日经225指数 (NIKKEI225) 加自选

日本央行地区报告强调了关税风险下的商业不确定性。日本央行地区分行经理报告称，尽管美国关税的提高尚未显著削弱日本的出口或工厂活动，但企业开始抑制资本支出。

BoJ regional report highlights business uncertainty amid tariff risks.BoJ's regional branch managers reported that while higher US tariffs have yet to significantly dent Japan's exports or factory activity, companies are starting to hold back on capital expenditure.

美元/日元——2025年7月10日。正如我们几天前建议的那样，正如我们在之前的图表中看到的那样，美元兑日元在突破145.70区域后设法增加了更多的涨幅，该区域现在被视为支撑区。正如我们在日内图表上看到的，市场正面临145.70左右的第一个支撑，而阻力位在147.50-70。如果价格保持不变[…]

USD/JPY –10.07.2025.As we advised few days ago and as we see over our previous chart USDJPY managed to add more advance after broke above 145.70 zone which is now consider as support zone As we see over the Intraday chart, the market is facing the first support around 145.70 while resistance at 147.50-70. If prices hold […]

在东京，日经225指数周四下跌262点，跌幅0.66%。尼康公司（-5.14%）、东京电力公司（-4.13%）和永旺（-4.01%）领跌。涨幅最大的是乐天（3.01%）、住友大日本（2.46%）和Ebara（2.22%）。

In Tokyo, the Nikkei 225 Index fell 262 points or 0.66 percent on Thursday. Leading the losses are Nikon Corporation (-5.14%), Tokyo Electric Power (-4.13%) and AEON (-4.01%). Top gainers were Rakuten (3.01%), Sumitomo Dainippon (2.46%) and Ebara (2.22%).

周四，日本10年期政府债券收益率降至1.49%左右，从数周高点回落，因其追随美国国债收益率的更广泛下跌。此前，美联储最近一次会议的纪要显示，大多数政策制定者对今年晚些时候的降息持开放态度。随着美日谈判似乎陷入僵局，尤其是关于日本保护其大米市场的谈判，贸易紧张局势加剧也影响了市场情绪。美国总统唐纳德·特朗普最近宣布对日本商品征收25%的关税，自8月1日起生效，并排除了任何延长最后期限的可能性。日本首相石破茂称这些措施“确实令人遗憾”，但重申东京承诺继续与华盛顿进行讨论，以寻求互利协议。当地一家智库估计，关税可能会使日本2025年的国内生产总值下降0.8%，到2029年累计下降1.9%。

Japan’s 10-year government bond yield declined to around 1.49% on Thursday, pulling back from multi-week highs as it tracked a broader drop in US Treasury yields. The move followed minutes from the Federal Reserve’s latest meeting, which showed most policymakers were open to interest rate cuts later this year. Sentiment was also shaped by rising trade tensions as the US-Japan negotiations appear to have stalled, particularly over Japan’s protection of its rice market. US President Donald Trump recently announced a 25% tariff on Japanese goods, effective August 1, and ruled out any extension to the deadline. Japanese Prime Minister Shigeru Ishiba described the measures as “truly regrettable” but reaffirmed Tokyo’s commitment to continue discussions with Washington in search of a mutually beneficial agreement. A local think tank estimates the tariff could reduce Japan’s GDP by 0.8% in 2025 and by 1.9% cumulatively through 2029.