澳元/人民币 (AUDCNY) 加自选

欧元/美元、美元/日元和澳元/美元预测——美元继续波动。美元在周四凌晨有点挣扎，但此时此刻，该货币严重缺乏动力。最终，在这种情况下，由于夏季的原因，我们也可能会看到一些疲软。

EUR/USD, USD/JPY and AUD/USD Forecast – US Dollar Continues to Wobble.The US dollar is fighting a bit in the early hours of Thursday, but at this point in time, there is a serious lack of momentum for the currency. Ultimately, this is a situation where we are possibility seeing a bit of sluggishness due to the summer as well.

中国重申其稀土出口政策符合全球惯例。尽管中国试图描绘一幅画面，好像他们在这方面对每个人都做得对，但我们都知道这是他们在讨论贸易方面的主要杠杆工具之一。不仅是美国，欧盟等国家也是如此。

China reaffirms that its policy on rare earth exports is consistent with global practice.As much as China tries to paint a picture as though they're doing right by everyone on this, we all know this is one of their main leveraging tools in terms of discussing trade. And it's not just with the US but also with the likes of the EU as well.

在中国，上海综合指数周四上涨23点，涨幅0.64%。涨幅最大的是中国电力建设集团公司（10.04%）、内蒙古包头钢铁公司（10.04%）和中国国际（10.00%）。最大的损失来自中国民生银行（-2.68%）、大唐国际（-2.67%）和中信银行（-2.49%）。

In China, the Shangai Composite Index went up by 23 points or 0.64 percent on Thursday. Top gainers were Power Construction Corporation of China (10.04%), Inner Mongolia BaoTou Steel (10.04%) and China International (10.00%). Biggest losses came from China Minsheng Bank (-2.68%), Datang Intl (-2.67%) and China CITIC Bank (-2.49%).

周四，标准普尔/澳交所200指数下跌0.3%，收于8709点，结束了连续两个交易日的涨势，因为麦格理的下跌超过了生物技术巨头CSL的涨幅。金融股下跌0.3%，占该指数3%的麦格理在第一季度利润疲软后下跌5.1%，为三个月来最差。首席财务官的辞职、对高管薪酬的担忧以及分析师指出，由于依赖资产销售和大宗商品敞口，收益的可见性降低，加剧了这一下降。此外，黄金股下跌1.9%，为7月16日以来的最大跌幅，因全球贸易协议报告后金价继续下跌。据报道，美国和欧盟即将就大多数进口商品达成15%的关税协议，以防止更广泛的贸易战，此前美国和日本最近达成了一项缓解全球紧张局势的协议。与此同时，医疗保健类股上涨1%，创下五个月新高，CSL（1.5%）在防御性轮换中领涨。在第四季度铁矿石出货量创纪录后，权重矿商Fortescue也飙升4.3%，达到2月份以来的最高水平。

The S&P/ASX 200 fell 0.3% to finish at 8,709 on Thursday, halting its two-session winning streak, as a drop in Macquarie outweighed gains in biotech giant CSL. Financials fell 0.3% as Macquarie, which makes up 3% of the index, slid 5.1%, its worst in three months, after a weaker Q1 profit. The decline was compounded by the CFO’s resignation, concerns over executive pay, and analysts noting reduced earnings visibility due to reliance on asset sales and commodity exposure. Additionally, gold stocks dropped 1.9%, their steepest since July 16, as bullion extended losses after reports of global trade deals. The US and EU are reportedly nearing a 15% tariff deal on most imports to prevent a wider trade war, following a recent US–Japan agreement that eased global tensions. Meanwhile, healthcare stocks rose 1% to a five-month high, led by CSL (1.5%) amid a defensive rotation. Heavyweight miner Fortescue also surged 4.3% to its highest since February, after a record Q4 iron ore shipments.