东京 —— 周四，包括日元和澳元在内的亚洲货币兑美元下跌，因投资者消化美联储进一步加息的预期，推升了对美元的需求。
TOKYO -- Asian currencies including the Japanese yen and Australian dollar fell against the U.S. dollar on Thursday as investors priced in further Federal Reserve rate hikes, boosting demand for the greenback.
日元在早盘交易一度滑落至约 159.90 日元兑 1 美元，触及约两个月低点。汇率逼近 160 关口，这是日元上一次跌破该水平以来的首次，上一次发生在 9 月初。
The yen at one point slid to a roughly two-month low of around 159.90 per dollar in early morning trading. It approached the 160 threshold, a level it last weakened past in early September.
截至东京时间下午 3 点，日元较前一日疲软 0.5%，报约 159.70 日元兑 1 美元。在日本最高货币外交官三村淳警告市场参与者“过早遗忘”今夏干预行动后，日元略微反弹。他指的是日美联手干预以支撑日元。
As of 3 p.m. Tokyo time, the yen was weaker by 0.5%, at around 159.70 per dollar. The currency rebounded slightly after Japan's top currency diplomat, Atsushi Mimura, warned market participants that it was "too early to forget" this summer's intervention, referring to the joint intervention conducted by Japan and the U.S. to prop up the yen.
美国通胀数据高于预期，促使投资者押注美联储将进一步加息。对货币政策前景尤为敏感的 2 年期美债收益率飙升，助推买盘涌入美元。美联储官员的鹰派言论支撑了这一走势。
Hotter-than-expected U.S. inflation data prompted investors to bet on further interest rate increases by the Fed. The yield on the two-year U.S. Treasury, which is particularly sensitive to the monetary policy outlook, surged, fueling dollar buying. Hawkish comments from Fed members have supported this move.
周二，美联储理事沃勒表示，即使 10 月通胀降温，他也将“支持联邦公开市场委员会（FOMC）在 12 月将政策利率上调 25 个基点”。
On Tuesday, Fed Gov. Christopher Waller said that he would "support a 25 basis point increase in the FOMC's policy rate" in December even if inflation cools in October.
美联储于 9 月加息，这是三年多来首次加息，将隔夜基准利率上调 25 个基点至 3.75% 至 4.0% 区间。
The Fed, in September, raised rates for the first time in more than three years, lifting its overnight benchmark interest rate 25 basis points to the 3.75% to 4.0% range.
芝商所（CME）FedWatch 数据显示，市场定价美联储 12 月货币政策会议加息的概率为 100%。部分投资者正在为加息 50 个基点的可能性定价。
CME FedWatch data showed markets assigning a 100% probability to a rate increase at the Fed's December monetary policy meeting. Some investors are pricing in the possibility of a 50 basis points increase.
此外，共和党在美国中期选举中惨败，助长了市场预期：特朗普总统政府在国内将缺乏施展空间，可能减轻其对央行的施压。
Additionally, the Republicans' heavy losses in the U.S. midterm elections have fueled expectations that President Donald Trump's administration will have less room to maneuver domestically, potentially easing his pressure on the central bank.
“美元走强正重新确立其作为亚洲货币主要逆风的地位，”三菱日联全球市场研究部驻新加坡高级货币分析师劳埃德·陈（Lloyd Chan）表示。
"A firmer dollar is reasserting itself as the key headwind" for Asian currencies said Lloyd Chan, senior currency analyst at MUFG Global Markets Research in Singapore.
他指出，衡量美元兑日元、欧元及其他主要货币强弱的美元指数正在上升，美元重拾强势、美国收益率走高以及油价高企，“使该地区近期前景充满挑战”。周四下午，美元指数升至103，为2025年4月以来的最高水平。菲律宾比索、新台币、澳元和印尼盾兑美元均走弱。
He noted how the U.S. Dollar Index, which measures the greenback's strength against the yen, euro and other major currencies, is rising and that renewed dollar strength, combined with higher U.S. yields and high oil prices, "leave the near-term backdrop challenging for the region." On Thursday afternoon, the Dollar Index rose to 103, the highest level since April 2025. The Philippine peso, New Taiwan dollar, Australian dollar and Indonesian rupiah weakened against the greenback.
澳元跌至1月下旬以来最低水平，而印尼盾滑落至18,200关口下方的历史低位。政治不确定性也助推了印尼的抛售潮，该国副总统吉布兰·拉卡布明（Gibran Rakabuming）在高中文凭争议及涉嫌窃听总统普拉博沃·苏比安托（Prabowo Subianto）通话的风波后，于周四正式辞职。
The Australian dollar fell to its lowest level since late January while the rupiah slid to a record low of below 18,200. Political uncertainty also fueled the sell-off in Indonesia, as the country's Vice President Gibran Rakabuming officially stepped down on Thursday following controversies related to his high school diploma and the alleged wiretapping of President Prabowo Subianto.
在日本，日元正逼近关键的160关口。日元上一次在160左右兑换1美元是在8月下旬和9月初，当时受美国与伊朗战争引发的油价上涨和美国长期收益率上升的双重打压。
In Japan, the yen is nearing the key 160 mark. The yen last traded around 160 to the dollar in late August and early September, pressured by higher oil prices stemming from the U.S. war with Iran and rising U.S. long-term yields.
8月下旬，日元兑美元跌破160，为日本和美国于7月下旬实施联合货币干预以来首次。美联储主席凯文·沃什（Kevin Warsh）在怀俄明州杰克逊霍尔举行的美联储年度研讨会上发出信号，称美国利率可能需要维持在较高水平更长时间，随后美元走强。
The currency weakened past 160 in late August for the first time since Japan and the U.S. conducted a joint currency intervention in late July. The dollar gained after Fed Chair Kevin Warsh signaled at the Fed's annual symposium in Jackson Hole, Wyoming, that U.S. interest rates may need to remain higher for longer.
此后，在对再次干预的投机以及日本当局反复发出口头警告的支撑下，日元在157至158区间企稳。
Since then, the yen had stabilized at around 157 to 158 per dollar, supported by speculation over another intervention and repeated verbal warnings from Japanese authorities.