人民币突然飙涨。 8月28日深夜，离岸人民币兑美元汇率直线拉升，日内一度大涨超340点，最高涨至7.1182元，为2024年 11月6日以来首次突破7.12元。有分析人士认为，稳汇率政策张弛有度、国内权益市场表现较好带动外 资流入以及美联储降息预期抬升等因素支撑了人民币汇率行情。 值得注意的是，美联储官员们正密集释放"鸽派"信号，持续推升降息预期。北京时间8月29日早间，美 联储理事沃勒在最新的讲话中明确表示，支持美联储在9月的议息会议上降息25个基点，并预计未来3— 6个月内还会进一步降息。 人民币大涨 8月28日晚间，离岸人民币兑美元汇率直线拉升，日内最高涨至7.1182元，为2024年11月6日以来首次突 破7.12元，逼近当天顶部7.0906元，日内涨幅达314点。 截至北京时间8月29日6:30，离岸人民币兑美元报7.12045元，较周三纽约尾盘涨320点，日内整体交投 于7.1551—7.1182元区间。 与此同时，富时中国A50指数期货、恒指期货在隔夜夜盘持续上扬，分别涨约0.32%、0.79%。 中信证券首席经济学家明明表示，近期，稳汇率政策张弛有度、国内权益市场表现较好带动外资流入以 及美联 ...

每经AI快讯，8月20日，离岸人民币(CNH)兑美元报7.1871元，较周一纽约尾盘涨4点，日内整体交投于 7.1919-7.1822元区间。 ...

Group 1 - The "Big and Beautiful" tax and spending bill proposed by President Trump faces delays in the Senate, with a vote postponed to June 30, and is estimated to increase U.S. national debt by $3.3 trillion over the next decade according to the Congressional Budget Office [1] - The U.S. Treasury Secretary stated that there is no reason to increase the issuance of long-term national debt given current yield levels, but hopes for a decline in yields as inflation slows [1] - The European Central Bank maintains a 2% inflation target and considers the harmonized consumer price index (HICP) as an appropriate measure, while also suggesting the inclusion of owner-occupied housing costs in inflation statistics [3] Group 2 - Germany's June CPI rose by 2% year-on-year, reaching the European Central Bank's target level for the first time in nearly a year [4] - The U.S. Federal Reserve official reiterated expectations for a rate cut this year, with three rate cuts anticipated next year [2] - The U.S. White House announced the resumption of trade negotiations with Canada following the cancellation of the digital services tax [1]

Core Viewpoint - The offshore Chinese yuan (CNH) has strengthened against the US dollar, closing at 7.1791, marking a rise of 69 points from the previous New York session, indicating a positive trend over the last two trading days [1] Summary by Category - **Currency Performance** - The offshore yuan (CNH) traded at 7.1791 against the US dollar, reflecting a gain of 69 points from the previous close [1] - The currency has shown a strengthening trend for two consecutive trading days [1] - The trading range for the day was between 7.1876 and 7.1742 [1]

Market Performance - The three major U.S. stock indices closed lower, with the Dow Jones down 0.7% at 42,215.8 points, the S&P 500 down 0.84% at 5,982.72 points, and the Nasdaq down 0.91% at 19,521.09 points [1] - Major tech stocks experienced declines, with Tesla down nearly 4%, Apple down over 1%, and Microsoft, Nvidia, Google, Netflix, Amazon, and Meta showing slight decreases; Intel saw a slight increase [1] - Most popular Chinese concept stocks fell, with Hesai down over 6%, WeRide down over 5%, Li Auto down over 4%, Tencent Music down over 3%, and Bilibili down over 2% [1] - European stock indices also closed lower, with Germany's DAX down 1.12% at 23,434.65 points, France's CAC40 down 0.76% at 7,683.73 points, and the UK's FTSE 100 down 0.46% at 8,834.03 points [1] Commodity Prices - International oil prices surged, with U.S. crude oil main contract up 4.97% at $73.74 per barrel and Brent crude oil main contract up 4.96% at $76.86 per barrel [1] - International precious metal futures closed mixed, with COMEX gold futures down 0.32% at $3,406.50 per ounce and COMEX silver futures up 2.01% at $37.18 per ounce [1] - Most London base metals declined, with LME aluminum up 1.25% at $2,545.00 per ton, LME copper down 0.34% at $9,670.00 per ton, LME zinc down 0.81% at $2,636.50 per ton, LME nickel down 0.89% at $14,935.00 per ton, LME tin down 1.13% at $32,250.00 per ton, and LME lead down 1.57% at $1,976.00 per ton [1] Bond Market - U.S. Treasury yields collectively fell, with the 2-year yield down 2.51 basis points at 3.939%, the 3-year yield down 3.91 basis points at 3.886%, the 5-year yield down 5.27 basis points at 3.977%, the 10-year yield down 6.92 basis points at 4.377%, and the 30-year yield down 7.36 basis points at 4.883% [1] - European bond yields generally rose, with the UK 10-year yield up 1.7 basis points at 4.548%, France's 10-year yield up 1.5 basis points at 3.246%, Germany's 10-year yield up 0.8 basis points at 2.531%, Italy's 10-year yield up 3.3 basis points at 3.484%, and Spain's 10-year yield up 2.3 basis points at 3.162% [1]

①美国三大股指全线收跌，道指跌1.79%报42197.79点，标普500指数跌1.13%报5976.97点，纳指跌1.3% 报19406.83点； ②大型科技股多数下跌，英特尔跌超3%，英伟达跌超2%，苹果、Meta跌逾1%，微软、奈飞、谷歌、 亚马逊小幅下跌，特斯拉涨约2%； ③热门中概股多数收跌，小鹏汽车跌超5%，阿里巴巴、哔哩哔哩、理想汽车跌超3%，京东、拼多多、 百度跌超2%； ④欧洲三大股指全线下跌，德国DAX指数跌1.07%报23516.23点，法国CAC40指数跌1.04%报7684.68 点，英国富时100指数跌0.39%报8850.63点； ⑤国际油价大幅走高，美油主力合约涨7.55%报73.18美元/桶，布油主力合约涨7.5%报74.56美元/桶； ⑥国际贵金属期货普遍收涨，COMEX黄金期货涨1.48%报3452.60美元/盎司，COMEX白银期货涨0.21% 报36.37美元/盎司； ⑦纽约尾盘，美元指数涨0.29%报98.15，离岸人民币兑美元跌164.1个基点报7.18955； ⑧伦敦基本金属多数下跌，LME期铜跌0.56%报9647.5美元/吨，LME期锌跌0.61%报2626. ...

Market Performance - The three major U.S. stock indices closed mixed, with the Dow Jones remaining flat at 42,761.76 points, the S&P 500 rising by 0.09% to 6,005.88 points, and the Nasdaq increasing by 0.31% to 19,591.24 points [1] - Major tech stocks mostly rose, with Tesla up over 4%, Intel up over 2%, and Google and Amazon both rising over 1%. Apple and Netflix fell over 1%, while Meta experienced a slight decline [1] - Popular Chinese concept stocks mostly gained, with Kingsoft Cloud rising nearly 10%, iQIYI up over 4%, and Bilibili, Xpeng Motors, and Baidu all increasing over 3%. JD.com and NetEase rose over 2% [1] European Market - European stock indices closed slightly lower, with the German DAX down 0.54% to 24,174.32 points, the French CAC40 down 0.17% to 7,791.47 points, and the UK FTSE 100 down 0.06% to 8,832.28 points [1] Commodity Prices - International oil prices strengthened, with the main U.S. oil contract rising by 1.24% to $65.38 per barrel and the Brent crude oil contract increasing by 0.96% to $67.11 per barrel [1] - International precious metal futures closed mixed, with COMEX gold futures flat at $3,346.70 per ounce and COMEX silver futures rising by 2.12% to $36.91 per ounce [1] Currency and Bond Market - The U.S. dollar index fell by 0.19% to 99.01, while the offshore RMB appreciated by 57.1 basis points against the dollar to 7.1828 [1] - U.S. Treasury yields fell across the board, with the 2-year yield down 4.15 basis points to 3.993%, the 3-year yield down 4.27 basis points to 3.980%, the 5-year yield down 4.39 basis points to 4.079%, the 10-year yield down 3.18 basis points to 4.474%, and the 30-year yield down 2.99 basis points to 4.939% [1] - European bond yields generally declined, with the UK 10-year yield down 1.2 basis points to 4.630%, the French 10-year yield down 0.5 basis points to 3.238%, the German 10-year yield down 0.9 basis points to 2.562%, the Italian 10-year yield down 1.3 basis points to 3.485%, and the Spanish 10-year yield down 0.7 basis points to 3.142% [1]

Market Performance - The three major US stock indices closed lower, with the Dow Jones down 0.61% at 41,603.07 points, the S&P 500 down 0.67% at 5,802.82 points, and the Nasdaq down 1% at 18,737.21 points [1] - Popular tech stocks experienced declines, with Apple dropping over 3%, and Nvidia, Microsoft, Google, and Meta each falling over 1% [1] - European stock indices also closed lower, with the German DAX down 1.54% at 23,629.58 points, the French CAC40 down 1.65% at 7,734.4 points, and the UK FTSE 100 down 0.24% at 8,717.97 points [1] Commodity Prices - International precious metal futures generally rose, with COMEX gold futures up 1.90% at $3,357.70 per ounce and COMEX silver futures up 1.27% at $33.64 per ounce [1] - International oil prices strengthened, with the main US oil contract rising 0.92% to $61.76 per barrel and Brent crude rising 0.92% to $65.03 per barrel [1] - London base metals saw an overall increase, with LME lead up 1.22% at $1,994.00 per ton, LME copper up 1.19% at $9,614.00 per ton, and LME aluminum up 0.41% at $2,466.00 per ton [1] Bond Market - US Treasury yields fell across the board, with the 2-year yield down 0.43 basis points at 3.982%, the 10-year yield down 2.26 basis points at 4.506%, and the 30-year yield down 0.29 basis points at 5.038% [1] - European bond yields also declined, with the UK 10-year yield down 6.8 basis points at 4.679%, the French 10-year yield down 6 basis points at 3.258%, and the German 10-year yield down 7.6 basis points at 2.565% [1]

Market Performance - The three major US stock indices all closed higher, with the Dow Jones up 0.78% at 42654.74 points, the S&P 500 up 0.7% at 5958.38 points, and the Nasdaq up 0.52% at 19211.1 points [1] - Major tech stocks mostly rose, with Tesla increasing over 2%, Netflix and Google up over 1%, while Apple and Meta saw slight declines [1] - Popular Chinese concept stocks mostly rose, with Niu Technologies up 12%, Bilibili up nearly 7%, and NIO up nearly 3%, while NetEase and JD.com fell over 2% [1] - European stock indices also closed higher, with the UK FTSE 100 up 0.59%, Germany's DAX up 0.3%, and France's CAC 40 up 0.42% [1] Commodity Prices - International oil prices strengthened, with the main US oil contract up 1.28% at $61.93 per barrel, and Brent crude up 1.24% at $65.33 per barrel [1] - International precious metal futures generally fell, with COMEX gold futures down 0.66% at $3205.30 per ounce, and COMEX silver futures down 0.76% at $32.43 per ounce [1] Currency and Bond Markets - The US dollar index rose 0.15% to 100.9828, while the offshore RMB fell 53 basis points to 7.2098 against the US dollar [1] - US Treasury yields collectively rose, with the 2-year yield up 3.23 basis points at 3.995%, the 10-year yield up 4.35 basis points at 4.477%, and the 30-year yield up 4.69 basis points at 4.937% [1] - European bond yields also rose, with the UK 10-year yield up 1.4 basis points at 4.077%, France's 10-year yield up 3.4 basis points at 2.936%, and Germany's 10-year yield up 3.7 basis points at 2.458% [1]

Market Performance - The three major US stock indices saw significant gains, with the Dow Jones up 2.81% at 42,410.1 points, the S&P 500 up 3.26% at 5,844.19 points, and the Nasdaq up 4.35% at 18,708.34 points [1] - Major tech stocks mostly rose, with Amazon increasing over 8%, Meta over 7%, Apple and Tesla over 6%, Nvidia over 5%, Google and Intel over 3%, and Microsoft over 2%, while Netflix fell over 2% [1] - Popular Chinese concept stocks experienced broad gains, with WeRide up over 27%, Pony.ai nearly 12%, Xiaopeng Motors and Bilibili nearly 8%, JD.com, Pinduoduo, and Li Auto over 6%, and NIO, Alibaba, and Baidu over 5% [1] - European stock indices closed higher across the board, with Germany's DAX up 0.29% at 23,566.54 points, France's CAC40 up 1.37% at 7,850.1 points, and the UK's FTSE 100 up 0.59% at 8,604.98 points [1] Commodity Prices - International oil prices strengthened, with the main US oil contract rising 1.54% to $61.96 per barrel and the Brent crude oil main contract up 1.63% to $64.95 per barrel [1] - International precious metal futures generally declined, with COMEX gold futures down 3.06% at $3,241.80 per ounce and COMEX silver futures down 0.36% at $32.80 per ounce [1] - London base metals showed mixed results, with LME aluminum up 2.15% at $2,470.00 per ton, LME tin up 2.00% at $32,425.00 per ton, and LME copper up 0.67% at $9,502.00 per ton, while LME lead fell 1.01% to $1,965.50 per ton and LME nickel dropped 1.89% to $15,550.00 per ton [1] Bond Market - US Treasury yields rose across the board, with the 2-year yield up 11.93 basis points at 4.0082%, the 3-year yield up 12.59 basis points at 4.0067%, the 5-year yield up 10.92 basis points at 4.1117%, the 10-year yield up 9.05 basis points at 4.4729%, and the 30-year yield up 6.87 basis points at 4.906% [1] - European bond yields also increased, with the UK 10-year yield up 7.6 basis points at 4.640%, France's 10-year yield up 6.1 basis points at 3.324%, Germany's 10-year yield up 8.6 basis points at 2.645%, Italy's 10-year yield up 6.8 basis points at 3.675%, and Spain's 10-year yield up 6.8 basis points at 3.271% [1]