美元/日元 (USDJPY) 加自选

日本制造业信心连续第二个月改善，服务业稳定。根据路透社短观的最新调查，日本制造业在2月份显示出稳步复苏的迹象，市场情绪连续第二个月改善。

Japan manufacturing sentiment improves second consecutive month, services sector stable.Japan's manufacturing sector showed signs of steady recovery in February, with sentiment improving for the second straight month, according to the latest Reuters Tankan survey.

2024年12月，外国对长期证券、短期美国证券和银行流量的净收购总额为871亿美元。其中包括外国私人投资者净流入1625亿美元，而外国官方机构净流出753亿美元。外国投资者增持了796亿美元的长期美国证券，其中外国私人投资者净购买了1305亿美元。相反，外国官方机构减少了持有量，出售了价值509亿美元的美国证券。美国居民还增持了长期外国证券，净购买了76亿美元。

Net foreign acquisitions of long-term securities, short-term US securities, and banking flows totaled a net TIC inflow of $87.1 billion in December 2024. This included $162.5 billion in net inflows from foreign private investors, while foreign official institutions saw $75.3 billion in outflows. Foreign investors increased their holdings of long-term US securities by $79.6 billion, with private foreign investors accounting for $130.5 billion in net purchases. Conversely, foreign official institutions reduced their holdings, selling $50.9 billion worth of US securities. US residents also boosted their holdings of long-term foreign securities, purchasing a net $7.6 billion.

日元和澳元新闻：贸易和工资增长成为焦点。美元/日元接近关键水平：日本不断扩大的贸易逆差和美国住房数据为大幅波动奠定了基础。美联储的政策会将该货币对推高至153吗？

Japanese Yen and Aussie Dollar News: Trade and Wage Growth in Focus.USD/JPY Near Key Levels: Japan's widening trade deficit and US housing data set the stage for big moves. Will Fed policy push the pair to 153?

标准普尔500指数周二上涨0.2%，收于新纪录，而纳斯达克100指数和道琼斯指数收盘接近持平。投资者权衡了乌克兰战争的可能结束以及围绕关税和利率的发展。非必需消费品和通信服务的疲软，尤其是元平台下降2.7%和亚马逊下降0.9%，给更广泛的市场带来了压力。然而，能源股表现优异，埃克森美孚上涨1.8%，能源转移上涨1.6%。市场参与者密切关注美联储和白宫的政策动向，特别是在关税和利率方面。国债收益率攀升，基准10年期国债收益率达到4.54%，交易员寻求进一步明确美联储的利率轨迹。财报季仍然是一个焦点，百度和阿里巴巴的报告加剧了全球经济的不确定性。

The S&P 500 rose 0.2% to close at a new record on Tuesday, while the Nasdaq 100 and Dow Jones finished near the flatline. Investors weighed the potential end to the Ukraine war alongside developments surrounding tariffs and interest rates. Weakness in consumer discretionary and communication services, highlighted by a 2.7% drop in Meta Platforms and a 0.9% decline in Amazon, pressured the broader market. However, energy stocks outperformed, with Exxon Mobil gaining 1.8% and Energy Transfer rising 1.6%. Market participants closely monitored policy moves from the Fed and the White House, particularly regarding tariffs and interest rates. Treasury yields climbed, with the benchmark 10-year yield reaching 4.54%, as traders sought further clarity on the Fed's rate trajectory. Earnings season remained a focal point, with reports from Baidu and Alibaba contributing to global economic uncertainty.