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尽管中美达成协议，但美元指数（DXY）仍被限制在99.20以下。美元对美国和中国之间的贸易协议反应冷淡。在过去四天的交易区间内，价格走势仍然有限，上行尝试未能在99.00水平以上找到后续走势。

US Dollar Index (DXY) remains capped below 99.20 despite the US-China deal.The Dollar featured a tepid reaction to the trade deal between the US and China. Price action has remained limited within the last four days' trading range, with upside attempts failing to find follow-through above the 99.00 level.

印度卢比兑美元汇率约为85.5，为6月初以来的最高水平，因为美元疲软、外国资金流入强劲以及贸易担忧的缓解提供了支撑。美国和中国同意一项缓解贸易紧张局势的计划，双方同意落实双方在日内瓦上一轮会谈中达成的共识。与此同时，印度和美国官员在6月10日于新德里举行的最新一轮会谈中取得了进展，会谈重点是工业品、农业、关税削减和非关税壁垒。印度外交部表示，希望在为期90天的关税休战于7月9日到期之前，与美国敲定一项贸易协议。在货币政策方面，印度储备银行（RBI）将回购利率下调了50个基点，降幅大于预期，并降低了银行准备金率，以刺激经济增长。

The Indian rupee traded around 85.5 per USD, its highest level since early June, as a subdued US dollar, robust foreign inflows, and easing trade concerns lent support. The US and China agreed to a plan to ease trade tensions, with both sides agreeing to implement the consensus the two sides reached in the prior round of talks in Geneva. Meanwhile, Indian and US officials made progress in their latest round of talks in New Delhi on June 10, focusing on industrial goods, agriculture, tariff reductions and non-tariff barriers. India’s Foreign Ministry said it hopes to finalize a trade deal with the U.S. before the 90-day tariff truce expires on July 9. On the monetary policy front, the Reserve Bank of India (RBI) delivered a larger-than-expected 50 basis point cut to the repo rate and lowered the reserve ratio for banks in a bid to stimulate economic growth.

根据中国汽车工业协会（CAAM）的数据，继上个月增长9.8%之后，中国汽车销量在2025年5月同比增长11.2%，达到268.6万辆。新能源汽车（NEV）在5月份跃升36.9%，达到1307万辆，连续第三个月增长，占上个月新车总销量的48.7%。考虑到2025年前五个月，汽车销量增长了10.9%，达到1275万辆，新能源汽车激增44%，达到561万辆。新能源汽车销量占新车总销量的44%。按月计算，5月份汽车总销量增长3.7%，从4月份的11.2%暴跌反弹。到2025年，汽车销量预计将增长4.7%，达到3290万辆，新能源汽车预计将增长24.4%，达到1600万辆。去年，汽车总销量增长了4.5%，达到3143.6万辆，与2023年12%的激增相比大幅放缓。

China's vehicle sales climbed by 11.2% year-on-year to 2.686 million units in May 2025, following a 9.8% rise in the previous month, according to data from the China Association of Automobile Manufacturers (CAAM). New energy vehicles (NEVs) jumped by 36.9% in May to 1.307 million units, the third consecutive month of increase, accounting for 48.7% of total new vehicle sales last month. Considering the first five months of 2025, car sales increased by 10.9% to 12.75 million units, with NEVs surging 44% to 5.61 million units. NEV sales accounted for 44% of total new car sales. On a monthly basis, total car sales rose 3.7% in May, rebounding from an 11.2% plunge in April. For 2025, car sales are expected to rise by 4.7% to reach 32.9 million units, with NEVs predicted to grow by 24.4% to 16 million units. Last year, total vehicle sales increased by 4.5% to 31.436 million units, easing sharply from a 12% surge in 2023.

周三，恒生指数上涨184点，涨幅0.8%，收于近三个月高点24349点，从前一交易日的小幅下跌中反弹，同时在广泛的行业强势下延续了自6月初以来的上涨势头。人们对美中贸易谈判的进展越来越乐观，尽管双方仍在等待商定框架的进一步细节。大陆股市的显著上涨也提振了市场情绪，帮助抵消了关键通胀数据公布前美国期货的温和下跌。在企业新闻中，中国汽车制造商承诺在价格战不断升级的情况下缩短供应商付款期限。JL-Mag稀土公司股价上涨2.8%，此前该公司获得了向美国、欧洲和东南亚出口产品的许可证。Pop-Mart的“盲盒”玩具创下新的销售纪录后，股价飙升3.6%。汇通达网络股价上涨近3%，计划回购高达5亿元人民币的H股。其他涨幅最大的股票包括中国虹桥集团（5.3%）、华润置地（1.5%）和香港交易所（1.3%）。

The Hang Seng rose 184 points or 0.8% to end at a near three-month high of 24,349 on Wednesday, rebounding from a slight dip in the prior session while extending upward momentum since early June amid broad-based sector strength. Optimism grew over progress in U.S.-China trade talks, although further details on the agreed framework were still awaited. Notable gains in mainland stocks also lifted sentiment, helping offset a mild fall in U.S. futures ahead of key inflation data. In corporate news, Chinese automakers pledged to shorten supplier payment terms amid an escalating price war. JL Mag Rare-Earth Co. climbed 2.8% after securing licenses to export products to the U.S., Europe, and Southeast Asia. Pop Mart surged 3.6% after setting a new sales record for its “blind box” toy. Huitongda Network rose almost 3% on plans to repurchase up to CNY 500 million in H shares. Other top gainers included China Hongqiao Group (5.3%), China Resources Land (1.5%), and HKEX (1.3%).