日元大幅下跌，市场怀疑日本央行的紧迫性，美元保持势头。随着交易员重新评估日本央行的最新政策指导和经济预测，日元盘中大幅逆转成为今天外汇市场的焦点。虽然最初的定位倾向于鹰派解释，特别是在上周美日贸易突破之后，但随着市场对日本央行通胀前景的解读变得更加温和，市场情绪迅速转向。

Yen Reverses Hard as Market Doubts BoJ Urgency, Dollar Retains Momentum.Yen's sharp intraday reversal became the central focus in FX markets today, as traders reassessed BoJ's latest policy guidance and economic projections. While initial positioning leaned toward hawkish interpretations, especially after last week's US–Japan trade breakthrough, sentiment quickly pivoted as markets leaned into a more dovish read of BoJ's inflation outlook.

日本央行淡化10月加息后，美元/日元接近150.00——荷兰合作银行。今天上午，市场评论员曾短暂地猜测，日本央行最早可能在10月宣布该周期的下一次加息。这一结论是从今天日本央行政策会议的结果中得出的，该结果似乎比预期的要强硬一些。

USD/JPY approaches 150.00 after BoJ downplays October rate hike – Rabobank.For a brief period this morning, market commentators mused that the BoJ could announce the next rate hike of the cycle as soon as October. That conclusion was drawn from what appeared to be a slightly more hawkish then expected outcome to today's BoJ policy meeting.

Elliott Wave观点：美元兑日元目标完成7轮震荡反弹。美元兑日元表现出源自2025年4月22日低点的不完整看涨序列，预示着进一步上涨的潜力。我们可以预测这次反弹的极端目标区域，可以使用4月22日低点的100%至161.8%的斐波那契扩展来预测。

Elliott Wave Perspective: USDJPY Targets Completion of 7 Swing Rally.The USDJPY pair exhibits an incomplete bullish sequence originating from the April 22, 2025 low, signaling potential for further upside. We can project the extreme target area for this rally can be projected using using the 100% to 161.8% Fibonacci extension from the April 22 low.

日经225指数上涨1.02%，收于41070点，而周四更广泛的东证指数上涨0.78%，收于2943点，弥补了本周早些时候日本央行一致决定维持利率不变后的损失，正如普遍预期的那样。这标志着日本央行在1月份加息25个基点至0.5%后连续第四次暂停会议。受科技巨头Meta Platforms和微软乐观盈利的支撑，日本股市也受到美国期货走强的暗示。与此同时，在美国与韩国敲定关税协议并对巴西和印度征收高额关税后，投资者继续关注贸易发展。指数权重股领涨，迪斯科上涨7%，藤仓上涨6.3%，三丽鸥上涨3.5%，Lasertec上涨3.8%，软银集团上涨3.1%。

The Nikkei 225 Index rose 1.02% to close at 41,070, while the broader Topix Index gained 0.78% to 2,943 on Thursday, recovering losses from earlier in the week after the Bank of Japan left interest rates unchanged in a unanimous decision, as widely expected. This marks the fourth consecutive meeting the BOJ has paused following its 25 basis-point hike to 0.5% in January. Japanese stocks also took cues from stronger US futures, supported by upbeat earnings from tech giants Meta Platforms and Microsoft. Meanwhile, investors continued to watch trade developments after the US finalized a tariff deal with South Korea and imposed steep levies on Brazil and India. Gains were led by index heavyweights, with Disco rising 7%, Fujikura 6.3%, Sanrio 3.5%, Lasertec 3.8%, and SoftBank Group 3.1%.