美元指数周四跌至104.2左右，徘徊在五周来的最低水平，因为美国4月通胀放缓，强化了人们对美联储将于9月开始降息的预期。美国的核心通胀率从3月份的3.8%降至4月份的年化3.6%，与市场预测一致，为三年来的最低水平。美国4月零售销售数据弱于预期，也进一步证明经济正在放缓。投资者现在展望周四的每周失业救济申请数据和费城联储制造业指数。美元全面下跌，但随着美国和日本收益率之间的差距缩小，美元兑日元继续走弱。

The dollar index fell to around 104.2 on Thursday, hovering at its lowest levels in five weeks as US inflation slowed in April, reinforcing expectations that the Federal Reserve will start lowering interest rates in September. The core inflation rate in the US slowed to an annualized 3.6% in April from 3.8% in March, matching market forecasts and posting the lowest reading in three years. Weaker-than-expected US retail sales figures for April also provided further evidence that the economy was slowing. Investors now look ahead to weekly jobless claims data and the Philadelphia Fed manufacturing index on Thursday. The dollar nursed losses across the board, but continued to weaken versus the yen as the gap between US and Japanese yields narrowed.

香港股市在上一交易日小幅下跌后，在周四早盘交易中上涨218点，涨幅1.1%，至19296点。在华尔街基准隔夜创下历史新高后，交易从周三假期恢复，疲软的通胀数据提振了美联储今年晚些时候降息的希望。恒生指数接近九个多月来的最高水平，所有板块均上涨。房地产股领涨，因越来越多的人押注中国将推出政策支持，从陷入困境的建筑商手中购买未售出的房屋。投资者继续预计，中国政策制定者将在1月份下调50个基点以提振经济后，进一步下调该行的存款准备金率。本周早些时候，北京开始发行超长期债券，以支持大型项目和战略性行业。领头羊腾讯。在公布稳健盈利后，股价上涨3.9%。其他早期涨幅居前的是华润置地（5.0%）、中国海外置地（4.6%）和半导体制造（1.6%）。

Hong Kong's stocks climbed 218 points or 1.1% to 19,296 in the morning deals on Thursday after falling slightly in the prior session, as trading resumed from Wednesday's holiday after Wall Street benchmarks ended at record highs overnight, with soft inflation data boosting hopes of Fed rate cuts later this year. The Hang Seng approached its highest level in over nine months, amid gains across all sectors. Property stocks led the upturn, boosted by mounting bets that China will launch policy support for buying unsold homes from distressed builders. Investors continued to expect Chinese policymakers would cut further bank's RRR after slashing it by 50bps in January to bolster the economy. Earlier in the week, Beijing started its ultralong bond sales to support mega projects and strategic sectors. Bellwether Tencent Hlds. jumped 3.9% after reporting solid earnings. Other early top movers were China Resources Land (5.0%), China Overseas Land (4.6%), and Semiconductor Manufacturing (1.6%).

周四，上证综指上涨0.2%，收于3125点左右，深证成分股上涨0.3%，收于9612点，结束了连续三天的下跌，并跟随全球市场的涨势，因为美国4月消费者通胀放缓，强化了美联储将于9月开始降息的预期。与此同时，投资者继续评估美国对中国商品征收新关税的影响，这些关税针对的是电动汽车、太阳能组件、钢铁和铝、传统半导体、关键矿产和医疗产品等战略部门。继华尔街隔夜出现类似走势后，高增长科技股领涨，富士康工业（6%）、中基创新（2.8%）、Eoptolink technology（2.9%）、中兴通讯（1.1%）和IEIT Systems（1.6%）领涨。

The Shanghai Composite rose 0.2% to around 3,125 while the Shenzhen Component gained 0.3% to 9,612 on Thursday, snapping a three-day decline and tracking a rally in global markets as US consumer inflation slowed in April, reinforcing expectations that the Federal Reserve will start cutting interest rates in September. Meanwhile, investors continued to assess the impact of fresh US tariffs on Chinese goods, which targeted strategic sectors such as electric vehicles, solar components, steel & aluminum, legacy semiconductors, critical minerals and medical products. High-growth technology stocks led the charge following similar moves on Wall Street overnight, with gains from Foxconn Industrial (6%), Zhongji Innolight (2.8%), Eoptolink Technology (2.9%), ZTE Corp (1.1%) and IEIT Systems (1.6%).

美元兑韩元汇率跌至5周低点1348.00。过去4周，美元兑韩元下跌2.24%，过去12个月上涨1.07%。

USDKRW decreased to a 5-week low of 1348.00. Over the past 4 weeks, US Dollar South Korean Won lost 2.24%, and in the last 12 months, it increased 1.07%.