日本7年期国债 (Japan7Y) 加自选

周五，日经225指数暴跌2.66%，收于37068点，东证指数下跌10.91%，收于2623点，日本股市收于两个月低点，因为有报道称以色列对伊朗实施了罢工，风险资产在全球范围内遭到抛售。日本股市也跟随华尔街又一个疲软的交易日，美联储官员的鹰派言论进一步削弱了人们对降息的情绪。在日本，数据显示，总体通胀率从2月份的3.8%小幅降至3月份的3.7%，而核心通胀率放缓至2.6%，超出预期。科技股领跌，东京电子（-8.7%）、迪斯科公司（-8%）、Socionext（-6.6%）、Lasertec（-8.4%）和Advantest（-4.4%）大幅下跌。其他所有板块均下跌，包括权重股汽车、零售和工业股。日经指数和东证指数本周分别下跌6.21%和4.82%，日经指数创下2020年3月以来最大单周跌幅。

The Nikkei 225 Index plunged 2.66% to close at 37,068 while the broader Topix Index dropped 10.91% to 2,623 on Friday, with Japanese shares closing at two-month lows as risk assets sold off globally following reports that Israel carried out strikes against Iran. Japanese shares also tracked another weak session on Wall Street as hawkish commentary from Federal Reserve officials further dented sentiment around interest rate cuts. In Japan, data showed that the headline inflation rate edged lower to 3.7% in March from 3.8% in February, while the core inflation rate slowed more than expected to 2.6%. Technology stocks led the selloff, with sharp losses from Tokyo Electron (-8.7%), Disco Corp (-8%), Socionext (-6.6%), Lasertec (-8.4%) and Advantest (-4.4%). All other sectors declined, including heavyweight auto, retail and industrial stocks. The Nikkei and Topix indexes lost 6.21% and 4.82%, respectively, this week, with the Nikkei posting its sharpest weekly fall since March 2020.

在东京，日经225指数周五下跌980点，跌幅2.57%。东京电子（-8.50%）、Screen Holdings（-7.13%）和Sumco（-6.62%）领跌。

In Tokyo, the Nikkei 225 Index decreased 980 points or 2.57 percent on Friday. Losses were driven by Tokyo Electron (-8.50%), Screen Holdings (-7.13%) and Sumco (-6.62%).

日元兑美元汇率短暂升值超过154，从34年低点略有反弹，因为日本央行行长上田一夫表示，如果日元疲软导致进口成本上升导致价格持续上涨，央行可能会再次加息。他补充说，日本央行将在下周政策会议上公布的季度增长和价格预测中显示日元贬值对经济的影响。在美国、日本和韩国的高级财政官员同意在本周的会议上就外汇市场进行协调后，对当局干预的担忧也为日元提供了一些支持。尽管如此，日本央行董事会成员野口朝日表示，未来政策调整的步伐预计将缓慢，无法与最近紧缩周期中的其他主要央行相比，因此日本货币仍接近34年低点。与此同时，强劲的美国数据和美联储的鹰派评论推高了美元。

The Japanese yen briefly appreciated past 154 per dollar, rebounding slightly from 34-year lows as Bank of Japan Governor Kazuo Ueda said that the central bank may raise interest rates again if the yen’s weakness leads to sustained price increases through higher import costs. He added that the BOJ will show in its quarterly growth and price projections due at its policy meeting next week how the yen’s depreciation has affected the economy. Fears of intervention from authorities also provided the yen some support after top finance officials from the US, Japan and South Korea agreed to coordinate on foreign exchange markets during their meeting this week. Still, Japan’s currency remained close to 34-year lows as BOJ board member Asahi Noguchi said that the pace of future policy adjustment is expected to be slow and cannot be compared to that of other major central banks in the recent tightening cycle. Meanwhile, strong US data and hawkish Fed commentary pushed up the dollar.

周五，日经225指数下跌2%，至37300点以下的两个月低点，东证指数下跌1.6%，至2635点的一个月低点。由于美联储官员的鹰派言论进一步削弱了人们对降息的情绪，日本股市在华尔街又一个交易日表现疲软。明尼阿波利斯联储主席尼尔·卡什卡利呼吁对降息保持耐心，称第一步可能要到2025年才能实施。在日本，数据显示，总体通胀率从2月份的3.8%小幅降至3月份的3.7%，而核心通胀率放缓至2.6%，超出预期。科技股领跌，东京电子（-5.7%）、迪斯科公司（-5.6%）和Socionext（-6.1%）大幅下跌。其他所有板块均下跌，包括权重股汽车、零售和工业股。日经指数和东证指数本周将分别下跌5.8%和4.4%。

The Nikkei 225 Index dropped 2% to 2-month lows below 37,300 while the broader Topix Index tumbled 1.6% to a 1-month low of 2,635 on Friday, with Japanese shares tracking another weak session on Wall Street as hawkish commentary from Federal Reserve officials further dented sentiment around interest rate cuts. Minneapolis Fed President Neel Kashkari called for patience in rate reductions, saying the first move may not take place until 2025. In Japan, data showed that the headline inflation rate edged lower to 3.7% in March from 3.8% in February, while the core inflation rate slowed more than expected to 2.6%. Technology stocks led the selloff, with sharp losses from Tokyo Electron (-5.7%), Disco Corp (-5.6%) and Socionext (-6.1%). All other sectors declined, including heavyweight auto, retail and industrial stocks. The Nikkei and Topix indexes are on track to lose 5.8% and 4.4%, respectively, this week.