Oracle Corp. (ORCL) 加自选

日本央行维持在0.50%，大幅上调2025年食品成本通胀预测。日本央行将短期政策利率维持在预期的0.50%不变，重申了其面对日益增长的外部风险的谨慎立场。尽管央行重申，鉴于经济和价格状况的改善，它打算继续使政策正常化，但它也指出，全球贸易和政策发展的不确定性加剧，是保持稳健的理由。

BoJ holds at 0.50%, lifts 2025 inflation projections sharply on food costs.The BoJ kept its short-term policy rate unchanged at 0.50% as expected, reaffirming its cautious stance in the face of growing external risks. While the central bank reiterated its intention to continue normalizing policy in light of improving economic and price conditions, it also cited heightened uncertainty around global trade and policy developments as justification for a steady hand.

InvestingLive亚太外汇新闻总结：中国PMI令人失望，日本央行按预期暂停。特朗普公布了一项韩国贸易协议，其中美国征收15%的关税。韩国承诺为美国项目投资3500亿美元，这些项目将由特朗普总统直接选定。

InvestingLive Asia-Pacific FX news wrap: Chinese PMIs disappoint, BoJ on hold as expected.Trump unveiled a South Korea trade deal featuring a 15% US tariff. South Korea pledged US$350 billion in investments for U.S.-based projects, which will be selected directly by President Trump.

澳元/美元、新西兰元/美元、美元/日元对美联储暂停和缓解贸易紧张局势的反应。美元飙升至两个月高点，受美联储鹰派暂停和全球贸易紧张局势缓解的推动，这给澳元/美元和新西兰元/美元带来了压力，同时加强了美元/日元。

AUD/USD, NZD/USD, USD/JPY React to Fed Pause and Easing Trade Tensions.The US dollar surged to a two-month high, fueled by the Fed's hawkish pause and easing global trade tensions, which pressured AUD/USD and NZD/USD while strengthening USD/JPY.

特朗普的关税威胁使卢比处于危险境地，交易员认为印度储备银行可能会介入。印度卢比周四开盘走低，此前美国总统唐纳德·特朗普威胁要对印度出口征收25%的税，并补充说两国之间的谈判仍在进行中。

Trump's tariff threat puts rupee in firing line, traders reckon RBI may step in.The Indian rupee is set to open weaker on Thursday after U.S. President Donald Trump threatened a 25% levy on Indian exports before adding that negotiations between the two countries are still ongoing.