美国2号棉花 (Cotton) 加自选

日本央行行长上田和首相讨论政策——NFP前突破水平，美元兑日元汇率保持高位。美元兑日元是最不稳定的外汇对之一，由于交易员转向金属，黄金创下历史新高，白银创下新纪录，美元兑日元仍保持在窄幅区间内。

USDJPY Stays Capped as BoJ Governor Ueda and PM Discuss Policy – Pre-NFP Breakout Levels.USDJPY, one of the most volatile FX pairs is still holding within a tight range as traders turn to metals with Gold making new all-time highs and Silver racing towards a fresh record.

澳大利亚7月贸易顺差73.1亿（预期49.2亿）。2025年7月澳大利亚贸易数据贸易平衡+73.1亿，打破了预期的49.2亿，此前出口额为53.65亿，增长3.3%，远高于前一个月进口额+2.6%，增长1.3%，这并不令人鼓舞。强劲的经济应该会吸引进口。

Australian July trade balance surplus 7310mn (vs. expected 4920mn).Trade data for Australia in July 2025 Trade Balance +7310mn, smashing expectations expected 4,920mn prior 5,365mn Exports (MoM) +3.3%, well ahed of the previous month prior +2 6% Imports (MoM) -1.3%, which is not encouraging. A strong economy should be sucking in imports.

有报道称，中国正在考虑限制股票投机。有报道称，中国正在考虑限制股票投机，以促进稳步上涨。这使得CNH的一些出价减少。

Reports that China weighs curbs on stock speculation.Reports that China is considering curbs on stock speculation, in order to foster steady gains. This is taking some bids out of CNH.

美国股指期货周四保持坚挺，此前华尔街表现喜忧参半，投资者等待周末8月就业报告，以获得利率政策的新信号。周三，标准普尔500指数上涨0.51%，纳斯达克综合指数上涨1.02%，道琼斯指数下跌0.05%。科技股领涨，Alphabet上涨9.1%，苹果上涨3.8%，此前谷歌母公司在一宗反垄断案中避免分拆。尽管如此，在职位空缺降至疫情以来罕见的水平后，劳动力市场的担忧依然存在。在备受关注的非农就业数据于周五公布之前，人们的注意力现在转向周四公布的ADP私人就业报告和每周失业救济申请人数。

US stock futures held firm on Thursday following a mixed performance on Wall Street, as investors awaited the August jobs report at week’s end for fresh signals on interest rate policy. On Wednesday, the S&P 500 gained 0.51% and the Nasdaq Composite advanced 1.02%, while the Dow slipped 0.05%. Tech shares led the rally, with Alphabet jumping 9.1% and Apple climbing 3.8% after Google’s parent avoided a breakup in an antitrust case. Still, labor market concerns persisted after job openings fell to levels rarely seen since the pandemic. Attention now turns to the ADP private payrolls report and weekly jobless claims due Thursday, before the closely watched nonfarm payrolls data is released on Friday.