
香港,11月3日:周二,美元与油价一同震荡,市场寄希望于美伊实现外交突破,而澳元在澳洲联储利率决议前保持稳定。
HONG KONG, Nov 3 : The dollar wavered alongside oil prices on Tuesday on hopes for a diplomatic breakthrough between the US and Iran, while the Aussie was steady ahead of the Reserve Bank of Australia's rate decision.
周一,布伦特原油期货暴跌逾7%,录得数月来最大单日跌幅,此前德黑兰表示,其与美国旨在结束长达八个月战争的接触仍在继续。能源价格下跌有助于缓解通胀担忧,并拖累长期美债收益率走低。
Brent crude futures plunged more than 7 per cent on Monday in their sharpest single-day drop in months, after Tehran said its contacts with the US aimed at ending their eight-month war were continuing. Falling energy prices helped ease inflation concerns and dragged longer-dated US Treasury yields lower.
基准10年期美债收益率持稳于4.9145%,30年期美债收益率也持平于5.2868%。两者在前一交易日均曾跌至近两个月低位。
The yield on the benchmark US 10-year Treasury note was steady at 4.9145 per cent, while that on the 30-year bond was also flat at 5.2868 per cent. Both had dipped to their lowest levels in nearly two months in the previous session.
衡量美元兑包括日元、欧元在内的一篮子货币汇率的美元指数,最新报101.76,略显疲软,周一曾跌至一个月低点。
The dollar index, which measures the currency against a basket of currencies including the yen and the euro, last traded a shade weaker at 101.76 after dropping to a one-month low on Monday.
与此同时,由人工智能引发的股市暴跌几无放缓迹象,打击风险情绪,给美元提供一定支撑。美国中期选举周边的紧张局势也挥之不去,助推美元作为避险资产走强。
Meanwhile, an AI-driven stock market slump showed little sign of slowing down, hurting risk sentiment and lending some support to the dollar. Tensions around US midterm elections also loom large, helping to prop up the dollar as a safe-haven play.
澳洲联邦银行外汇策略师沈茂祥在报告中表示:“油价回落利好显现,但其他方面的信心依然薄弱。”
"Oil relief is growing, but conviction elsewhere remains thin," Sim Moh Siong, FX strategist at OCBC, said in a note.
“更廉价的能源正在重塑外汇动态,而人工智能担忧和美国大选风险强化了我们的观点,即美元依然获得支撑。”受美元走弱带动,欧元微涨至1.1185美元。因当地假期,日元兑美元持平于157.915。
"Cheaper energy is reshaping FX dynamics, while AI concerns and US election risks reinforce our view that the USD remains supported." The euro was a touch higher at $1.1185 on the back of dollar weakness. The Japanese yen was flat at 157.915 per dollar during a local holiday.
又一轮央行会议 多家央行定于本周发布政策声明,包括英国、澳大利亚、挪威和瑞典的央行。
ANOTHER ROUND OF CENTRAL BANK MEETINGS Multiple central banks are scheduled to issue policy statements this week, including those in Britain, Australia, Norway and Sweden.
澳大利亚储备银行预计将于周二将官方现金利率上调25个基点至4.85%,这将是自2008年12月以来的最高水平。此举将使今年通过五次加息累计收紧125个基点。
The Reserve Bank of Australia is expected to raise the official cash rate by 25 basis points to 4.85 per cent on Tuesday, which would be the highest level since December 2008. The move would bring total tightening this year across five increases to 125 basis points.
澳元几乎持平,报0.7002美元。纽元持平,报0.5617美元。
The Australian dollar was little changed at $0.7002. The kiwi was flat at $0.5617.
英镑兑美元升值0.05%至1.3414美元,此前采购经理指数(PMI)数据显示,英国制造商在2026年最后一个季度初实现了两年多来最强劲的产出增长。
Sterling strengthened 0.05 per cent to $1.3414 after PMI data showed British manufacturers started the final quarter of 2026 with the strongest output growth in more than two years.
路透社调查的经济学家预计,英格兰银行将把基准利率从3.75%上调至4.0%,这将是自2023年8月以来的首次加息,当时通胀率仍是其2%目标的三倍多。
Economists polled by Reuters expect the Bank of England to raise its Bank Rate to 4.0 per cent from 3.75 per cent, the first hike since August 2023, when inflation was still more than triple its 2 per cent target.