新华社北京9月19日电（记者刘开雄）国家外汇管理局19日发布数据显示，8月，企业、个人等非银 行部门跨境收支1.3万亿美元，同比增长8%。 同期，跨境资金净流入32亿美元，银行结售汇顺差146亿美元。分项目看，货物贸易资金净流入保 持稳定，外资总体净买入境内股票和债券，服务贸易和投资收益资金净流出由季节性高位回落。 "总的来看，当前我国外汇市场交易活跃，外汇供求基本平衡，市场预期保持稳定。"国家外汇管理 局副局长、新闻发言人李斌说。 【纠错】 【责任编辑:邱丽芳】 ...

日前，国家外汇管理局公布了2025年8月银行结售汇和银行代客涉外收付款数据。国家外汇管理局副局 长、新闻发言人李斌就2025年8月外汇市场运行情况回答了记者提问。 李斌介绍，8月我国外汇市场平稳运行。 一是外汇市场交易保持活跃。8月，企业、个人等非银行部门跨境收支1.3万亿美元，同比增长8%。其 中，经常项目和资本项目跨境收支均有所增长，跨境贸易和投融资稳步发展。 二是外汇市场供求总体平衡。8月，跨境资金净流入32亿美元，银行结售汇顺差146亿美元。分项目看， 货物贸易资金净流入保持稳定，外资总体净买入境内股票和债券，服务贸易和投资收益资金净流出由季 节性高位回落。总的来看，当前我国外汇市场交易活跃，外汇供求基本平衡，市场预期保持稳定。 （总台央视记者 董彬） ...

Core Viewpoint - The foreign exchange market in China is operating smoothly, with active trading and a balanced supply and demand situation as of August 2025 [1] Group 1: Market Activity - In August, non-bank sectors, including enterprises and individuals, conducted cross-border receipts and payments totaling $1.3 trillion, representing an 8% year-on-year increase [1] - Both current and capital account cross-border receipts and payments have increased, indicating steady development in cross-border trade and investment [1] Group 2: Supply and Demand Balance - In August, there was a net inflow of cross-border funds amounting to $3.2 billion, with a surplus of $14.6 billion in bank settlement and sale of foreign exchange [1] - The net inflow of funds from merchandise trade remained stable, while foreign investment showed a net purchase of domestic stocks and bonds [1] - Service trade and investment income saw a seasonal decline in net outflow [1] Group 3: Market Expectations - Overall, the current foreign exchange market in China is characterized by active trading, a basic balance in supply and demand, and stable market expectations [1]

国家外汇管理局副局长、新闻发言人李斌就2025年8月外汇市场形势答记者问：8月我国外汇市场平稳运 行。一是外汇市场交易保持活跃。8月，企业、个人等非银行部门跨境收支1.3万亿美元，同比增长 8%。其中，经常项目和资本项目跨境收支均有所增长，跨境贸易和投融资稳步发展。二是外汇市场供 求总体平衡。8月，跨境资金净流入32亿美元，银行结售汇顺差146亿美元。分项目看，货物贸易资金净 流入保持稳定，外资总体净买入境内股票和债券，服务贸易和投资收益资金净流出由季节性高位回落。 总的来看，当前我国外汇市场交易活跃，外汇供求基本平衡，市场预期保持稳定。 ...

Market Performance - The three major US stock indices experienced slight declines, with the Dow Jones down 0.27%, the S&P 500 down 0.13%, and the Nasdaq down 0.07% [1] - Major tech stocks showed mixed results, with Tesla rising over 2% and Oracle up over 1%, while Microsoft and Nvidia fell over 1% [1] - Most popular Chinese concept stocks saw gains, with NIO up over 8%, Baidu up over 7%, JD.com and iQIYI up over 3%, and Alibaba up over 2% [1] European Market - All three major European stock indices closed lower, with Germany's DAX down 1.77%, France's CAC40 down 1%, and the UK's FTSE 100 down 0.88% [1] Commodity Prices - International precious metal futures closed mixed, with COMEX gold futures up 0.23% at $3727.5 per ounce, while COMEX silver futures fell 0.19% to $42.88 per ounce [1] - International oil prices surged, with the main US oil contract rising 1.97% to $64.55 per barrel, and the main Brent crude contract up 1.56% to $68.49 per barrel [1] Currency and Debt Markets - The US dollar index fell 0.73% to 96.65, while the offshore RMB appreciated by 149 basis points against the dollar to 7.1041 [1] - US Treasury yields collectively declined, with the 2-year yield down 3.15 basis points to 3.495%, the 3-year yield down 2.49 basis points to 3.469%, the 5-year yield down 1.56 basis points to 3.585%, the 10-year yield down 0.58 basis points to 4.028%, and the 30-year yield down 0.19 basis points to 4.652% [1] - European bond yields rose across the board, with the UK 10-year yield up 0.6 basis points to 4.638%, France's 10-year yield up 1 basis point to 3.486%, Germany's 10-year yield up 0.2 basis points to 2.691%, Italy's 10-year yield up 0.4 basis points to 3.475%, and Spain's 10-year yield up 0.5 basis points to 3.246% [1]

Core Viewpoint - The recent debate over "central bank independence" has significant implications for market risk sentiment, capital flows, and asset pricing, particularly affecting forex traders [1][3]. Group 1: Central Bank Independence - Central bank independence allows monetary policy to focus on long-term goals like price stability and financial stability without short-term political interference [1]. - Concerns about the independence of the Federal Reserve have increased, especially with external pressures for rate cuts, leading to uncertainty in the dollar's performance [3]. Group 2: Market Reactions - The market is experiencing a dual pull where potential easing could weaken the dollar in the short term, but fears of long-term inflation and financial stability could increase demand for safe-haven assets [3]. - The statements from the European Central Bank (ECB) and the Bank of England (BoE) emphasizing the necessity of central bank independence serve as a signal to the market, highlighting the importance of the Fed's future actions [3]. Group 3: Interest Rate Expectations - Forex traders focus on the dot plot and swap market trends rather than just central bank officials' statements, as expectations of forced rate cuts could lead to lower U.S. Treasury yields and weaken the dollar's interest rate advantage [4]. - The core logic in the forex market is influenced by emotional factors, with investors weighing concerns over "policy being hijacked" against confidence in "institutional resilience" [4]. Group 4: Trading Strategies - Increased volatility is expected as discussions around central bank independence may lead to more frequent false breakouts and choppy market conditions, making position management more critical than directional bets [5]. - In times of dollar uncertainty, some currencies may benefit from their central banks' credibility, such as the euro and yen, which could provide stability and support during risk-off sentiment [5].

从汇率角度看，美元指数昨日小幅下行至98.20附近，受美联储降息预期升温以及获利回吐影响。短期 内，美元压力位在98.70，而下方支撑位约为97.70。美元的走弱给欧元和英镑带来一定支撑。欧元/美元 昨日交投在1.1660附近，空头回补和技术支撑位1.1600，加上美元走弱，使欧元短期有上涨动力。关注 上方压力位1.1750，下方支撑在1.1550。 英镑同样受益于美元疲软，昨日交投在1.3440附近。空头回补、美元走弱以及英国经济数据表现良好， 共同支撑英镑上涨。短期内需要关注1.3550的压力和1.3350的支撑。整体来看，欧元和英镑在美元走弱 的背景下，短期可能有一定的交易机会，但仍需关注全球经济数据变化和美联储政策动态。 近期美元表现出明显的波动，市场似乎在悄悄调整对美联储未来政策的预期。近期美联储理事的讲话释 放了一个重要信号——降息周期可能即将开启，但具体节奏可以根据数据灵活调整。这对外汇市场来 说，无疑是一个值得关注的信号。 具体来看，沃勒的观点非常明确：美联储应该在本月开始降息，并在接下来的几个月逐步调整利率。他 提到，目前基准利率已经高于中性利率，也就是说，货币政策对经济有一定限制。因此，降 ...

Core Points - The People's Bank of China announced the exchange rates of the Renminbi against various currencies on September 2, 2023, indicating the market's valuation of the Renminbi [1] Group 1: Exchange Rates - The exchange rate for 100 US dollars is 710.89 Renminbi [1] - The exchange rate for 100 euros is 832.76 Renminbi [1] - The exchange rate for 100 Japanese yen is 4.8388 Renminbi [1] - The exchange rate for 100 Hong Kong dollars is 91.183 Renminbi [1] - The exchange rate for 100 British pounds is 963.58 Renminbi [1] - The exchange rate for 100 Australian dollars is 466.08 Renminbi [1] - The exchange rate for 100 New Zealand dollars is 420.01 Renminbi [1] - The exchange rate for 100 Singapore dollars is 554.22 Renminbi [1] - The exchange rate for 100 Swiss francs is 888.51 Renminbi [1] - The exchange rate for 100 Canadian dollars is 517.44 Renminbi [1] - The exchange rate for 100 Renminbi is 113.01 Macanese Patacas [1] - The exchange rate for 100 Renminbi is 59.305 Malaysian Ringgits [1] - The exchange rate for 100 Renminbi is 1130.49 Russian Rubles [1] - The exchange rate for 100 Renminbi is 247.65 South African Rand [1] - The exchange rate for 100 Renminbi is 19567 South Korean Won [1] - The exchange rate for 100 Renminbi is 51.614 UAE Dirhams [1] - The exchange rate for 100 Renminbi is 52.731 Saudi Riyals [1] - The exchange rate for 100 Renminbi is 4739.73 Hungarian Forints [1] - The exchange rate for 100 Renminbi is 51.123 Polish Zlotys [1] - The exchange rate for 100 Renminbi is 89.67 Danish Krone [1] - The exchange rate for 100 Renminbi is 132.01 Swedish Krona [1] - The exchange rate for 100 Renminbi is 140.5 Norwegian Krone [1] - The exchange rate for 100 Renminbi is 577.943 Turkish Lira [1] - The exchange rate for 100 Renminbi is 262.18 Mexican Pesos [1] - The exchange rate for 100 Renminbi is 453.41 Thai Baht [1]

Market Overview - The US dollar index closed at 97.72, down by 0.92% [1] - The euro to US dollar exchange rate closed at 1.1718, up by 0.97% [1] - The British pound to US dollar exchange rate closed at 1.3525, up by 0.84% [1] - The US dollar to Japanese yen exchange rate closed at 146.94, down by 0.96% [1] - The Australian dollar to US dollar exchange rate closed at 0.6490, up by 1.09% [1] - The US dollar to Mexican peso exchange rate closed at 18.5840, down by 0.92% [1] Important Events - Federal Reserve Chairman Jerome Powell delivered a speech at the Jackson Hole Global Central Bank Annual Meeting [2]

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