美元/日元 (USDJPY) 加自选

美元/日元展望：随着地缘政治风险的酝酿，美联储和日本央行展望将引导价格。尽管中东冲突不断升级，但美元/日元上涨，因为交易员优先考虑油价上涨对美联储政策前景意味着什么，而不是传统的避险资产流动。随着收益率差异重新受到影响，鲍威尔和上田的指导意见可能在未来几天起决定性作用。

USD/JPY Outlook: Fed, BOJ outlooks to steer price as geopolitical risk simmers.Despite escalating conflict in the Middle East, USD/JPY has rallied as traders prioritise what higher oil prices mean for the Fed's policy outlook over traditional haven flows. With yield differentials regaining influence, guidance from Powell and Ueda could prove decisive in the days ahead.

在纽约，道琼斯指数周五下跌770点，跌幅1.79%。舍温-威廉姆斯（-5.66%）、维萨（-4.94%）和耐克（-3.74%）领跌。

In New York, the Dow Jones Index dropped 770 points or 1.79 percent on Friday. Losses were led by Sherwin-Williams (-5.66%), Visa (-4.94%) and Nike (-3.74%).

日本首相与特朗普通电话，重申日本对美国关税的使用。特朗普希望提高对日本汽车和其他进口商品的关税。特朗普政府还希望日本对更多的美国进口商品开放经济。

Japan PM in call with Trump, reiterated Japan's use on US tariffs.Trump wants to increase tariffs on autos and other imports from Japan. Trump's administration also wants Japan to open up their economy for more imported US goods.

美国股市周五大幅下跌，因伊朗谴责以色列的空袭是“宣战”，并在当地时间周五晚些时候以导弹袭击作为回应，风险偏好减弱。此次袭击针对的是伊朗的核设施和军事设施，这大大加剧了地缘政治紧张局势，扰乱了全球市场。标准普尔500指数和纳斯达克指数分别下跌1.1%和1.3%，道琼斯指数下跌769点。金融和科技股领跌，英伟达下跌2.1%，苹果下跌1.4%，Visa和万事达卡下跌超过4%。航空股也下跌，美国航空、达美航空和联合航空股价下跌4.5%至5%。与此同时，能源和国防股表现优异，因供应担忧油价飙升近7%；埃克森美孚上涨2%，洛克希德·马丁公司、RTX和诺斯罗普·格鲁曼公司上涨超过3%。本周，标准普尔500指数上涨0.5%，而道琼斯指数和纳斯达克指数将分别下跌1.5%和0.8%。

US stocks closed sharply lower on Friday as risk appetite faded after Iran denounced Israel’s airstrikes as a “declaration of war” and responded with missile attacks late Friday local time. The strikes targeted Iran’s nuclear and military facilities, significantly escalating geopolitical tensions and unsettling global markets. The S&P 500 and Nasdaq dropped 1.1% and 1.3% respectively, while the Dow Jones tumbled 769 points. Financials and tech led the losses, with Nvidia down 2.1%, Apple off 1.4%, and Visa and Mastercard sliding over 4%. Airline stocks also sank, with American, Delta, and United down between 4.5% and 5%. Meanwhile, energy and defense shares outperformed as oil prices surged nearly 7% on supply concerns; Exxon rose 2%, and Lockheed Martin, RTX, and Northrop Grumman climbed more than 3%. On the week, the S&P 500 is up 0.5%, while the Dow and Nasdaq are set to lose 1.5% and 0.8%, respectively.