美元/人民币 (USDCNY) 加自选

周一，美国股市强劲上涨，延续了历史新高，科技股提供了更多支持，同时市场继续评估利率前景。标准普尔500指数和纳斯达克100指数上涨超过0.5%，而道琼斯指数上涨约100点。Nvidia股价飙升近4%，此前该公司宣布将向Open AI投资高达1000亿美元，以支持新数据中心和计算基础设施的建设。与此同时，甲骨文股价上涨6%，因其被纳入特朗普总统斡旋的TikTok所有权的美国业务。此外，由于周末iPhone销售的乐观迹象，苹果公司股价上涨了3%以上。另一方面，在特朗普总统表示他将分享怀孕期间服用泰诺与自闭症之间的联系后，Kenvue下跌了5%以上，这家制药巨头和研究界否认了这一联系。

US stocks gained traction to trade with firm gains on Monday, extending record highs with more support from the tech sector, while markets continued to assess the outlook on rates. The S&P 500 and the Nasdaq 100 were over 0.5% higher, while the Dow gained around 100 points. Nvidia surged by nearly 4% after announcing it would invest up to $100 billion in Open AI to support the construction of new data centers and computing infrastructure. In the meantime, Oracle jumped 6% as it was included in US operations of the TikTok ownership brokered by President Trump. Also, Apple added more than 3% on optimistic signs of iPhone sales over the weekend. On the other hand, Kenvue dropped more than 5% after President Trump signaled he would share a link in between Tylenol consumption during pregnancy and autism, a link that has been denied by the pharmaceutical giant and research community.

德国央行表示，欧元需要加强全球作用，但不能超越美元。德国央行行长表示，欧元不能取代美元成为世界主导货币，但需要加强其全球作用，部分原因是在对美元持续失去信心的情况下保护欧元区。

Euro needs enhanced global role but cannot overtake the dollar, Bundesbank says.The euro cannot replace the dollar as the world's dominant currency, but needs to strengthen its global role, partly to protect the bloc in case of a sustained loss of confidence in the dollar, Germany's central bank chief said.

美元预测：DXY测试熊市反转设置，交易员关注PCE数据。美联储降息的不确定性和周五的个人消费支出数据对DXY的前景构成压力，而鲍威尔的讲话可能预示着美元交易员的下一步行动。

US Dollar Forecast: DXY Tests Bearish Reversal Setup as Traders Eye PCE Data.Fed rate cut uncertainty and Friday's PCE data weigh on DXY outlook, while Powell's speech could signal the next move for U.S. dollar traders.

美联储的穆萨勒姆：降息是预防性的，宽松的空间有限。圣路易斯联储主席阿尔贝托·穆萨勒姆表示，他支持上周降息25个基点，作为保护劳动力市场免受进一步疲软的“预防性举措”。然而，他在一次演讲中强调，在货币政策可能变得“过于宽松”之前，“进一步宽松的空间有限”。

Fed's Musalem: Rate cut was precautionary, scope for easing limited.St. Louis Fed President Alberto Musalem said he supported last week's 25bps rate cut as a “precautionary move” to protect the labor market from further weakening. He emphasized in a speech, however, that there is only “limited room for easing further” before monetary policy risks becoming “overly accommodative.