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美元指数周一稳定在105以上，投资者继续评估美联储货币政策的前景，同时展望本周央行的新评论。上周，由于美联储保持利率稳定，主席鲍威尔排除了再次加息以对抗顽固的高通胀的可能性，该指数下跌了约1%，重申了央行的宽松政策，尽管时间有所推迟。数据还显示，4月份美国经济增加了17.5万个就业岗位，低于3月份修正后的31.5万个，低于市场预期的24.3万个。市场目前预计，今年的总降息幅度为45个基点，11月的举措已被充分考虑在内。从外部来看，美元也受到上周日元大幅上涨的压力，因为日本央行被怀疑已花费超过9万亿日元来支持其货币。

The dollar index steadied above 105 on Monday as investors continued to assess the outlook for Federal Reserve monetary policy, while looking ahead to fresh central bank commentary this week. Last week, the index dropped about 1% as the Fed held interest rates steady and Chair Powell ruled out the possibility of another rate hike to combat stubbornly high inflation, reiterating the central bank’s easing bias despite a delay in the timing. Data also showed that the US economy added 175,000 jobs in April, down from the revised 315,000 added in March and falling short of market expectations of 243,000. Markets now see 45 basis points in total cuts this year, with a November move fully priced in. Externally, the dollar also came under pressure from a sharp rally in the yen last week as the Bank of Japan was suspected to have spent more than 9 trillion yen to support its currency.

香港股市周一早盘上涨23点，涨幅0.11%，至18505点，试图保持2018年以来最长的涨幅，主要来自科技、消费者和金融业。投资者消化了私人调查数据，这些数据显示，尽管有成本压力的迹象，但4月份中国服务业经济连续第16个月增长。上周的官方数据显示，该行业涨幅为三个月来最低。就香港而言，私营部门活动连续第二个月扩张，但其增长速度较3月份的峰值有所放缓。另一方面，该市第一季度的GDP数据远强于预期。华尔街周五的反弹也有助于提振市场情绪，因为疲软的美国就业报告激发了美联储降息的希望。在大陆，上周休了三天假后，市场今天恢复。腾讯重量级人物。涨幅1.2%，紧随其后的是李汽车（6.9%）、Trip。Com（3.0%）和友邦保险集团有限公司（1.7%）。

Stocks in Hong Kong added 23 points or 0.11% higher to 18,505 in early trade on Monday, trying to maintain the longest winning streak since 2018 amid gains mostly from tech, consumers, and financials. Investors digested private survey data that showed the service economy in China grew for the 16th straight month in April despite signs of cost pressure. The latest reading came after last week's official figures indicated the sector rose the least in three months. Turning to Hong Kong, private sector activity expanded for the second month but its growth rate slowed from March's 3-month peak. In other news, the city's GDP data for Q1 came in much stronger than expected. A rally on Wall Street Friday also helped lift sentiment as soft US jobs report stoked hopes of an interest rate cut from the Fed. In the mainland, markets resumed today after a three-day holiday last week. Heavyweight Tencent Hlds. added 1.2%, followed by Li Auto (6.9%), Trip.Com (3.0%), and AIA Group Ltd. (1.7%).

亚洲股市周一上涨，追随华尔街涨势，因美国就业数据弱于预期，重新燃起了美联储将很快开始降息的希望。投资者还期待着澳大利亚储备银行周二的政策决定。澳大利亚、香港和中国股市上涨。日本和韩国股市因公共假期休市。

Asian equity markets rose on Monday, tracking gains on Wall Street as softer-than-expected US jobs data revived hopes that the Federal Reserve will start cutting interest rates soon. Investors also look ahead to the Reserve Bank of Australia’s policy decision on Tuesday. Shares in Australia, Hong Kong and China advanced. Markets in Japan and South Korea are closed for a public holiday.

周一，上证综指上涨0.9%，收于3130点以上，而深证成分股上涨2.2%，收于9795点。随着投资者从漫长的劳动节假期归来，内地股市创下了多个月新高。中国股市也追随全球市场的涨势，因为美国就业数据弱于预期，重新燃起了美联储将很快开始降息的希望。就国内而言，财新数据显示，由于制造业和服务业活动保持扩张，4月份中国私营部门增长创下11个月新高。消费和汽车股领涨，贵州茅台（3.4%）、五粮液宜宾（4.7%）、赛雷斯集团（2.5%）、重庆长安（1%）和比亚迪（3.9%）领涨。权重股金融、新能源和医疗保健股也上涨。

The Shanghai Composite jumped 0.9% to above 3,130 while the Shenzhen Component rallied 2.2% to 9,795 on Monday, with mainland stocks hitting fresh multi-month highs as investors returned from the long Labor Day holiday. Chinese stocks also tracked gains in global markets as softer-than-expected US jobs data revived hopes that the Federal Reserve will start cutting interest rates soon. Domestically, Caixin data showed that private sector growth in China hit an 11-month high in April as both manufacturing and services activities remained expansionary. Consumer and auto stocks led the charge, with gains from Kweichow Moutai (3.4%), Wuliangye Yibin (4.7%), Seres Group (2.5%), ChongQing Changan (1%) and BYD Company (3.9%). Heavyweight financial, new energy and healthcare stocks also advanced.