纽币/挪威克朗 (NZDNOK) 加自选

欧佩克+在12月加息后推迟了第一季度的加息；WTI眼睛反弹至65。周一亚洲时段油价小幅上涨，交易员对欧佩克+决定在2026年第一季度保持产量稳定表示欢迎。该联盟周日同意将12月的产量目标提高13.7万桶/天，与10月和11月的速度相匹配，但从1月到3月暂停进一步增加。

OPEC+ holds Off Q1 increases after Dec hike; WTI eyes rebound toward 65.Oil prices edged higher in Monday's Asian session as traders welcomed OPEC+'s decision to keep production steady through the first quarter of 2026. The alliance agreed on Sunday to raise December output targets by 137,000 barrels per day — matching the pace set for October and November — but to pause further increases from January to March.

中国私人调查制造业采购经理人指数（2025年10月）50.6（预计50.7）。周一的一项私人调查显示，由于关税的不确定性和全球需求的疲软，新订单和产量下降，中国10月份的工厂活动扩张速度放缓。

China private survey manufacturing PMI (October 2025) 50.6 (expected 50.7).China's factory activity expanded at a slower pace in October as new orders and output weakened amid tariff uncertainty and softer global demand, a private survey showed Monday.

美元触及三个月高点，投资者关注美国公布的数据。周一，美元走强至近三个月高点，投资者等待本周公布数据，以衡量美国经济的健康状况，并确定这是否会改变美联储的鹰派立场。

Dollar flirts with three-month peak as investors look to US data releases.The dollar firmed to a near three-month high on Monday as investors awaited the release of data this week to gauge the health of the U.S. economy and determine whether it could alter the Federal Reserve's hawkish stance.

印度卢比可能跌破历史低点，利率前景是债券收益率的关键。印度卢比本周面临突破历史低点的风险，可能会依靠央行的干预来防止这种情况发生，而政府债券交易员也在寻求央行的持续支持以控制收益率。

India rupee prone to fall past record low, rate outlook key for bond yields.The Indian rupee faces the risk of breaching its record low this week and may count on the central bank's interventions to prevent that while government bond traders are also looking for continued backing from the central bank to contain yields.