人民币/日元 (CNYJPY) 加自选

日本通胀率有望放缓，日元下跌。日本将于周五发布7月通胀报告。市场将对核心利率特别感兴趣，预计核心利率将从6月份的3.3%降至3.0%。

Japan's Inflation Rate Expected to Ease, Yen Dips.Japan releases the July inflation report on Friday. The markets will be especially interested in the core rate, which is expected to ease to 3.0% y/y, from 3.3% in June.

美元/日元：可能在146.90至147.90之间交易——大华银行集团。美元（USD）的交易价格可能在146.90至147.90之间。大华银行集团外汇分析师Quek Ser Leang和Peter Chia指出，从长远来看，146.50/148.50的较窄区间可能足以暂时控制价格走势。

USD/JPY: Likely to trade in a range between 146.90 and 147.90 – UOB Group.US Dollar (USD) is likely to trade in a range between 146.90 and 147.90. In the longer run, a narrower range of 146.50/148.50 is likely enough to contain the price movements for now, UOB Group's FX analysts Quek Ser Leang and Peter Chia note.

美元/日元在日元普遍疲软的情况下将复苏延长至147.60。周五，美元兑日元汇率加速回升。美元/日元从周三的146.90以下的低点反弹至147.65附近的水平，尽管从更广泛的角度来看，该货币对保持了146.70至148.00之间的波动性。周四，美元保持了最近的涨幅，重点是美国初步采购经理人指数和美联储鲍威尔周五的讲话，而在日本，7月份的CPI数据可能会为下一次日本央行会议的结果提供更多线索

USD/JPY extends its recovery to 147.60 amid generalised Yen weakness .The US Dollar accelerated its recovery against a weaker Japanese Yen on Friday. USD/JPY's rebound from Wednesday's lows right below 146.90 has extended to levels near 147.65, although, from a broader perspective, the pair maintains a choppy and volatile behaviour, ranging between 146.70 and 148.00 The Greenback is holding recent gains on Thursday, with the focus on preliminary US PMI figures and Fed Powell's speech on Friday, while in Japan, July's CPI data might give further clues about the outcome of the next BoJ meeting

周四，上证综指上涨0.13%，收于3771点，保持在十年高点，投资者等待新的催化剂来延续涨势。最近几周，随着资本流入股市，保证金融资跃升至2015年牛市期间的水平，中国股市飙升。强劲的零售参与也推动了涨幅，A股交易量同比增长80%。美中贸易紧张局势的缓和以及北京方面遏制过度竞争的措施支撑了市场情绪。值得注意的是，尽管国内经济数据疲软，政策支持相对温和，但反弹仍在继续。其中，中兴通讯上涨6.6%，北京康帕斯上涨3.2%，立讯精密上涨5.3%，Gigadevice Semiconductor上涨8%，Cambricon Technologies上涨2.3%。

The Shanghai Composite rose 0.13% to close at 3,771 on Thursday, holding at decade highs as investors awaited new catalysts to extend the rally. Chinese equities have surged in recent weeks as capital rotated into stocks and margin financing jumped to levels last seen during the 2015 bull market. Strong retail participation also fueled gains, with A-share trading volumes up 80% from a year earlier. Sentiment has been underpinned by easing US-China trade tensions and Beijing’s measures to rein in excessive competition. Remarkably, the rally has continued despite weak domestic economic data and relatively modest policy support. Among notable movers, ZTE Corp climbed 6.6%, Beijing Compass rose 3.2%, Luxshare Precision surged 5.3%, Gigadevice Semiconductor advanced 8%, and Cambricon Technologies added 2.3%.