来源：金融界AI电报 日本政府某关键顾问小组的民间成员Takuji Aida周日在公共广播公司 NHK 的一档电视节目中表示，日 本可通过积极干预外汇市场，减轻日元贬值对经济造成的负面影响。Aida同时担任日本首相高市早苗的 顾问，他指出："日本拥有充足的外汇储备，因此可积极动用这些储备开展干预操作。""由此，日本能 够通过干预措施，有效缓解日元贬值带来的副作用。" ...

据路透社19日报道，三井住友银行市场营业部外汇交易团队负责人纳谷巧指出，如果中国今后进一步实 施旅行或出口限制等措施，将会对日本经济造成更大影响，并可能提高日元的下行压力。 他说："入境需求减弱，或因经济增长放缓使日本央行根本无暇考虑加息，这两种情况都会对日元形成 贬值压力。虽然前景极难判断，但这确实是新的日元贬值因素。" 来源：环球时报 据报道，日元兑美元汇率在近期已经回落到157日元兑1美元左右，给日本经济带来压力，尤其是进口商 品的成本上升影响了普通家庭和中小企业。 片山皋月称日本政府正密切关注这种波动，若形势继续恶 化，日本将根据日美两国此前签署的联合声明采取干预措施。 日元兑美元汇率走势图 据日本《朝日新闻》21日报道，鉴于日元持续快速贬值，日本财务大臣片山皋月当天对这一紧急情况发 出了"最强烈警告"，明确提及干预外汇市场的可能性。 片山皋月 资料图（日媒） 最近日元对美元持续快速贬值。片山皋月在21日的讲话中称，目前日元对美元的走势"非常单向且急 速"，她对此深表忧虑。彭博社21日报道称，片山皋月这番表态是日元贬值以来的"最强烈警告"。 ...

在他发表上述言论之前，日元兑美元汇率周四跌破157的水平，达到1月份以来的新低。日本当局上一次 出手干预是在2024年7月，当时日元兑美元汇率触及160的关口，许多市场人士现在认为，这一水平将引 发新一轮干预。 Aida表示，如果日元走势"变得剧烈"，当局可能会在日元触及该水平之前介入市场。 （文章来源：新华财经） 新华财经北京11月21日电一位日本政府专家小组成员表示，随着美元兑日元持续向160的水平靠拢，日 本当局可能比许多投资者想象的更接近于干预外汇市场。 法农信贷首席经济学家Takuji Aida表示，日本拥有如此庞大的外汇储备，这些资金很可能会在政府出手 干预时被动用。 ...

Core Viewpoint - The article discusses the significant depreciation of Asian currencies, particularly the Japanese yen and South Korean won, against the backdrop of a strengthening US dollar and increasing market volatility, raising concerns about potential interventions by Asian central banks [1][4][6]. Group 1: Currency Depreciation - The Japanese yen has notably weakened, with the USD/JPY exchange rate surpassing 157, marking a new high since January [1]. - The euro has also strengthened against the yen, breaking the 180 and reaching 181.44, the highest level since the euro's inception in 1999 [3]. - The nominal effective exchange rate index for the yen shows a 3% decline since the end of September, the largest drop among G10 currencies [3]. Group 2: Central Bank Responses - Japanese Finance Minister has emphasized the need to monitor market trends closely due to the yen's depreciation [3]. - South Korean officials have expressed concerns over the won's decline, which has fallen approximately 3% in the past month, and are considering measures to defend the currency [4][5]. - The Indian rupee and Philippine peso have also faced depreciation pressures, with the rupee falling over 3% this year due to external factors [5]. Group 3: Foreign Exchange Reserves - Asian economies currently hold substantial foreign exchange reserves, totaling nearly $8 trillion, providing a buffer against currency depreciation [6][7]. - Major central banks in the region have increased reserves by over $400 billion this year, with China and Japan leading in reserve growth [7]. - The import coverage ratio in the region remains robust, indicating a strong capacity to manage currency fluctuations [7].

分析人士指出，该举措旨在通过协调主要机构的外汇交易行为，在不直接披露干预规模或操作细节的前 提下，缓解韩元下行压力，防范汇率剧烈波动对韩国出口依赖型经济造成进一步冲击。 目前，具体干预方式、资金规模及操作时间表暂未披露。韩国财政部与央行均未确认是否已动用外汇储 备进行直接入市操作，亦未说明国民年金公团将如何调整其外币资产配置。相关措施的实际效果仍有待 市场后续反应验证。 新华财经北京11月14日电韩国政府于本周五宣布将联合国民年金公团等核心市场力量，采取协调行动以 稳定外汇市场。 韩国财政部长具润哲当日紧急召集韩国央行行长李昌镛及金融监管机构高层举行会议，决定与国民年金 公团和主要出口企业密切协作，制定综合应对方案。 此次行动标志着韩国当局对韩元持续贬值风险的警戒已升至新高度。作为全球规模最大的养老基金之 一，国民年金公团的参与被视为向市场传递政策决心的重要信号。 11月6日，韩元兑美元汇率曾跌至1473.2，刷新自2009年3月13日以来的盘中低点 。 （文章来源：新华财经） ...

随着韩元于本周一度跌至十六年低点附近水平，韩国当局承诺将与国有的国民年金基金(NPS)协同采取行动稳定韩元汇率。韩国财政部在周五表示，政府将 与包括国民年金基金和出口商在内的主要市场参与者进行密切讨论，以准备相关措施。此前，韩国财政部长Koo Yun-cheol会见了韩国央行行长Rhee Chang Yong和其他金融监管机构。 韩国政府官员们对外汇市场的日益增加的不确定性表示担忧，并称居民海外投资的持续失衡可能强化对韩元走弱的预期。他们一致认为有必要积极运用所有 可用工具来应对。 作为韩国最大的机构投资者，国民年金基金经常通过对冲和外汇操作帮助缓解韩元压力，例如今年1至5月期间曾抛售美元买入韩元。纽约梅隆投资管理高级 市场策略师Wee Khoon Chong表示："国民年金基金的回归将支撑韩元，并帮助修正其当前相对于其他亚洲货币的错位走势。" 数据显示，全球基金已抛售约46亿美元韩国股票。随着股市资金外流和居民海外投资增加，本季度韩元暴跌近4%，成为仅次于日元的亚洲表现最差货币， 这使韩国政府干预压力持续加剧。财政部周五的声明推动韩元走高，使其成为当日亚洲涨幅最大的货币。此外，韩国基准股指周五开盘下跌2.8 ...

Core Viewpoint - The Swiss National Bank (SNB) is prepared to intervene in the foreign exchange market if necessary, as the Swiss franc continues to strengthen against major currencies, raising concerns in the market [1]. Group 1: Swiss National Bank's Position - Petra Tschudin, a member of the SNB governing board, stated that while interest rates remain the primary tool for monetary policy, the bank will not shy away from intervening in the foreign exchange market when needed [1]. - The SNB has a history of intervening in the market when necessary, indicating a proactive approach to currency management [1]. Group 2: Currency Performance - The Swiss franc has appreciated approximately 13% against the US dollar and over 1% against the euro this year [1]. - Last week, the exchange rate of the Swiss franc against the euro approached its highest level in nearly a decade, prompting the SNB to signal its close monitoring of market dynamics [1]. Group 3: Technical Analysis - The current exchange rate of USD/CHF is stabilizing above the 0.8000 level, with resistance levels noted at 0.8030-0.8040 and support levels at 0.7990-0.8000 [2].

Core Points - The U.S. government has taken significant measures to support Argentina's economic reforms, including a $20 billion currency swap framework and direct market intervention to purchase Argentine pesos [1][2] - U.S. Treasury Secretary Yellen emphasized the importance of Argentina's economic reforms and the need for immediate action to stabilize the market [2][3] - The announcement led to a rise in Argentina's 2035 sovereign bonds by 4.3 cents, reaching over 60 cents, and a 0.7% increase in the peso against the dollar, reversing a previous decline of up to 2.7% [1] Currency Swap Framework and Direct Intervention - The U.S. Treasury has finalized a $20 billion currency swap framework with Argentina, following intensive meetings with Argentine officials [2] - Direct market intervention by the U.S. Treasury involved purchasing Argentine pesos, which is seen as a critical action to address Argentina's liquidity crisis [2][3] - Secretary Yellen stated that only the U.S. could act swiftly in this situation, highlighting the urgency of the measures taken [2] Political Support and Economic Cooperation - Secretary Yellen's statements reflect strong political backing for Argentina's reforms, positioning them as strategically important for U.S. interests in the region [3][4] - The U.S. aims to strengthen economic ties with Argentina, with discussions on investment incentives and support for strategic partnerships [3] - High-level interactions between U.S. and Argentine leaders are expected to enhance economic cooperation and political coordination [4]

根据交易员估算，为应对近期金融市场波动，土耳其央行在两周内累计抛售近100亿美元外汇储备。具 体来看，9月2日当天抛售规模约为54亿美元；随后，在上周连续数日又抛售约42亿美元，旨在遏制里拉 汇率、股市及债市的集体下跌趋势。 此次干预的导火索为法院对主要反对党共和人民党（CHP）伊斯坦布尔省党部负责人的裁决，该事件引 发街头抗议，并加剧了对政府的批评声浪，导致投资者信心受挫，资产价格承压。（新华财经） 在经历大规模外汇市场干预以稳定本币汇率后，土耳其央行于本周一恢复外汇买入操作。 ...

Core Viewpoint - The Polish central bank is considering intervening in the foreign exchange market to stabilize the currency [1] Group 1 - The potential intervention is a response to fluctuations in the Polish zloty [1] - The central bank aims to maintain economic stability and control inflation through these measures [1] - Market analysts are closely monitoring the situation for any signs of action from the central bank [1]