橡胶 (Rubber) 加自选

2025年8月，日本进口同比下降5.2%，至86677亿日元的六个月低点，这是连续第二个月下降，超过了市场预期的4.2%的下降。这是今年迄今为止购买量第五次下降，反映出国内需求疲软和投入成本上升，尽管政府旨在支持消费和抑制能源价格的措施仍然存在。

Japan’s imports shrank 5.2% yoy to a six-month low of JPY 8,667.7 billion in August 2025, marking the second straight month of drop and surpassing market expectations of a 4.2% decline. It was the fifth time of decrease in purchases so far this year, reflecting sluggish domestic demand and elevated input costs, even as government measures aimed at supporting consumption and curbing energy prices remained in place.

2025年8月，日本出口同比下降0.1%，连续第四个月下降，但速度最慢。这一结果超过了市场预期的1.9%的跌幅，表明随着美国关税的影响减轻，市场有所缓解。

Japan’s exports slipped 0.1% year-on-year in August 2025, extending their decline for a fourth month but at the slowest pace in the sequence. The result outperformed market expectations for a 1.9% drop, suggesting some relief as the impact of U.S. tariffs eased.

日元和澳元预测：美联储降息后，美元/日元会突破145吗？。随着出口下滑和美联储即将降息，美元/日元交易谨慎。澳元前景取决于西太平洋银行指数和澳大利亚储备银行降息押注。

Japanese Yen and Aussie Dollar Forecasts: Will USD/JPY Break 145 in Fed Rate Cuts?.USD/JPY trades cautiously as exports slip and Fed cuts loom. Aussie dollar outlook hinges on Westpac Index and RBA rate cut bets.

周二，中国公布了一系列旨在促进服务消费的措施，承诺进一步开放互联网和文化等领域，并促进国际体育赛事的举办，以支持其放缓的经济。据路透社报道，这些措施由包括商务部、财政部和央行在内的九个政府机构联合发布，旨在吸引更多的外国和私人资本进入中高端医疗保健等行业。这些机构表示，中国将利用中央政府资金和地方专项债券支持文化、旅游、养老、儿童保育和体育设施建设。此外，将部署货币政策工具，鼓励金融机构扩大服务消费信贷供应，增加对该行业企业的贷款。

China on Tuesday unveiled a series of measures aimed at boosting services consumption, pledging to further open sectors such as the internet and culture, and to promote the hosting of international sports events in a bid to support its slowing economy. The measures, jointly released by nine government agencies — including the Commerce Ministry, Finance Ministry, and the central bank — also aim to attract more foreign and private capital to sectors such as mid- to high-end medical care, according to Reuters. China will use central government funds and local special bonds to support the construction of cultural, tourism, elderly care, childcare, and sports facilities, the agencies said. In addition, monetary policy tools will be deployed to encourage financial institutions to expand credit supply for service consumption and increase lending to businesses in the sector.