智通财经APP获悉，据日本媒体报道，美国财政部长贝森特称，如果日本央行继续实施正确的货币政 策，日元汇率将会稳定在一个合理水平。该报道。据媒体援引一次小组访谈的内容，贝森特拒绝就日本 货币的汇率水平发表评论。本月，日元兑美元汇率的跌幅是其他主要货币跌幅的两倍以上，10 月 10 日 曾触及 1 美元兑 153.27 日元的 8 个月低点。近期有关日本央行短期内加息的猜测减弱，是此次汇率变 动的关键因素。 据报道，贝森特拒绝就日本央行行长植田和男 10 月 30 日的下一步政策决定发表评论。贝森特只是表 示，植田和男非常有能力。 前日本央行执行董事Kazuo Momma表示，如果日元兑美元汇率跌至155以下，那么在两周内加息的可能 性很大。而且新政府可能会接受这一举措，以避免因民众对生活成本飙升的不满情绪持续发酵而带来的 额外通胀压力。 周四早些时候，日元兑美元的汇率约为 150.60。在日本财务大臣、负责货币干预工作的加藤胜信在华盛 顿接受记者采访时，他表示看到日元汇率朝着贬值方向出现快速波动。 日本的消费者物价指数已连续三年以上保持在 2%或以上的水平，而同期实际工资却持续下降。在 8 月 份接受采访时，贝 ...

| 11/11/2 | > 国技期货 | 贵金属日报 | | --- | --- | --- | | | 操作评级 | 2025年10月10日 | | 黄金 | ★☆☆ | 刘冬博 高级分析师 | | 白银 | ★☆★ | F3062795 Z0015311 | | | | 吴江 高级分析师 | | | | F3085524 Z0016394 | | | | 010-58747784 | | | | gtaxinstitute@essence.com.cn | 国际金价突破4000美元/盎司关口后，昨日白银价格一度突破50美元/盎司刷新历史新高，此后双双回落。贵 金属中长期上行逻辑未改,但随着第一阶段加沙停火协议正式生效以及金银分别达到整数关口目标位,短期 金价涨势放缓，白银波动加剧,需警惕资金获利了结带来调整,历史高位保持谨慎。 ★美联储——①威廉姆斯：支持进一步降息，劳动力市场有可能进一步放缓。仍认为货币政策立场处于适度 的限制性状态。计划继续担任现有职务,直至2028年按规定退休。②巴尔：应谨慎降息,当前利率具有温和 限制性。③卡什卡利：基本上同意巴尔所说的一切。④戴利:9月降息后，政策仍保持适度紧缩。 ...

（文章来源：每日经济新闻） 每经AI快讯，截至10月6日收盘，日元兑主要货币普遍走低，其中，相对澳元贬值幅度最大，澳元兑日 元上涨2.2191%；此外，美元兑日元收报150.368，上涨1.941%，近五个交易日累计上涨1.183%。 ...

Core Viewpoint - Japanese automakers are expanding their sales outside the U.S. due to the impact of U.S. tariff policies, with Mitsubishi and Mazda adjusting their export strategies to mitigate profit declines from the U.S. market [2][4][5]. Group 1: Tariff Impact - The U.S. government reduced tariffs on Japanese cars from 27.5% to 15%, but this is still significantly higher than the previous 2.5% before spring [4]. - The tariff reduction will have a substantial impact on Mitsubishi, with an estimated loss of 32 billion yen in the fiscal year 2025 [4]. - Japanese automakers are focusing on expanding markets outside the U.S. to compensate for declining profits from U.S. operations [2][4]. Group 2: Mitsubishi's Strategy - Mitsubishi is leveraging its strong brand image in design and off-road performance to enhance profitability in the South American market [5]. - The company has begun exporting vehicles from Brazil to neighboring countries like Argentina, which were previously only sold in Brazil [4][5]. Group 3: Mazda's Adjustments - Mazda is reducing exports of small cars from Mexico to the U.S. due to low profit margins and is redirecting these vehicles to other regions [5][7]. - The company has seen a significant drop in exports to the U.S., with a 57% decrease in "Mazda3" exports and a 37% decrease in "CX-30" exports in August [7]. Group 4: Overall Industry Outlook - Japanese automakers, except Nissan, are projecting profitability for the fiscal year 2025, largely due to the depreciation of the yen [8]. - Companies are enhancing cost competitiveness to maintain profitability even if the exchange rate shifts to 110 yen per dollar [8]. - The automotive market in the U.S. is experiencing price increases, which may lead to a decline in sales, making the expansion into non-U.S. markets critical [8].

Group 1 - The core viewpoint is that Japan's low interest rates and weak yen may accelerate inflation, necessitating the Bank of Japan's consideration of these factors in its monetary policy [1][2] - The former senior currency diplomat emphasizes that Japan's interest rates are excessively low, contributing to the yen's weakness, which could lead to higher import costs and inflation [1] - The Bank of Japan has recently raised short-term interest rates to 0.5% after a decade of negative interest rates, aiming for a sustainable 2% inflation target [1] Group 2 - The former diplomat suggests that if the Bank of Japan gradually tightens its monetary policy and reduces the interest rate differential with the U.S., the yen's weakness could be corrected [2] - Historical context is provided, indicating that after the Plaza Accord, the yen appreciated significantly, leading to a public backlash and subsequent monetary easing that contributed to Japan's asset bubble [2] - There is a growing recognition that a stronger yen could be an opportunity for Japan to reduce its reliance on exports and shift towards a new growth model [2] Group 3 - There is a notable shift in sentiment regarding the strong yen, with increasing awareness of the impact of a weak yen on the cost of living for ordinary Japanese households [3] - Nomura's recent research indicates that if the Bank of Japan incorporates the uncertainties from the new government coalition into its monetary policy, the likelihood of a rate hike in October may decrease, with the next expected hike in January 2026 [3]

（文章来源：每日经济新闻） 每经AI快讯，截至8月11日收盘，日元兑主要货币多数走低，其中，相对美元贬值幅度最大，美元兑日 元上涨0.2816%，近五个交易日累计上涨0.7056%。 ...

Core Insights - Exchange rate fluctuations significantly impact various aspects of daily life, including overseas consumption, investment decisions, and travel plans [1][2][8] Group 1: Impact on Overseas Study and Travel - Minor differences in exchange rates can accumulate, leading to substantial losses when exchanging currency for studying abroad or traveling [3] - For those planning to study or travel abroad, current exchange rates should be monitored closely to optimize currency exchange [9][10] Group 2: Cross-Border E-commerce and Purchasing - Prices of overseas goods fluctuate in real-time with exchange rate changes, affecting cross-border e-commerce and purchasing decisions [5][8] Group 3: Financial Investments and Corporate Earnings - Exchange rate volatility influences the profitability of multinational companies, which in turn affects stock market performance and returns on foreign currency investment products [6][8] - Companies engaged in import and export activities face direct impacts on their operating costs due to exchange rate changes [7][8] Group 4: Currency Trends Analysis - The current exchange rate of the Chinese Yuan against the US Dollar shows a slight increase of 0.14% since August 1, indicating a stable outlook for the Yuan [9] - The Euro has depreciated recently due to economic weaknesses in the Eurozone, suggesting potential savings for travelers or students in Europe [10] - The Japanese Yen has appreciated slightly due to increased demand for safe-haven currencies amid global uncertainties, but caution is advised for those planning to exchange Yen [11] Group 5: Emerging Market Currency Performance - The performance of various emerging market currencies reflects their respective economic fundamentals, with the Korean Won showing significant depreciation [15] - The Malaysian Ringgit has strengthened, indicating a stable economic foundation [16] - The Russian Ruble remains supported by energy exports, while currencies like the South African Rand and Turkish Lira exhibit high volatility due to inflation and interest rate factors [17][18] Group 6: Future Outlook for the Chinese Yuan - Recent policy signals suggest that the Chinese Yuan will maintain a pattern of "two-way fluctuations and stable ranges," requiring close monitoring of policy developments for strategic adjustments [19]

据报道，日本央行行长植田和男表示，日元汇率并未大幅偏离日本央行的预期。 ...

植田和男称日元汇率未偏离日本央行预期，日元回吐部分涨幅。 ...

希望从更多硬性数据中观察关税的影响。 日本央行行长植田和男：日元汇率并未大幅偏离日本央行的预期。 ...