
上海/新加坡,11月13日——周五,美元维持在19个月高点附近。此前一周美元强劲上涨,因市场对美联储更大幅度加息的押注升温,推动日元回落至关键的160关口附近,这令交易员对干预保持警惕。
SHANGHAI/SINGAPORE, Nov 13 - The dollar held near a 19-month high on Friday after a strong week of gains on rising bets of a larger Federal Reserve rate hike, pushing the Japanese yen back near the key 160 mark that has left traders on alert for intervention.
美国总统唐纳德·特朗普表示美国不需要与伊朗达成协议,加之交易员评估美联储下月更大幅度加息的可能性,美国国债收益率随之上扬。两年期美国国债收益率在过去两个交易日上涨34个基点,为三年半来最大的两日涨幅。
Treasury yields rose after US President Donald Trump said the US does not need a deal with Iran and as traders weighed the chance of a larger-than-usual Federal Reserve rate hike next month. Two-year Treasury yields gained 34 basis points over the past two sessions, the sharpest two-day rise in 3-1/2 years.
欧元下跌0.1%,至1.1049美元,徘徊在2025年4月以来兑美元的最低水平附近。本周欧元累计下跌0.8%,势将创下9月底以来最大周跌幅。
The euro dropped 0.1% to $1.1049, hovering near its lowest level against the dollar since April 2025. For the week, it was down 0.8%, on track for its largest weekly loss since late September.
美联储官员本周警告称,美国通胀仍顽固地居高不下,一些官员表示,如果价格压力未能缓解,他们对加息50个基点持开放态度。CME FedWatch工具显示,交易员目前预计下月大幅加息的概率为14.5%,高于上周的0%。
Fed officials this week warned that US inflation remains stubbornly elevated, with some signalling openness to a 50-basis-point rate increase if price pressures fail to ease. Traders are pricing in a 14.5% chance of a large hike next month, up from 0% last week, the CME FedWatch tool showed.
投资者还在关注英伟达首席执行官黄仁勋离职后科技股的动荡。该板块本已因融资和监管方面的担忧而承压。
Investors are also keeping an eye on upheaval in technology stocks in the wake of Nvidia CEO Jensen Huang’s departure, in a sector already pressured by funding and regulatory concerns.
澳大利亚联邦银行外汇策略师卡罗尔·孔表示:“如果我们确实看到股市进一步大幅抛售,那可能对美元不利。”
"If we do see a further sharp selloff in equity markets, that could be a negative for the US dollar," said Carol Kong, currency strategist at Commonwealth Bank of Australia.
“但我认为,短期内美元有可能延续强劲势头,尤其是下周将有美联储官员讲话。如果我们看到更多支持加息50个基点的声音,美元还有进一步上行空间。”日元基本持平于1美元兑159.875日元,接近9月初以来的最低水平,加剧了市场对干预的担忧。
"But I think there’s a possibility it can continue its strong momentum in the near term, particularly with Fed officials speaking next week. If we see further support for a 50-basis-point hike, there’s further upside in the dollar too." The Japanese yen was largely unchanged at 159.875 per dollar, near its lowest level since early September, fuelling intervention concerns.
日本财务大臣片山皋月周五表示,政府将对汇率波动做出适当回应。周四日元曾短暂触及1美元兑160日元的关键水平。
Japanese Finance Minister Satsuki Katayama said on Friday that the government will respond appropriately to currency volatility as the yen briefly hit the key 160-per-dollar line on Thursday.
衡量美元兑一篮子货币汇率的美元指数最新下跌0.05%,报103.17,仍处于2025年4月以来的最高水平。
The dollar index, which measures the greenback against a basket of currencies, was last down 0.05% at 103.17, remaining at its highest since April 2025.
澳元过去一个月下跌约2.5%,成为表现最差的G10货币,也是唯一一个市场已为明年降息定价的G10货币。早盘澳元最新报0.68美元。美元兑瑞郎基本持稳于0.835,徘徊在一个月高位附近。
The Australian dollar has fallen about 2.5% over the past month, making it the worst-performing G10 currency against the greenback and the only one where rate cuts are being priced in for next year. It was last at $0.68 in early trading. [AUD/] The dollar was largely steady against the Swiss franc at 0.835, hovering near a one-month high.
周四,美国原油期货收涨2.55%,此前也门亲伊朗的胡塞武装对沙特能源设施的袭击升级,且霍尔木兹海峡的航运中断持续。
US crude futures closed 2.55% higher on Thursday after attacks by Yemen’s Iran-aligned Houthis on Saudi energy infrastructure escalated and shipping disruptions persisted in the Strait of Hormuz.