1美元兑换148.28日元，高于前一交易日的147.22日元；1美元兑换0.8038瑞士法郎，高于前一交易日的 0.8010瑞士法郎；1美元兑换1.3780加元，高于前一交易日的1.3752加元；1美元兑换9.4472瑞典克朗，高 于前一交易日的9.3916瑞典克朗。 （文章来源：新华社） 衡量美元对六种主要货币的美元指数当天上涨0.69%，在汇市尾市收于98.382。 截至纽约汇市尾市，1欧元兑换1.1645美元，低于前一交易日的1.1708美元；1英镑兑换1.3386美元，低 于前一交易日的1.3544美元。 新华财经纽约9月2日电美元指数2日上涨。 ...

每日经济新闻 每经AI快讯，9月2日纽约尾盘，美元指数涨0.66%报98.32，非美货币多数下跌，欧元兑美元跌0.59%报 1.1643，英镑兑美元跌1.11%报1.3395，澳元兑美元跌0.49%报0.6521，美元兑日元涨0.79%报148.3285， 美元兑加元涨0.23%报1.3782，美元兑瑞郎涨0.50%报0.8046。 ...

Core Viewpoint - The recent strong rebound of the RMB against the USD reflects its resilience, supported by improving economic fundamentals in China and various influencing factors for future trends [1][3]. Exchange Rate Performance - As of August 29, the onshore RMB appreciated from 7.1805 to 7.1330 against the USD, marking a nearly 10-month high. The offshore RMB also surged to 7.1182, gaining over 340 points [2]. - In August, the onshore RMB rose by 0.83%, reversing the previous month's decline and recording the largest increase in three months. The offshore RMB increased by 1.21%, the highest monthly gain since September 2024 [2]. - The RMB's central parity rate strengthened from 7.1321 on August 22 to 7.1030 on August 29, with a nearly 1.2% increase since the beginning of the year [2]. Economic Fundamentals - The core driver behind the RMB's appreciation is the overall improvement in China's economic fundamentals, with GDP growth reaching 5.3% in Q2 [3]. - Several international investment banks have raised their forecasts for China's economic growth, shifting their asset allocation recommendations from neutral to "overweight" [3]. - The market's positive sentiment towards RMB is bolstered by strong export performance and increased global interest in Chinese equity assets [3]. Market Sentiment and Predictions - Hedge funds are increasing their bets on RMB appreciation, with targets set for the exchange rate to exceed 7.0 by year-end [4]. - The consensus in the market suggests that the RMB will gradually stabilize and appreciate, although specific predictions on the extent of appreciation vary [5]. Future Outlook - Analysts indicate that September will be a critical period to observe if the RMB can break the 7.0 mark, particularly if the USD weakens post the Federal Open Market Committee meeting [6]. - Predictions suggest that the RMB could appreciate to 6.98 against the USD within the next 12 months, supported by strong fundamentals [6]. - Potential factors influencing RMB fluctuations include the release of accumulated settlement funds and the guidance of the central parity rate [6].

每经记者｜赵景致 每经编辑｜金冥羽 廖丹 值得注意的是，本次快速升值始于8月22日。记者注意到，彼时美联储主席鲍威尔于杰克逊霍尔全球央行年会上发表讲话，暗示美联储可能在9月降息。他 提到，尽管通胀仍令人担忧，但劳动力市场的风险正在上升。受其言论影响，美元走低。 8月下旬，人民币对美元汇率结束了两个月的低波运行，而后出现较大幅度升值。今日，人民币急升后出现小幅回调。 每经记者注意到，本次快速升值，时间上始于美联储主席鲍威尔8月22日在杰克逊霍尔全球央行年会上的讲话。 人民币汇率的决定因素十分复杂，既有一些长期的、根本性的因素，又有一些短期的、关键性的因素。对于本轮升值，东方金诚首席宏观分析师王青指 出，最近人民币升值既与美联储降息信号有关，也与国内股市走强、人民币中间价的调控作用有关。 "我们认为，保持人民币汇率在合理均衡水平上的基本稳定，仍是当前稳汇市政策的核心目标。"王青表示，接下来人民币汇率仍将以稳为主，持续升值或 大幅贬值的风险都不大。 人民币对美元汇率 人民币急升 在6月、7月人民币对美元汇率窄幅低波运行后，8月下旬，在岸人民币对美元出现一波快速升值，并于8月29日一度达到7.126的年内新高水平。 ...

每经记者|赵景致 每经编辑|廖丹 8月下旬，人民币对美元汇率结束了两个月的低波运行，而后出现较大幅度升值。今日，人民币急升后出现小幅回调。 每经记者注意到，本次快速升值，时间上始于美联储主席鲍威尔8月22日在杰克逊霍尔全球央行年会上的讲话。 人民币汇率的决定因素十分复杂，既有一些长期的、根本性的因素，又有一些短期的、关键性的因素。对于本轮升值，东方金诚首席宏观分析师王青指出， 最近人民币升值既与美联储降息信号有关，也与国内股市走强、人民币中间价的调控作用有关。 "我们认为，保持人民币汇率在合理均衡水平上的基本稳定，仍是当前稳汇市政策的核心目标。"王青表示，接下来人民币汇率仍将以稳为主，持续升值或大 幅贬值的风险都不大。 中信证券明明团队对记者指出，此轮人民币汇率的急涨是内外因素的共振驱动，包括美元指数偏弱运行创造了相对温和的外部环境、央行中间价报价释放较 强的汇率预期引导信号，以及近期国内权益市场表现亮眼或一定程度吸引了外资流入等。 值得注意的是，近期，在人民币较大幅度升值后，其对美元汇率能否破"7"的讨论逐渐增多。 对于人民币未来走势，明明团队表示，若人民币汇率能维持偏强震荡，预计相关结汇需求有望继续支撑人 ...

与此同时，美元指数震荡走高，截至15时55分报98.2671，日内上涨0.60%。 来源：上海证券报·中国证券网 上证报中国证券网讯（记者 陈佳怡）9月2日，日元对美元盘中走弱，跌破148关口。截至北京时间15时 55分，日元对美元报148.7035，日内跌超1%。 ...

Group 1 - Central banks are expected to increase their gold and foreign exchange reserves over the next five years, with 72% anticipating a moderate rise, 17% expecting no change, and 6% predicting a significant decline [1] - Demand for gold continues to rise as central banks increase their holdings, leading to a favorable outlook for gold prices [1] - Gold has surpassed U.S. Treasury bonds as the most sought-after asset by central banks, with total gold reserves approaching $4 trillion, exceeding the $3.8 trillion in U.S. Treasury holdings [1] Group 2 - In the context of increasing risks in the U.S. labor market, the Federal Reserve's policy path is characterized by "expectation reinforcement and independence erosion," which is putting downward pressure on the U.S. dollar index [3] - Despite rising risk appetite in U.S. equities, institutional demand for precious metals continues to drive prices higher [3] - The probability of a Federal Reserve rate cut in September is high, and upcoming economic data will significantly influence future monetary policy expectations and market direction [3]

近期美元指数的走势可以说相当纠结，周二（9月2日）亚盘时段虽然小幅反弹，但整体仍处于五周低点附近徘徊。这种不上不下的状 态，其实反映出市场正处在一种"等待模式"中——大家都在观望几项关键数据和事件的结果，不敢轻易押注方向。 从技术分析的角度来看，美元指数目前似乎被框在了一个区间内。上方的阻力首先在97.85-97.90一带，更重要的位置则在98.00-98.05区 间；而下方的支撑则位于97.50-97.55附近，如果跌破，可能进一步下探97.35-97.40区域。这种技术形态其实也和基本面相互印证——在 重要数据公布之前，市场大概率会维持这种震荡格局，很难出现单边突破。 当前美元走势的核心逻辑就是"等待与观望"。在周五非农数据出炉之前，市场大概率会继续维持这种区间震荡的走势。对于市场参与者 而言，现阶段或许更适合控制仓位、管理风险，而不是基于预期进行大幅操作。毕竟，在一个由数据和事件主导的市场里，保持耐心和 灵活性总是没错的。 除了经济数据，一些政治层面的事件也在影响着市场情绪。比如最近特朗普总统与美联储理事库克之间的纠纷，就让不少投资者开始关 注美联储的独立性会不会受到影响。虽然美联储一直强调其决策不受政 ...

同日，人民币对美元中间价7.1089，较上一交易日下调17个基点。 美元指数在98关口下方震荡，截至9时40分，报97.7622。 瑞银财富管理投资总监办公室(CIO)发表机构观点称，展望未来12个月，人民币前景有望在数项利好因 素支撑下进一步升值。中国出口商的结汇活动今年以来持续增加，7月份净结汇率升至2024年10月以来 最高，为人民币提供了直接支撑。 来源：上海证券报·中国证券网 上证报中国证券网讯（记者 黄冰玉 陈佳怡）9月2日，Wind数据显示，在岸人民币对美元开盘下跌，报 7.1450，上一交易日16时30分收盘报7.1332。截至9时40分，离岸人民币对美元报7.13630。 ...

Core Viewpoint - In late August, the RMB experienced a rapid appreciation against the backdrop of a weak US dollar index, strong central bank midpoint pricing, and attractive domestic equity market performance, leading to a new low for the USD/CNY exchange rate this year [1] Group 1 - The RMB exchange rate is expected to remain strong in the short term, gradually returning to a "three-price unification" [1] - If the RMB can maintain a strong trend as the year-end approaches, the demand for settlement is likely to continue supporting the RMB exchange rate [1] - The current domestic fundamentals are primarily providing a floor for the exchange rate, with foreign capital inflow into the equity market but facing outflow pressure in the bond market [1] Group 2 - A breakthrough of the 7 level for the RMB exchange rate will require additional catalysts [1]