美元/离岸人民币 (USDCNH) 加自选

美元预测：美联储持有美元和中东紧张局势提振DXY，美元小幅走高。美联储保持利率稳定后，美元小幅走高。交易员关注50天移动平均线，因为地缘政治紧张局势导致避险需求上升。

US Dollar Forecast: Edges Higher as Fed Hold and Middle East Tensions Boost DXY.US Dollar edges higher after Fed holds rates steady. Traders eye 50-day moving average as safe-haven demand rises on geopolitical tension.

据报道，欧盟官员在与美国的任何协议中越来越多地接受10%的基准关税。消息人士称，欧盟官员越来越接受必须接受10%的关税作为与美国任何贸易协议的基线。据说欧盟官员正试图推动关税低于10%，但这可能不会实现。

EU officials reportedly increasingly resigned to 10% baseline tariffs in any deal with US.The sources say that EU officials are increasingly resigned to having to swallow 10% tariffs as being the baseline in any trade deal with the US. EU officials are said to be trying to press for tariffs to be lower than 10% but it might not materialise.

中国表示已向部分企业发放稀土出口许可证，但未透露具体细节。也就是说，它没有透露批准的许可证的确切数量，以及有多少许可证（如果有的话）扩展到了美国公司。商务部只是确认，最新一批中“一定数量”的稀土出口申请获得批准。

China says granted rare earth export licenses to some firms but light on details.That said, it did not divulge on the exact number of licenses approved and how many, if at all, were extended to US firms. The commerce ministry simply confirmed that "a certain number" of rare earth export applications were approved in the latest batch.

周四，上证综指下跌0.79%，收于3362点，深证成分股下跌1.21%，收于10052点。由于地缘政治风险增加和缺乏新的政策信号，市场情绪受到压力，内地股市触及两周低点以上。有报道称，美国官员正在为最早可能于本周末对伊朗发动的潜在袭击做准备，这加剧了人们对中东更广泛不稳定的担忧，令市场感到不安。在国内，陆家嘴论坛上高层监管机构缺乏具体的政策指导，进一步打压了市场情绪。投资者现在正期待着7月的政治局会议，以获得更明确的经济刺激承诺。人们的注意力也转向了中国人民银行周五的贷款最优惠利率决定，市场普遍预计不会有任何变化。跌幅较大的股票包括深富证券（-2.1%）、东方金融（-2.7%）、恒宝股份（-5.9%）、拉卡拉支付（-6.3%）和协鑫能源（-8.4%）。

The Shanghai Composite fell 0.79% to close at 3,362 while the Shenzhen Component dropped 1.21% to 10,052 on Thursday, with mainland stocks hitting over two-week lows as mounting geopolitical risks and a lack of new policy signals pressured sentiment. Markets were unsettled by reports that US officials are preparing for a potential strike on Iran, possibly as early as this weekend, fueling fears of broader instability in the Middle East. Domestically, sentiment was further weighed down by the absence of concrete policy direction from top regulators at the Lujiazui Forum. Investors are now looking ahead to the July Politburo meeting for clearer commitments to economic stimulus. Attention also turns to the People’s Bank of China’s loan prime rate decision on Friday, with markets widely expecting no change. Notable decliners included Shenzhen Forms (-2.1%), East Money (-2.7%), Hengbao Co (-5.9%), Lakala Payment (-6.3%), and GCL Energy (-8.4%).