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周四，随着日本央行开始为期两天的货币政策会议，日元兑美元汇率突破155，跌至34年来的新低。人们普遍预计，日本央行在3月份退出负利率后将保持利率不变，但随着日元走软超过市场此前表示将促使东京采取行动的心理关键水平，交易员将关注任何鹰派信号。日本央行行长上田一夫上周在G20峰会上也表示，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。此外，他本周表示，如果趋势通胀如预期那样加速向2%的目标迈进，日本央行将再次加息。与此同时，日本财务大臣铃木顺一表示，他不会对外汇水平发表评论。

The Japanese yen breached the 155 per dollar level on Thursday, sinking to new 34-year lows as the Bank of Japan kicks off its two-day monetary policy meeting. The BOJ is widely expected to keep rates unchanged after exiting negative rates in March, but traders will watch for any hawkish signals as the yen weakened past the psychologically key level that markets previously said would prompt Tokyo into action. BOJ Governor Kazuo Ueda also said at the G20 summit last week that the central bank may raise interest rates again if the yen’s weakness leads to sustained price increases through higher import costs. Moreover, he said this week that the BOJ will hike rates again if trend inflation accelerates toward the 2% target as expected. Meanwhile, Japan Finance Minister Shunichi Suzuki said he won’t comment on foreign exchange levels.

亚洲股市周四下跌，追随美国股票期货的大幅下跌，Meta Platforms在第二季度收入指导疲软的情况下在盘后交易中暴跌。投资者还为今天晚些时候公布的美国GDP数据做好了准备，这些数据可能会影响美联储货币政策的前景。在亚洲，韩国经济第一季度增长3.4%，为2021年第四季度以来最强劲的增长。在其他地方，日本央行今天开始为期两天的货币政策会议，随着日元兑美元汇率跌破155，交易员们正在关注任何鹰派信号。日本、韩国、香港和中国的股价均下跌。澳大利亚和新西兰市场因假期休市。

Asian equity markets fell on Thursday, tracking a sharp decline in US stock futures as Meta Platforms plunged in after-hours trading on a weak revenue guidance for the second quarter. Investors also braced for US GDP data due later today that could influence the outlook for Federal Reserve monetary policy. In Asia, South Korea’s economy expanded 3.4% in the first quarter, the strongest growth since the fourth quarter of 2021. Elsewhere, the Bank of Japan kicks off its two-day monetary policy meeting today, with traders watching for any hawkish signals as the yen weakened past 155 per dollar. Shares in Japan, South Korea, Hong Kong and China all declined. Markets in Australia and New Zealand are closed for a holiday.

周四早盘，基准KOSPI指数下跌1.1%，至2645点左右，扭转了前一交易日的涨幅，尽管国内GDP数据强劲，但交易员仍保持谨慎立场，受美国国债收益率持续高企抑制市场情绪的影响。根据预先估计，在截至2024年3月的三个月里，韩国经济季度环比增长1.3%，这是自2021年12月以来的最大增幅，超过了增长0.6%的预测。强劲的数据刺激了市场对韩国央行将推迟降息的预期。多数板块出现亏损，芯片制造商领跌。芯片巨头SK海力士（SK Hynix）股价下跌2.6%，尽管其公布了近两年来的最高利润，同行三星电子（-1.7%）紧随其后。电池股在前一交易日强劲反弹后也有所回落，LG Energy Solution下跌1.6%，三星SDI下跌0.7%。

The benchmark KOSPI dropped 1.1% to around 2,645 points in early trade on Thursday, reversing gains from the previous session, as traders maintained a cautious stance despite robust domestic GDP figures, influenced by the persistently high US Treasury yields dampening market sentiments. South Korea's economy expanded 1.3% quarter-on-quarter in the three months to March 2024, the largest expansion since December 2021, and surpassing forecasts of a 0.6% rise, according to advance estimates. The strong data fueled market expectations that the Bank of Korea will delay reducing interest rates. Most sectors were in the red, with chipmakers leading the market lower. Chip giant SK Hynix contracted 2.6%, even after reporting its highest profit in almost two years, tracked by its peer Samsung Electronics (-1.7%). Battery stocks also retreated after a strong rally in the prior session, with LG Energy Solution tumbling 1.6%, and Samsung SDI falling 0.7%.

周四，日经225指数下跌1.3%，收于38000点以下，东证指数下跌0.8%，收于2688点。日本股市连续三天上涨，随着Meta Platforms在收入指引疲软的情况下盘后交易暴跌，美国股市期货大幅下跌。投资者还对可能影响美国利率前景的美国GDP数据做好了准备。在国内，日本央行今天开始为期两天的货币政策会议，随着日元兑美元汇率跌破155，交易员们正在关注任何鹰派信号。所有板块均下跌，指数权重股跌幅显著，如东京电子（-1.7%）、东京电力（-2.9%）、丰田汽车（-1.5%）、三菱重工（-2%）和迅销（-29%）。与此同时，瑞萨电子股价上涨3.4%，因季度业绩乐观。

The Nikkei 225 Index dropped 1.3% to below 38,000 while the broader Topix Index lost 0.8% to 2,688 on Thursday, with Japanese shares snapping a three-day advance and tracking a sharp decline in US stock futures as Meta Platforms plunged in after-hours trading on a weak revenue guidance. Investors also braced for US GDP data that could influence the outlook for interest rates stateside. Domestically, the Bank of Japan kicks off its two-day monetary policy meeting today, with traders watching for any hawkish signals as the yen weakened past 155 per dollar. All sectors declined, with notable losses from index heavyweights such as Tokyo Electron (-1.7%), Tokyo Electric Power (-2.9%), Toyota motor (-1.5%), Mitsubishi Heavy Industries (-2%) and Fast Retailing (-2.9%). Meanwhile, Renesas Electronics jumped 3.4% on upbeat quarterly results.