. Meanwhile, imports increased by 4.2% to a record high of AUD 39.89 billion due to rises in consumption, capital, and intermediate goods.

5月2日，香港金融管理局（金管局）将基准利率稳定在5.75%，此前数小时，美联储连续第六次退出货币紧缩周期。亚洲金融中心的货币政策与美国保持一致，因为当地货币与美元挂钩。周四的举措正值借贷成本上升之际，这给该市从疫情低迷中复苏带来了压力。政府最近预测，亚洲金融中心2024年的GDP增长率为2.5%至3.5%，低于2023年3.2%的增长率。

The Hong Kong Monetary Authority (HKMA) maintained its base rate steady at 5.75% on May 2nd, hours after the US Federal Reserve left its monetary tightening cycle for the sixth consecutive meeting. Monetary policy in the Asian finance hub moved in line with the US as the local currency is pegged to the greenback. Thursday's move came amid elevated borrowing costs that has weighed on the city's recovery from a pandemic slump. The government recently projected that the 2024 GDP growth of 2.5 to 3.5% in the Asian finance hub, softer than a 3.2% expansion in 2023.

标普全球台湾制造业PMI从3月的49.3升至2024年4月的50.2，这是两年来首次扩张，尽管注册增长幅度不大。产出和新订单同时增长，就业率也有所回升。尽管如此，小组成员继续报告说，市场需求仍然相对低迷，因此对购买活动保持了谨慎的态度，而是表示倾向于尽可能利用库存。与此同时，在原材料成本大范围上涨的背景下，投入品价格通胀加剧，尽管企业将这些成本转嫁给客户的能力仍然有限，4月份产出费用再次小幅下降。展望未来，企业希望市场需求将改善，导致销售额和产量回升。

The S&P Global Taiwan Manufacturing PMI rose to 50.2 in April 2024 from 49.3 in March, expanding for the first time in two years, although registered growth was marginal. There were concurrent rises in output and new orders, plus a return to rising employment. Panelists nonetheless continued to report that market demand remained relatively subdued, and therefore retained a cautious approach to buying activity, instead signaling a preference to utilize inventories wherever possible. Meanwhile, input prices inflation picked up on the back of a broad-based rise in raw material costs, though firms remained limited in their ability to pass these on to customers with output charges falling marginally again in April. Looking ahead, firms are hopeful that market demand will improve, leading to a pickup in sales and output.

标普全球韩国制造业采购经理人指数从3月份的49.8降至2024年4月的49.4，这表明运营状况出现了八个月来最严重的恶化。尽管如此，最新报告指出，在客户信心不断增强的一些迹象中，韩国制造业的产出和新订单都出现了新的增长，尽管只是小幅增长。然而，由于需求环境仍然疲软，企业仍保持谨慎，就业人数一年来首次减少。与此同时，供应商的交货时间自2013年5月以来最大程度地缩短。在价格方面，出现了通货膨胀压力上升的迹象。原材料、石油和物流价格的上涨导致公司将销售价格提高到去年11月以来的最大程度。展望未来，12个月的前景是积极的，因为公司预计国内和国际订单将持续复苏。

The S&P Global South Korea Manufacturing PMI fell to 49.4 in April 2024 from 49.8 in March, signaling a sharper deterioration in operating conditions which was the steepest in eight months. Still, the latest report pointed to renewed, albeit fractional, increases in both output and new orders in the South Korean manufacturing sector amid some signs of growing client confidence. However, there was a reduction in employment for the first time in a year as firms remained cautious given a still muted demand environment. Meanwhile, suppliers' delivery times shortened to the greatest extent since May 2013. On the price front, there were signs of rising inflationary pressures. Higher prices for raw materials, oil and logistics led firms to raise their selling prices to the largest degree since November last year. Looking ahead, the 12-month outlook was positive as firms expect a sustained recovery in domestic and international orders.

周四，日经225指数下跌0.5%，收于38100点以下，东证指数下跌0.3%，收于2720点，受科技股拖累，日本股市连续第二个交易日下跌。在美联储保持利率稳定，美联储主席鲍威尔排除了再次加息的可能性后，美国股市隔夜涨跌互现。日本股市也受到日元大幅上涨的压力，这是本周第二次受到政府可能再次干预的推动。科技板块跌幅居前的是Socionext（-1.4%）、Disco Corp（-1.6%）、Tokyo Electron（-0.4%）、Ibiden（-4%）和Advantest（-0.3%）。其他指数权重股也下跌，包括三菱日联（-0.9%）、三井住友（-1.5%）和丰田汽车（-0.8%）。

The Nikkei 225 Index fell 0.5% to below 38,100 while the broader Topix Index lost 0.3% to 2,720 on Thursday, with Japanese shares sliding for the second straight session as technology stocks weighed. Those moves came as US stocks ended mixed overnight after the US Federal Reserve held interest rates steady and Fed Chair Powell ruled out the possibility of another rate hike. Japanese equities also came under pressure from a sharp rally in the yen driven by another possible government intervention, the second time this week. Losses in the technology sector were led by Socionext (-1.4%), Disco Corp (-1.6%), Tokyo Electron (-0.4%), Ibiden (-4%) and Advantest (-0.3%). Other index heavyweights also declined, including Mitsubishi UFJ (-0.9%), Sumitomo Mitsui (-1.5%) and Toyota Motor (-0.8%).

标普全球泰国制造业采购经理人指数从上月的49.1降至2024年4月的48.6，这表明工厂活动连续第九个月收缩。新订单连续第10个月下降，导致产量再次下降，采购活动出现疫情以来的最大降幅。此外，新的出口订单出现了三年多来最大的萎缩。与此同时，就业率在前九个月下降后趋于稳定。积压工作连续第10个月减少，尽管是这一序列中最慢的一个月。在速度较慢的运输网络上，交货时间五个月来首次延长。在成本方面，投入价格和产出成本都低于长期平均水平。虽然投入成本基本没有变化，但产出价格的上涨速度是两年半以来第二慢的。展望未来，市场情绪从3月份的10个月高点有所软化，但仍高于疫情前的趋势，因为公司预计将赢得新客户。

The S&P Global Thailand Manufacturing PMI was down to 48.6 in April 2024 from 49.1 a month earlier, pointing to the ninth straight month of contraction in factory activity. New orders fell for the 10th month, resulting in a renewed drop in output and the steepest fall in purchasing activity since the pandemic. Further, new export orders shrank the most in over three years. At the same time, employment stabilized after declining in the prior nine months. Backlogs of work decreased for the 10th month, albeit at one of the weakest rates over this sequence. Delivery times were longer for the first time in five months, on slower transport networks. On the cost front, both input prices and output costs were below their long-run averages. While input costs were broadly unchanged, output prices rose at the second-weakest pace in over 2-1/2 years. Looking ahead, sentiment softened from March's 10-month high but remained above the pre-pandemic trend as companies expected to win new customers.