人民币/韩元 (CNYKRW) 加自选

欧盟对中国决定进一步限制稀土出口表示关切。这是中国的王牌，他们不会经常和不必要地使用它。这里的最新举措似乎是在Xi和特朗普本月晚些时候在韩国会晤之前向美国发出信息的意向声明。

EU expresses concern about China's decision to further curb rare earth exports.This is China's ace card and they won't be using it all too often and unnecessarily. The latest move here appears to be a statement of intent in sending a message to the US ahead of a meeting between Xi and Trump in South Korea later this month.

周四，韩元兑美元汇率跌至1422美元左右，徘徊在五个多月来的最低水平附近，因为美元持续走强继续给亚洲货币带来压力。在财政鸽派和亲刺激政策的高一在日本领导层竞选中获胜后，日元疲软，以及法国总理塞巴斯蒂安·勒科尔努辞职后欧洲的政治不确定性，都支撑着美元。投资者还对最新的联邦公开市场委员会会议纪要做出了反应，该纪要显示政策制定者对美国利率的方向存在分歧。与此同时，在国内方面，由于贸易担忧，对韩元的情绪仍然谨慎，投资者正在关注欧盟限制钢铁进口的计划如何影响韩国的主要出口行业。

The South Korean won fell to around 1,422 per dollar on Thursday, hovering close to its weakest level in over five months, as persistent dollar strength continued to pressure Asian currencies. The greenback remained supported by yen weakness following fiscal dove and pro-stimulus Sanae Takaichi’s victory in Japan’s leadership race and by political uncertainty in Europe after the resignation of French Prime Minister Sebastien Lecornu. Investors also reacted to the latest FOMC minutes which showed divisions among policymakers on the direction for US interest rates. Meanwhile, on the domestic front, sentiment toward the won remained cautious amid trade concerns, with investors watching how the European Union’s plan to curb steel imports could affect South Korea’s key export industries.

周四，上证综指上涨1.32%，收于3934点，而深证综指上涨1.47%，收于13725点。随着中国内地市场在漫长的黄金周假期后重新开放，上证综指数达到十多年来的最高水平。矿业股领涨，金属价格走强，北京宣布对稀土生产技术实施出口管制，以加强其在该行业的主导地位，同时与美国的竞争加剧。表现最佳的包括紫金矿业（10%）、中国北方稀土（10%）和浙江华友钴业（6.7%）。科技股也因全球人工智能的势头而上涨，中兴通讯、Giga Device Semiconductor、Hygon Information、富士康工业和IEIT Systems的股价上涨了2.1%至9.5%。与此同时，投资者期待着10月20日至23日举行的共产党领导人会议，以及本月晚些时候亚太经合组织峰会上可能举行的西领导人会议。

The Shanghai Composite rose 1.32% to 3,934, while the Shenzhen Component gained 1.47% to 13,725 on Thursday, with the former reaching its highest level in more than a decade as mainland markets reopened following the long Golden Week holiday. Mining stocks led gains amid firmer metals prices and after Beijing announced export controls on rare earth production technology to reinforce its dominance in the sector amid intensifying rivalry with the US. Top performers included Zijin Mining (10%), China Northern Rare Earth (10%), and Zhejiang Huayou Cobalt (6.7%). Technology shares also advanced on global AI momentum, with ZTE Corp, Giga Device Semiconductor, Hygon Information, Foxconn Industrial, and IEIT Systems rising between 2.1% and 9.5%. Meanwhile, investors looked ahead to the Communist Party’s leadership meeting on Oct. 20-23 and a potential Xi-Trump meeting at the APEC summit later this month.

在中国，上海综合指数周四上涨51点，涨幅1.32%。涨幅最大的是上海电气（9.96%）、中国钼业（9.81%）和紫金矿业（9.27%）。

In China, the Shangai Composite Index went up by 51 points or 1.32 percent on Thursday. Top gainers were Shanghai Electric (9.96%), China Molybdenum (9.81%) and Zijin Mining (9.27%).