美元预测：由于美联储的不确定性和中国贸易的压力，美元继续回落。由于美国疲软的就业数据和中国出口下滑抵消了美联储的鹰派立场，使美元保持在修正区间，DXY徘徊在99.50附近。

US Dollar Forecast: Pullback Continues as Fed Uncertainty and China Trade Weigh.DXY stalls near 99.50 as soft U.S. jobs data and China's export slump offset Fed hawkishness, keeping the dollar locked in a corrective range.

据初步估计，2025年第三季度，中国经常账户盈余从去年同期的1574亿美元跃升至创纪录的1956亿美元。货物贸易顺差从2297亿美元增至2695亿美元，服务贸易逆差从585亿美元收窄至494亿美元。2024年同期，初级收入赤字从178亿美元扩大到326亿美元，次级收入盈余从41亿美元增加到81亿美元。

China’s current account surplus jumped to a record USD 195.6 billion in the third quarter of 2025, up from USD 157.4 billion in the same period last year, according to preliminary estimates. The goods trade surplus increased to USD 269.5 billion from USD 229.7 billion, while the services deficit narrowed to USD 49.4 billion from USD 58.5 billion. The primary income deficit widened to USD 32.6 billion from USD 17.8 billion, and the secondary income surplus rose to USD 8.1 billion from USD 4.1 billion in the same period of 2024.

中国确认暂停10月份宣布的稀土出口措施。中国确认暂停10月份宣布的稀土出口措施

China confirms suspension of rare earth export measures announced in October.China confirms suspension of rare earth export measures announced in October

中国商务部确认暂停部分稀土出口管制措施。具体而言，北京确认将暂停10月9日宣布的措施。他们还重申，这一暂停是最近与华盛顿达成的贸易停战协议的一部分。

China commerce ministry confirms suspension of some rare earth export control measures.To be specific, Beijing is confirming that it will suspend the measures that were announced on 9 October. And they also reaffirm that this suspension is part of the trade truce agreement with Washington that was agreed recently.