周四，美元指数跌至100左右，从五个多月高点回落，因为更强烈的风险情绪抑制了对避险货币的需求。尽管如此，乐观的美国经济数据和美联储对进一步宽松政策的谨慎立场为美元提供了支持。ADP报告显示，10月份美国私人雇主增加的就业岗位超过预期，而ISM服务业采购经理人指数升至八个月高点。然而，美国历史上持续时间最长的政府停摆继续推迟了关键官方数据的发布。与此同时，在美联储官员发出喜忧参半的信号后，交易员们减少了对12月降息的押注，市场目前认为降息25个基点的可能性只有62%，低于上周联邦公开市场委员会决定前的90%以上。美元兑所有主要货币走弱，兑欧元和日元跌幅最大。

The dollar index slipped to around 100 on Thursday, retreating from over five-month highs as stronger risk sentiment curbed demand for the safe-haven currency. Still, upbeat US economic data and the Federal Reserve’s cautious stance on further policy easing lent support to the greenback. The ADP report showed that US private employers added more jobs than expected in October, while the ISM Services PMI rose to an eight-month high. However, the ongoing government shutdown, the longest in US history, continues to delay the release of key official data. Meanwhile, traders trimmed bets on a December rate cut after mixed signals from Fed officials, with markets now pricing in only a 62% chance of a 25 bps reduction, down from over 90% before last week’s FOMC decision. The dollar weakened against all major peers, posting its largest losses versus the euro and yen.

美国ADP就业在10月份反弹，但弱点依然存在。根据本周发布的最新ADP全国就业报告，10月份美国私营部门增加了4.2万个工作岗位，但基本数据仍显示出疲软点。以下是美元的反应。

U.S. ADP Employment Rebounded in October, But Weak Spots Remain.The U.S. private sector added 42,000 jobs in October, according to the latest ADP National Employment Report released this week, but underlying figures still point to weak spots. Here's how USD reacted.

亚洲股市上涨，乐观的美国数据缓解了人们对估值过高的担忧。亚洲股市周四上涨，扭转了前一交易日的大幅抛售，此前好于预期的美国经济数据将投资者拉回接近历史高点的市场。

Asia shares rise as upbeat US data calms nerves over stretched valuations.Asia shares rose on Thursday, reversing a steep selloff from the previous session after better-than-expected U.S. economic data drew investors back into markets trading near record highs.

周四，美国股指期货几乎没有变化，前一交易日主要股指上涨，下跌买家回归。在私人工资数据强于预期以及美国最高法院可能对特朗普政府的激进贸易措施作出裁决的乐观情绪之后，市场情绪有所改善。在周三的常规交易中，道琼斯指数上涨0.48%，标准普尔500指数上涨0.37%，纳斯达克综合指数上涨0.65%。与人工智能相关的股票在本周早些时候面临估值担忧的压力后有所上涨，AMD因第三季度业绩乐观而上涨2.5%，而美光科技和博通分别上涨8.9%和2%。相比之下，SMCI在发布疲软的前景后下跌了11.3%。在盘后交易中，Snap在宣布5亿美元回购和强劲的第四季度业绩指引后飙升超过14%，而Arm Holdings在超过收益和收入预期后上涨了3%。

US stock futures were little changed on Thursday after the major averages advanced in the previous session as dip buyers returned. Sentiment improved following stronger-than-expected private payroll data and optimism that the US Supreme Court may rule against the Trump administration’s aggressive trade measures. In regular trading on Wednesday, the Dow rose 0.48%, the S&P 500 gained 0.37% and the Nasdaq Composite climbed 0.65%. AI-linked stocks gained some ground after facing pressure from valuation concerns earlier this week, with AMD up 2.5% on upbeat Q3 results, while Micron Technology and Broadcom climbed 8.9% and 2%, respectively. In contrast, SMCI slumped 11.3% after issuing a weak outlook. In extended trading, Snap surged over 14% after announcing a $500 million buyback and strong Q4 guidance, while Arm Holdings rose 3% after beating earnings and revenue estimates.