随着交易员为鲍威尔的继任者做准备，美元测试年度低点：欧元/美元、英镑/美元、美元/加元、美元/日元分析。最近的报道显示，唐纳德·特朗普将在9月或10月任命鲍威尔的继任者。

U.S. Dollar Tests Yearly Lows As Traders Prepare For Powell's Successor: Analysis For EUR/USD, GBP/USD, USD/CAD, USD/JPY.Recent reports indicate that Donald Trump will name Powell's successor by September or October.

欧元/日元稳定在169.00附近，交易员等待下一个催化剂。欧元（EUR）在本月飙升超过3%后，周四兑日元（JPY）小幅回落。

EUR/JPY steadies near 169.00 as traders await the next catalyst.The Euro (EUR) is experiencing a modest pullback against the Japanese Yen (JPY) on Thursday, after surging over 3% this month.

混合数据后美元挣扎；日经指数飙升，日元反弹。

Dollar Struggles After Mixed Data; Yen Rallies With Nikkei Surge.

日经225指数周四上涨1.65%，收于39584点，达到近五个月来的最高水平，而更广泛的东证指数上涨0.81%，收于2805点。科技股领涨，追随英伟达股价的飙升。在对人工智能的持续热情推动下，英伟达股票一夜之间创下新高，再次成为全球最有价值的上市公司。日本芯片相关股票也反映了这一势头，包括Advantest（5%）、东京电子（4%）、Lasertec（2.2%）和软银集团（5.5%）。投资者情绪也受到地缘政治紧张局势缓解的支撑，因为伊朗和以色列之间的停火似乎正在进行，美国正准备下周与德黑兰举行会谈。在政策方面，日本央行最新的《意见》重申了对货币紧缩的谨慎立场。一些政策制定者强调，在全球贸易不确定性和地缘政治风险持续存在的情况下，保持宽松条件的重要性。

The Nikkei 225 jumped 1.65% to close at 39,584 on Thursday, reaching its highest level in nearly five months, while the broader Topix Index rose 0.81% to 2,805. Gains were led by technology stocks, tracking a surge in Nvidia shares, which hit new record highs overnight to once again become the world’s most valuable publicly traded company, driven by sustained enthusiasm over artificial intelligence. Japanese chip-related stocks mirrored the momentum, including Advantest (5%), Tokyo Electron (4%), Lasertec (2.2%), and SoftBank Group (5.5%). Investor sentiment was also supported by easing geopolitical tensions as the ceasefire between Iran and Israel appeared to be holding, and the US is preparing to hold talks with Tehran next week. On the policy front, the BOJ’s latest Opinions reiterated a cautious stance on monetary tightening. Several policymakers highlighted the importance of maintaining accommodative conditions amid persistent global trade uncertainties and geopolitical risks.