Applied Materials Inc (AMAT) 加自选

美元兑新加坡元跌至1.27的10年低点。过去4周，美元新加坡元下跌1.14%，过去12个月下跌6.3%。

USDSGD decreased to a 10-year low of 1.27. Over the past 4 weeks, US Dollar Singapore Dollar lost 1.14%, and in the last 12 months, it decreased 6.3%.

爱尔兰制造业6月继续走强，AIB制造业PMI从5月的52.6升至53.7，为2022年5月以来的最高水平，也是连续第六个月扩张。这一改善是由更快的就业机会创造和新的库存建设，以及产出和新订单的稳健增长（尽管略有放缓）推动的。更强劲的经营状况也导致了自2022年4月以来投入采购的最大增幅。未来一年的商业信心升至五个月高点，从4月份的低点进一步回升，因为企业对新的商业举措和增加的投资支出持乐观态度。然而，市场情绪仍因对全球经济不确定性和美国关税潜在影响的持续担忧而有所缓和，一些公司警告称，这些因素仍可能对业绩构成风险。

Ireland’s manufacturing sector continued to strengthen in June, with the AIB Manufacturing PMI rising to 53.7 from 52.6 in May, the highest reading since May 2022 and the sixth consecutive month of expansion. The improvement was driven by faster job creation and renewed stock building, alongside solid—though slightly slower—growth in both output and new orders. Stronger operating conditions also led to the sharpest increase in input purchases since April 2022. Business confidence for the year ahead rose to a five-month high, recovering further from April’s low, as firms cited optimism around new business initiatives and increased investment spending. However, sentiment remained tempered by ongoing concerns about global economic uncertainty and the potential impact of US tariffs, with some companies warning these factors could still pose risks to performance.

日本央行短观报告后，美元/日元跌破143.60。这不仅仅是一个年的故事，美元几乎也下跌了。日元受到日本央行短观的支撑：日本央行短刊2025年第二季度：大型制造业指数13（vs。

USD/JPY slips under 143.60 after the Bank of Japan Tankan report.This is not just a yean story, the dollar has dipped almost across the baord also. Yen supported by the Bank of Japan Tankan : BOJ Tankan Q2 2025: Large Manufacturing Index 13 (vs.

2025年6月，韩国出口同比增长4.3%，达到598亿美元的六个月高点，从上个月1.3%的下降中反弹，低于市场预测的4.7%的增长。初步数据显示，这标志着自去年12月以来最强劲的出口增长，因为出口增长超过进口，主要受半导体出货量强劲的推动。

Exports from South Korea grew 4.3% year-over-year to a six-month high of USD 59.8 billion in June 2025, rebounding from a 1.3% decline in the previous month and falling short of market forecasts for a 4.7% rise. It marked the strongest export growth since last December as exports rose more than imports, mainly driven by robust semiconductor shipments, preliminary data showed.