瑞郎/日元 (CHFJPY) 加自选

日元兑美元汇率跌至154.8左右，创下34年来的新低，促使一名高级官员对货币过度波动发出新的警告。日本财务大臣铃木顺一表示，上周美国、日本和韩国举行的三方会议为东京应对极端货币波动奠定了基础，这是他迄今为止对可能的协调干预发出的最强烈警告。投资者现在将关注日本央行本周的政策决定，预计该行将维持当前的货币环境。与此同时，日本央行行长上田一夫上周在20国集团峰会上表示，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，日本央行将在即将召开的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。

The Japanese yen weakened to around 154.8 per dollar, hitting new 34-year lows and prompting a top official to issue new warnings against excessive currency moves. Japan’s Finance Minister Shunichi Suzuki said last week’s trilateral meeting between the US, Japan and South Korea laid the groundwork for Tokyo to address extreme currency volatility, his strongest warning yet on a possible coordinated intervention. Investors will now focus on the Bank of Japan’s policy decision this week, where it is expected to maintain current monetary settings. Meanwhile, BOJ Governor Kazuo Ueda 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. He added that the BOJ will show in its quarterly growth and price projections due at the upcoming policy meeting how the yen’s depreciation has affected the economy.

周二，日经225指数上涨0.5%，收于37600点以上，东证指数上涨0.6%，收于2679点，日本股市连续第二个交易日上涨，随着对更广泛的中东冲突的担忧缓解，华尔街隔夜出现了科技股主导的反弹。在日本，投资者消化了4月份制造业活动接近稳定的数据，而服务业活动则出现了11个月来的最大扩张。投资者现在期待着日本央行本周晚些时候的政策决定。由于持续的通货膨胀和日元走弱，日本央行面临再次加息的压力，但央行表示将在一段时间内保持宽松的货币环境。指数权重股涨幅显著，如三菱UFJ（1.2%）、丰田汽车（0.9%）、东京电力（1.5%）、迅销（0.8%）和三井住友（1.4%）。

The Nikkei 225 Index gained 0.5% to above 37,600 while the broader Topix Index added 0.6% to 2,679 on Tuesday, with Japanese shares rising for the second straight session and tracking a tech-led rebound on Wall Street overnight as worries over a wider Middle East conflict eased. In Japan, investors digested data showing manufacturing activity neared stability in April, while services activity expanded the most in 11 months. Investors now look forward to the Bank of Japan’s policy decision later this week. The BOJ is under pressure to raise rates again due to persistent inflation and a weakening yen, but the central bank signaled that it will retain accommodative monetary settings for some time. Notable gains were seen from index heavyweights such as Mitsubishi UFJ (1.2%), Toyota Motor (0.9%), Tokyo Electric Power (1.5%), Fast Retailing (0.8%) and Sumitomo MItsui (1.4%).

澳新银行公布的日本服务业采购经理人指数从上月的54.1增至2024年4月的54.6。这是服务业连续第20个月增长，也是自2023年5月以来增长最快的一个月，新订单增长幅度为10个月来最大，而海外订单则加速增长。此外，就业的另一次稳步增长表明产能面临持续压力。在通货膨胀方面，投入品价格连续第二个月上涨，这是十年来最强劲的销售价格上涨。最后，市场情绪保持乐观。

The au Jibun Bank flash Japan Services PMI increased to 54.6 in April 2024 from a final 54.1 in the previous month. It was the 20th successive month of growth in the service sector and the strongest pace since May 2023, as new orders rose the most in 10 months while overseas orders accelerated. Also, another solid expansion of employment indicated sustained pressure on capacity. On inflation, input prices rose for the second straight month, amid the strongest rise in selling prices for ten years. Lastly, sentiment stayed positive.

初步数据显示，2024年4月，澳新银行日本制造业采购经理人指数从上月的48.2增至49.9，高于市场预测的48，表明接近稳定。这是工厂活动连续第十一个月收缩，但降幅最大，因为产量和新订单都出现了十个月来最小的萎缩，新出口订单下降幅度较小。就业率攀升更快，连续第二个月上升，而积压工作的下降速度较慢。购买活动恢复增长，而交货时间再次缩短。在价格方面，投入成本通胀加速，导致平均售价上涨至九个月来的最快速度。最后，商业情绪有所改善。

The au Jibun Bank Japan Manufacturing PMI increased to 49.9 in April 2024 from 48.2 in the previous month, above market forecasts of 48, signaling a near stabilization, the preliminary figures showed. It was the eleventh straight month of contraction in factory activity but the softest drop in the sequence, as both output and new orders shrank the least in ten months, with new export orders declining less. Employment climbed faster, rising for the second straight month, while backlogs of work fell at a softer rate. Buying activity returned to grow, while delivery time renewed shortening. On the price front, input cost inflation accelerated, resulting in average selling prices advancing to the fastest rate in nine months. Finally, business sentiment improved.