Applied Materials Inc (AMAT) 加自选

欧元/美元、美元/日元和澳元/美元预测——美元走强。美元继续出现很多噪音，因为我们继续看到人们对美联储提出了很多问题。目前，我们正在等待货币政策是否会很快发生变化。

EUR/USD, USD/JPY and AUD/USD Forecast – US Dollar Strengthens.The US dollar continues to see a lot of noise, as we are continuing to see a lot of questions asked about the Federal Reserve. At this point, we are waiting to see if there is going to be a change in monetary policy anytime soon.

IMF上调2025年新兴经济体GDP预期。国际货币基金组织将今年新兴市场和发展中经济体的经济增长前景从3.7%上调至4.1%，这得益于前期投资和对中国更乐观的看法。

IMF lifts 2025 GDP emerging economies' outlook on improved China view.The International Monetary Fund raised its outlook for economic growth across emerging market and developing economies this year to 4.1% from 3.7%, driven by frontloading and a more upbeat view on China.

市场支持美元走强，等待澳大利亚通胀明朗。美元今天继续广泛上涨，这得益于一种坚定的情绪，即最近美国与欧盟和日本的贸易协议标志着主要全球贸易风险的消除，至少目前是这样。尽管美中谈判在斯德哥尔摩继续进行，但市场似乎并不受限制。

Markets Back Dollar Strength, Await Australian Inflation Clarity.Dollar's broad-based advance continues today, underpinned by firm sentiment that recent US trade deals with the EU and Japan mark the clearing of major global trade risks, at least for now. Though US–China talks continue in Stockholm, markets appear unbothered.

卢特尼克：欧盟协议是特朗普总统的大师班。欧盟贸易协议是特朗普总统的杰作，欧盟承诺购买7.5亿美元的能源。

Lutnick:The EU deal was a Masterclass by Pres. Trump.The EU trade deal was a Masterclass by Pres. Trump EU Committed to $750 million of energy purchases.