澳元/日元 (AUDJPY) 加自选

日本-路透社短观显示，中东风险挥之不去，商业情绪分裂。在半导体和人工智能服务器需求强劲的支撑下，制造商的稳定读数支持了日本央行的说法，即尽管服务业对成本压力的信心减弱，但与人工智能相关的外部需求正在加强增长。有弹性的商品行业情绪和疲软的非制造商情绪之间的分歧为日本央行的加息计算增添了一层细微差别，因为服务公司持续的成本转嫁担忧与央行对潜在通胀风险的谨慎态度相一致。

Japan - Reuters Tankan shows split business mood as Middle East risks linger.The steady manufacturers' reading, underpinned by robust semiconductor and AI server demand, supports the BOJ's narrative that AI-linked external demand is reinforcing growth even as service sector confidence softens on cost pressures. The divergence between resilient goods sector sentiment and weakening non-manufacturer mood adds a layer of nuance to the BOJ's hiking calculus, since persistent cost pass-through concerns among services firms align with the central bank's stated wariness over underlying inflation risk.