新台币/人民币 (TWDCNY) 加自选

P加拿大央行 保持不变，但市场仍认为未来会有所缓和。今天，中国连续第六个月保持基准贷款利率不变，一年期贷款最优惠利率为3.0%，五年期贷款利率为3.5%。这一决定是普遍预期的，因为政策制定者继续在支持经济的需要与避免加剧金融不稳定的愿望之间取得平衡。

PBoC stays on hold, but markets still see easing ahead.China kept its benchmark lending rates unchanged for the sixth straight month today, leaving the one-year Loan Prime Rate at 3.0% and the five-year rate at 3.5%. The decision was widely expected, as policymakers continue to balance the need to support the economy with the desire to avoid fueling financial instability.

美国将批准向阿联酋和沙特阿拉伯出售主要人工智能芯片，并严格遵守中国的保障措施。美国商务部正准备授权向阿拉伯联合酋长国和沙特阿拉伯的政府支持的科技公司出售多达7万个先进的人工智能芯片，这标志着华盛顿对中东快速增长的人工智能野心的立场发生了重大转变。

U.S. to approve major AI-chip sales to UAE and Saudi Arabia with strict China safeguards.The U.S. Commerce Department is preparing to authorise the sale of up to 70,000 advanced AI chips to government-backed technology companies in the United Arab Emirates and Saudi Arabia, marking a significant shift in Washington's stance toward the Middle East's fast-growing AI ambitions.

美国可能推迟芯片关税，因为白宫正在权衡中国反弹的风险。特朗普政府正在悄悄地重新评估长期承诺的半导体关税的时机，几名美国官员私下表示，关税可能不会像之前表示的那样尽快征收。

U.S. may delay chip tariffs as White House weighs risks of China backlash.The Trump administration is quietly reassessing the timing of long-promised semiconductor tariffs, with several U.S. officials privately signalling that duties may not be imposed as soon as previously indicated.

今日外汇：焦点转向美国劳动力市场；P加拿大央行 应该暂停。今日外汇：焦点转向美国劳动力市场；P加拿大央行 应该暂停

FX Today: Focus shifts to the US labour market; the PBoC should stay on hold.FX Today: Focus shifts to the US labour market; the PBoC should stay on hold