Group 1 - The Japanese yen has appreciated against the US dollar by 0.4% [1] - The Nikkei 225 index has declined by 0.7% [1] Group 2 - Reports indicate that the Israeli Defense Ministry conducted an attack on Iran on Friday morning [1]

Group 1: Currency Movements - The British pound is under pressure due to weak employment data, trading down to 1.3472 against the US dollar [5] - The Japanese yen continues to weaken as market risk appetite improves, with USD/JPY trading around 145.00, close to a two-week low [3] - The New Zealand dollar shows the largest decline among non-USD currencies, influenced by the resignation of the former Reserve Bank of New Zealand chairman [7][8] Group 2: Economic Indicators - The European Central Bank forecasts a 3.1% wage growth rate for the Eurozone in 2025, consistent with previous predictions, indicating alignment with the 2% inflation target [4] - The US is expected to release May's CPI data, with economists predicting a core CPI month-on-month increase of 0.1% to 0.3% [10]

Core Viewpoint - The President of the European Central Bank, Christine Lagarde, stated that fluctuations in the exchange rate can enhance the international role of the euro [1] Group 1 - Lagarde emphasized that exchange rate volatility can contribute positively to the euro's global influence [1]

新华财经北京6月10日电欧洲交易时段，美元指数延续近期窄幅震荡格局。非美货币中，英镑受疲软就业 数据拖累表现垫底，其余G10货币波动有限，市场交投清淡。 市场预期美国5月整体CPI同比升至2.5%，核心CPI达2.9%，若数据超预期，或将削弱市场对9月前降息的押 注。CME利率期货显示，美联储9月议息会议前按兵不动的概率高达80%。 短期来看，美元指数仍受制于两大因素： 事件驱动：CPI数据可能形成"靴子落地"效应，若通胀超预期或谈判破裂，美元或获阶段性支撑。 政策预期：美联储6月会议大概率维持利率不变，但若CPI数据温和，市场可能提前交易9月降息预期，压 制美元反弹动能。 主要货币在不同时间段都呈现负值变化，表明整体处于贬值趋势。1天时间段的波动性最大，多个货币出 现较大跌幅。短期（15分钟至4小时）的波动相对平缓。4小时和1小时的数据显示高度一致性 英镑 在1天时间段的跌幅最大（-0.34%)，其次是美元兑加元在1天时间段的跌幅（-0.06%) 6月10日，英国债务管理局（DMO）宣布通过辛迪加方式成功出售55亿英镑（约合74亿美元）的新型 1.75%通胀挂钩国债，到期日为2038年9月。此次国债发行吸引 ...

新华财经北京6月9日电亚洲交易时段，澳元兑美元上涨但多头缺乏动力。美元在未来数日和数周内仍有下跌空间，因 投机空头头寸的减少为美元回落提供了条件，其走势较为脆弱。截至6月3日当周，投机客持有的美元净空头头寸从一 周前的131.3亿美元下降至119.2亿美元。 短期波动特点： 1个月波动：所有货币对均出现跌幅，其中美元指数波动最大（-1.14%），其次是美元兑加元（-0.38%）和美元兑瑞 郎（-0.40%） 美元相关货币对（美元兑加元、美元兑瑞郎、美元兑日元）在1天和1周时间段的波动幅度明显大于其他货币对。 美元指数在1个月时间段的波动异常剧烈（-1.14%），远高于其他货币对。 黄金兑美元的波动模式与主要货币对相似，但幅度较小。 整体趋势： 随着时间周期拉长，主要货币对波动幅度普遍增大。美元相关货币对的波动性明显高于其他货币对。非美元货币对 （澳元、欧元、英镑、新西兰元）在短期内的波动性较低。 美元 花旗将美国降息时间预期从7月推迟至9月，预计今年美联储将降息三次，总计75个基点，此前因5月就业报告强于预 期而调整预测。 4小时波动：大多数货币对波动较小，美元兑日元和美元兑瑞郎波动相对较大（-0.04%）。 ...

Core Viewpoint - The European Central Bank's interest rate decision led to a short-term spike in the EUR/USD exchange rate, which later retraced, indicating market volatility following the announcement [1] Group 1 - The EUR/USD experienced a rapid increase followed by a decline, with a total fluctuation of 30 points [1] - The current exchange rate stands at 1.1416 after the initial reaction to the ECB's decision [1]

Core Viewpoint - The US dollar shows strength against the Japanese yen, with a notable increase of 0.92% to 144.02 yen, indicating a bullish trend in the currency market [1] Currency Movements - The euro appreciates by 0.28% against the yen, while the British pound rises by 0.73% against the yen, reflecting a general strengthening of these currencies against the yen [1] - The euro declines by 0.62% against the US dollar, and the British pound decreases by 0.19% against the dollar, suggesting a mixed performance in the euro and pound against the dollar [1] - The US dollar gains 0.82% against the Swiss franc, indicating a strong performance in the dollar against this currency [1] Commodity Currencies - The Australian dollar falls by 0.50% against the US dollar, and the New Zealand dollar decreases by 0.61% against the dollar, showing weakness in these commodity-linked currencies [1] - The US dollar shows a slight increase of 0.05% against the Canadian dollar, indicating stability in this currency pair [1] Scandinavian and Other Currencies - The Swedish krona declines by 1.06% against the US dollar, and the Norwegian krone decreases by 0.81% against the dollar, reflecting a bearish trend for these currencies [1] - The Danish krone falls by 0.60% against the US dollar, and the Polish zloty decreases by 1.14% against the dollar, indicating a broader trend of depreciation among these currencies [1]

星展银行：贸易法庭否决特朗普关税后，汇率可能会出现更多波动 金十数据5月29日讯，星展集团的分析师Philip Wee在评论中表示，在美国联邦贸易法院周三驳回总统特 朗普的全球关税政策之后，外汇市场可能会出现更多波动。这位资深外汇策略师表示："这项裁决是否 会改变游戏规则还有待观察，因为最高法院的保守派多数受到特朗普任命的影响。"白宫可以对这一裁 决提出上诉，并在诉讼进行期间寻求紧急中止。 ...

Core Viewpoint - The company reported a recovery in revenue and gross margin to average levels in Q1, benefiting from a balanced supply-demand structure in the LED downstream market and reduced price competition, but maintains a cautious outlook for the second half of the year due to uncertainties in international situations and unclear tariff policies [1][2] Group 1: Q1 Performance - In Q1, the company's revenue and gross margin returned to average levels, primarily due to a balanced supply-demand structure in the LED downstream market, which effectively reduced price competition [1] - The product mix has been continuously optimized, with capital expenditures and expenses showing a downward trend [1] - The proportion of non-visible light and automotive products in the product mix increased, accounting for 15% and 14% of revenue, respectively, while the share of lower-margin backlighting and lighting products decreased [1] Group 2: Outlook for Q2 and Beyond - The company expects Q1 revenue to remain flat compared to the same period last year, influenced by tariff impacts and one-time revenue from the previous year [2] - Due to the unpredictable impact of tariffs, increased uncertainties in international situations, and exchange rate fluctuations, the company has adopted a more conservative view on its previously anticipated single-digit growth for the year [2] - The planned factory establishment in Thailand is currently on hold due to unclear tariff policies, but the company hopes to realize the initial vision in the future [2] Group 3: Future Product Growth - For 2025, non-visible light and visible light segments are expected to grow above the average growth rate, while the lighting and backlighting segments are projected to remain flat [2] - The flat growth in the backlighting segment is attributed to the strategic disposal of certain products to other investment companies last year [2] - The company is aware of demands from clients in Europe and the U.S. for supply chains to have "non-mainland China production capacity" and will continue to monitor changes in international trade situations to meet customer needs and market challenges [2]

Core Viewpoint - The US dollar has appreciated against the Japanese yen, with an increase of 1%, currently trading at 144.32 [1] Group 1 - The exchange rate movement indicates a strengthening of the US dollar in the foreign exchange market [1]