Group 1 - The core viewpoint of the news is the recent trade agreement between the US and UK, which has led to increased risk sentiment and a decline in bullish sentiment for spot gold [1] - Trump has encouraged buying stocks, resulting in a bullish trend for US stock indices, raising questions about future market sentiment [1] Group 2 - The Hang Seng Index shows a bullish sentiment of 73% compared to 27% bearish [3] - The S&P 500 Index has a bullish sentiment of 69% against 31% bearish [3] - The Nasdaq Index indicates a strong bearish sentiment at 84% compared to 16% bullish [3] - The Dow Jones Index has a bullish sentiment of 42% against 58% bearish [3] - The Nikkei 225 Index shows a bullish sentiment of 70% compared to 30% bearish [3] - The German DAX 40 Index has a significant bearish sentiment at 83% against 17% bullish [3] Group 3 - The Euro/USD pair shows a slight bullish sentiment of 52% against 48% bearish [3] - The Euro/GBP pair has a strong bearish sentiment at 73% compared to 27% bullish [3] - The Euro/JPY pair indicates a bearish sentiment of 82% against 18% bullish [3] - The Euro/AUD pair shows a bearish sentiment of 67% compared to 33% bullish [3] - The GBP/USD pair has a bullish sentiment of 70% against 30% bearish [3] - The GBP/JPY pair indicates a bearish sentiment of 69% compared to 31% bullish [3] - The USD/JPY pair shows a bearish sentiment of 69% against 31% bullish [3] - The USD/CAD pair has a bullish sentiment of 60% compared to 40% bearish [3] - The USD/CHF pair indicates a strong bearish sentiment at 88% against 12% bullish [3] Group 4 - The AUD/USD pair shows a strong bullish sentiment of 76% against 24% bearish [4] - The AUD/JPY pair has a bullish sentiment of 59% compared to 41% bearish [4] - The CAD/JPY pair indicates a bearish sentiment of 57% against 43% bullish [4] - The NZD/USD pair shows a bullish sentiment of 63% against 37% bearish [4] - The NZD/JPY pair has a strong bearish sentiment at 64% compared to 36% bullish [4] - The USD/CNH pair shows a strong bullish sentiment of 75% against 25% bearish [4]

央行政策对外汇价格的影响 央行政策是外汇市场中最重要的驱动因素之一，通过货币政策工具直接影响货币供需、市场预期和经济 基本面，进而推动汇率波动。以下从政策工具、传导机制、实际案例及交易策略四个维度解析其影响： 央行通过调整基准利率（如美联储的联邦基金利率、欧洲央行的再融资利率）改变货币的借贷成本，进 而影响利差。 · 加息：吸引外资流入（追求高收益），推升本币汇率。 · 降息：降低本币吸引力，资金外流导致贬值。 案例：2022 年美联储激进加息，美元指数飙升近 20%，创 20 年新高。 利差交易（Carry Trade）： 投资者借入低息货币（如日元、瑞郎），投资高息货币（如澳元、新兴市场货币），长期利差扩大推高 高息货币汇率。 2. 量化宽松（QE）与缩表（QT） QE（扩大资产负债表）： 一、央行核心政策工具与外汇市场的关联 1. 利率政策 直接作用： 央行购买国债等资产向市场注入流动性，导致货币供应量增加，本币贬值压力上升。 案例：2020 年疫情期间，美联储启动无限 QE，美元指数下跌 12%。 QT（缩表）： 减少资产持有规模，回收流动性，支撑本币汇率。 风险：过快缩表可能引发市场流动性危机（如 ...