（原标题：鲍威尔"鸽声"点燃看涨情绪 分析师高喊亚洲股汇双涨在即） Asia Decoded首席经济学家Priyanka Kishore指出："美元走软可能会暂时提振亚洲货币，因为鲍威尔表 示可能会在 9 月降息。但除非美联储承诺开启更大幅度的宽松政策，否则任何涨势都可能只是暂时 的。" Vantage Markets分析师Hebe Chen称："鲍威尔发出的'愿望转化为现实'的信号将有助于填补亚洲市场稍 有波动的表面之下存在的裂痕。尽管该信号并不能保证其持久性，但这种提振作用在以科技股为主的板 块和市场(比如日本和台湾)中会最为明显，因为在这些地方市场情绪更为脆弱。对于投资者而言，这种 新的乐观情绪很可能会在 9 月 17 日之前一直保持风险偏好高涨的状态。" 智通财经APP获悉，本周，亚洲股市有望迎来强劲开局，亚洲货币也可能因此获得支撑。华尔街分析师 们还指出，亚洲股市与货币有望进一步走强。此前，美联储主席鲍威尔在杰克逊霍尔研讨会上的讲话表 明，美联储最快将于 9 月的下一次政策会议上采取降息举措。上周五，美国股市大幅上涨，使得道琼斯 工业平均指数创下今年来的新高。与此同时，新兴市场货币结束了连续六天的跌 ...

Core Viewpoint - The US dollar index has shown resilience recently, with a 3.4% increase in July, ending a streak of declines, despite a disappointing non-farm payroll report [1] Group 1: Dollar Performance - The Bloomberg Dollar Spot Index rose by 2.7% in July, breaking a six-month downward trend [1] - Emerging market currencies, represented by the MSCI Emerging Markets Currency Index, fell by 1.2% [1] - The Taiwanese dollar has appreciated approximately 9.5% this year, leading Asian currencies, while the South Korean won has risen nearly 6% [1] Group 2: Investor Sentiment - The rebound of the dollar has led some emerging market investors to believe that the dollar will continue to rise in the coming months [1] - Barclays Bank has advised clients to avoid shorting the dollar against other Asian currencies [1] - Fidelity International noted that prolonged high US interest rates reduce the attractiveness of borrowing dollars for arbitrage trading [1] Group 3: Emerging Market Currency Dynamics - The volatility of emerging market currencies is at its lowest in a year, which diminishes demand for Asian currencies in favor of higher-yielding European and Latin American currencies [2] - The average interest rate differential for Asian currencies is negative 1.1%, indicating higher holding costs compared to potential returns from holding dollars [5] - Latin American currencies have a positive interest rate differential of 3.7%, while European and African currencies have a positive differential of 1.1% [5] Group 4: Market Uncertainty - The uncertainty surrounding US tariffs continues to impact the attractiveness of emerging market currencies, despite some agreements reached with major trading partners [6] - The potential for further interest rate cuts by the Federal Reserve remains a key factor influencing the dollar's trajectory [6]

Core Viewpoint - The Singapore dollar and other Asian currencies are strengthening against the US dollar in light of the Federal Reserve's anticipated interest rate cuts [1] Group 1: Economic Indicators - Market expectations remain unchanged regarding the Federal Reserve potentially lowering interest rates twice next year [1] - Recent disappointing US economic data includes a decline in new home sales from 722,000 units in April to 623,000 units in May [1] Group 2: Geopolitical Factors - The easing of safe-haven demand for the US dollar follows a ceasefire between Iran and Israel [1]

Group 1 - Investors have reached the highest level of bullish positions on the New Taiwan Dollar and the Philippine Peso since 2020 [1] - There is an overall optimistic sentiment towards all Asian currencies among investors [1]