橡胶 (Rubber) 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.

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.

贸易战最新消息-中国对美国征收光纤电缆反倾销税。经过六个月的调查，中国对某些美国光纤进口征收了33.3%-78.2%的新反倾销税。受影响的美国公司包括康宁（37.9%）、OFS Fitel（33.3%）和Draka Communications Americas（78.2%）。

Trade war update - China slams US with fibre optic cable anti-dumping duties.China imposed new anti-dumping duties of 33.3%–78.2% on certain US optical fiber imports after a six-month investigation. US firms hit include Corning (37.9%), OFS Fitel (33.3%), and Draka Communications Americas (78.2%).

Ibovespa指数下跌0.3%，收于139864点，受增长动力恶化和政治不确定性上升的拖累。巴西7月份工业生产较6月份下降0.2%，这是连续第四个月收缩，而同比产出仅小幅增长0.2%，这清楚地表明，昂贵的信贷继续阻碍制造业活动。服务业仅显示出轻微的放缓，而非反弹，8月份PMI小幅升至49.3，但仍处于收缩区间。除了经济降温之外，随着最高联邦法院开始对贾伊尔·博索纳罗政变审判的最后阶段，政治不安依然存在，这增加了治理和制度稳定方面的执行风险。巴西国家石油公司（-1%）、安贝夫公司（-2.1%）、巴西国家电力公司（-1.1%）和伊塔乌萨公司（-1.3%）属于落后者。

The Ibovespa slipped 0.3% to close at 139,864, weighed down by deteriorating growth dynamics and rising political uncertainty. Brazil’s industrial production fell 0.2% in July from June—the fourth straight month of contraction—while year-on-year output rose modestly just 0.2%, clearly showing that expensive credit continues to hinder manufacturing activity. Services are showing only a marginal easing rather than a rebound, with the PMI inching up to 49.3 in August but remaining in contraction territory. On top of the economic cooling, political unease persists as the Supreme Federal Court begins the final stage of Jair Bolsonaro’s coup trial, raising execution risk around governance and institutional stability. Petrobras (-1%), Ambev (-2.1%), Eletrobras (-1.1%), and Itaúsa (-1.3%), were among top laggards.