锰 (Manganese) 加自选

2025年9月，日本名义工资同比增长1.9%，高于8月份的1.5%，符合市场预测，这得益于稳定的基本工资和加班费的小幅上涨。然而，工资增长继续落后于自4月以来首次加速的3.4%的消费者价格涨幅。经通胀调整并被视为家庭购买力关键指标的实际工资同比下降1.4%，标志着连续第九个月下降。日本央行行长上田和夫表示，2026年的工资前景对于决定何时恢复紧缩政策至关重要。与此同时，日本新任首相高一重申，日本尚未实现以稳定工资增长为基础的可持续通胀，这表明日本政府对进一步加息持谨慎态度。

Japan’s nominal wages rose 1.9% year-on-year in September 2025, up from a 1.5% gain in August and in line with market forecasts, supported by steady base pay and a modest rise in overtime compensation. However, wage growth continued to trail the 3.4% increase in consumer prices, which accelerated for the first time since April. Real wages, adjusted for inflation and viewed as a key gauge of household purchasing power, fell 1.4% from a year earlier, marking the ninth straight monthly decline. Bank of Japan Governor Kazuo Ueda said the 2026 wage outlook will be critical in deciding when to resume tightening. Meanwhile, new Prime Minister Sanae Takaichi reiterated that Japan has yet to achieve sustainable inflation underpinned by solid wage gains, signaling her government’s cautious stance toward further rate hikes.

2025年9月，韩国的经常账户盈余增至134.7亿美元，为三个月来最高，这得益于强劲的半导体和汽车出口以及更高的股息收入。这也标志着9月份有史以来最大的盈余，延续了近三年的连续增长。商品账户盈余142.4亿美元，出口同比增长9.6%，达到672.7亿美元，进口同比增长4.5%，达到530.2亿美元。与此同时，由于旅游和其他商业服务的短缺，服务账户出现了33.2亿美元的赤字。主要收入账户在较高的股权收入上实现了29.6亿美元的盈余，而次要收入账户则出现了4.2亿美元的赤字。

South Korea’s current account surplus rose to $13.47 billion in September 2025, the highest in three months, driven by strong semiconductor and automobile exports along with higher dividend income. It also marked the largest surplus on record for September, extending nearly three years of consecutive gains. The goods account posted a $14.24 billion surplus as exports climbed 9.6% to $67.27 billion and imports grew 4.5% to $53.02 billion from a year earlier. Meanwhile, the services account showed a $3.32 billion deficit due to shortfalls in travel and other business services. The primary income account registered a $2.96 billion surplus on higher equity income, while the secondary income account logged a $0.42 billion deficit.

周四早盘交易中，新西兰股市上涨52点，涨幅0.4%，创下13673点的新高，连续第10个交易日上涨。周三华尔街反弹后，市场情绪乐观，因为10月份美国私人就业人数激增，而对科技估值过高的担忧有所缓解。在当地，第三季度失业率微升至5.3%，为2016年以来的最高水平，提振了本月晚些时候新西兰储备银行进一步放松政策的预期。尽管如此，在新西兰最大贸易伙伴中国公布包括10月贸易和通胀数据在内的关键数据之前，投资者越来越谨慎，这限制了涨幅。在8月份强劲的业绩之后，投资者也在等待下周9月份的游客抵达数据。早期表现最好的包括天空网络电视台（上涨1.1%）、Delegat集团（1.0%）、Meridian Energy（0.9%）和Ryman Healthcare（0.7%）。

New Zealand stocks rose 52 points, or 0.4%, to a fresh record high of 13,673 on Thursday morning deals, extending gains for the 10th straight session. Sentiment was upbeat following Wall Street’s rebound on Wednesday as U.S. private payrolls jumped in October, while concerns over inflated tech valuations eased. Locally, Q3 unemployment edged up to 5.3%, the highest since 2016, bolstering expectations of further RBNZ easing later this month. Still, gains were capped by growing caution ahead of key data from China, New Zealand’s top trading partner, including October trade and inflation figures. Investors also awaited next week’s September visitor arrival data after strong August results. Early top performers included Sky Network TV (up 1.1%), Delegat Group (1.0%), Meridian Energy (0.9%), and Ryman Healthcare (0.7%).

英国工业联合会告诉李维斯打破税收承诺，建立财政空间。英国工业联合会周四表示，英国财政大臣雷切尔·里夫斯应该打破选举承诺，不向劳动人民增税，这样她才能在本月的预算中建立“真正的财政空间”。

UK's CBI tells Reeves to break tax promises and build fiscal headroom.British finance minister Rachel Reeves should break election pledges not to raise taxes on working people so she can build "real fiscal headroom" in her budget this month, the Confederation of British Industry said on Thursday.