土耳其里拉/日元 (TRYJPY) 加自选

美元/日元盘整：是否有新的上涨趋势？。美元兑日元开始下跌至156.00以下。美元/日元跌破155.50支撑位，进入短期看跌区。

USD/JPY Consolidates: Is a Fresh Upside Move Ahead?.The US Dollar started a downside correction below 156.00 against the Japanese Yen. USD/JPY traded below the 155.50 support to enter a short-term bearish zone.

日经225指数上涨0.7%，至38300点左右，而更广泛的东证指数周五上涨0.6%，至2699点，随着投资者消化日本最新的消费者通胀数据，收复了最近几个交易日的部分跌幅。数据显示，日本10月份的整体通胀率降至2.3%的9个月低点，而核心通胀率也降至2.3%的6个月低位，略高于2.2%的预测。此外，另一份报告显示，尽管服务业活动有所扩大，但日本11月的制造业活动收缩幅度超过预期。几乎所有行业都参与了反弹，主要指数权重股大幅上涨，如Lasertec（+1.9%）、东京电子（+2.1%）、三菱UFJ（+1%）、丰田汽车（+0.7%）和迅销（+1%）。然而，尽管周五有所上涨，日经指数和东证指数仍有望在本周结束时下跌，目前分别下跌0.8%和0.5%。

The Nikkei 225 Index rose 0.7% to around 38,300, while the broader Topix Index gained 0.6% to 2,699 on Friday, recovering some losses from recent sessions as investors digested Japan's latest consumer inflation data. The data revealed that Japan’s headline inflation rate slowed to a nine-month low of 2.3% in October, while core inflation also dropped to a six-month low of 2.3%, slightly above the forecast of 2.2%. Additionally, a separate report showed that manufacturing activity in Japan contracted more than expected in November, although services activity expanded. Nearly all sectors participated in the rebound, with significant gains from key index heavyweights such as Lasertec (+1.9%), Tokyo Electron (+2.1%), Mitsubishi UFJ (+1%), Toyota Motor (+0.7%), and Fast Retailing (+1%). However, despite Friday's gains, both the Nikkei and Topix indexes are still on track to end the week lower, currently down 0.8% and 0.5%, respectively.

日元未能建立在CPI引领的日元兑美元盘中走强的基础上。在日本公布略高于预期的消费者通胀数据后，日元（JPY）连续第二天吸引了一些后续购买。此前，日本央行行长上田和夫周四发表了鹰派言论，对12月加息的预期仍在发挥作用。

Japanese Yen fails to build on stronger CPI-led intraday uptick against USD.The Japanese Yen (JPY) attracted some follow-through buying for the second successive day following the release of slightly higher-than-expected consumer inflation figures from Japan. This comes on top of Thursday's hawkish remarks from BoJ Governor Kazuo Ueda, which keeps expectations for a December interest rate hike in play.

根据快速读数，2024年11月，au Jibun Bank日本服务业采购经理人指数从上个月的49.7上升至50.2，这是四个月来的最低数字。这一回升与新订单的适度扩张同时发生，与10月份相比，增长速度基本保持不变。与此同时，海外订单的下降速度有所放缓。积压的工作以八个月来最快的速度增长，表明产能压力。作为回应，企业提高了就业水平，实现了自7月以来最强劲的就业创造率。在定价方面，投入成本继续大幅上升，尽管速度有所放缓。然而，公司通过历史上急剧加速的销售价格上涨将这些成本转嫁给客户。最后，情绪增强。

The au Jibun Bank Japan Services PMI rose to 50.2 in November 2024, up from 49.7 in the previous month, which had marked the lowest figure in four months, according to a flash reading. The upturn occurred alongside a modest expansion in new orders, with the pace remaining largely unchanged from October. Meanwhile, the decline in overseas orders slowed. Work backlogs rose at the fastest rate in eight months, indicating capacity pressures. In response, firms increased employment levels, achieving the strongest job creation rate since July. On the pricing front, input costs continued to rise significantly, albeit at a softer rate. However, companies transferred these costs to clients through a historically sharp and accelerated increase in selling prices. Lastly, sentiment strengthened.