美元/日元下跌，避险需求提振日元。周五，美元/日元对回落至153.10，日元在避险中保持了近期涨幅的一部分。由于对人工智能股票潜在高估的担忧，股市波动性急剧上升，促使投资者寻求传统避险资产的庇护，从而支撑了日元。

USD/JPY Declines as Safe-Haven Demand Bolsters the Yen.The USD/JPY pair retreated to 153.10 on Friday, with the yen retaining a portion of its recent gains amid a flight to safety. A sharp uptick in stock market volatility, driven by concerns over a potential overvaluation of artificial intelligence stocks, prompted investors to seek refuge in traditional safe-haven assets, thereby supporting the Japanese currency.

周五，日元兑美元汇率跌至153.5左右，在数据显示9月份家庭支出增长1.8%，低于8月份的2.3%，且未达到2.5%的预期后，削减了前一交易日的涨幅。早些时候的数据还显示，工资增长继续落后于通货膨胀，实际工资同比下降1.4%，标志着连续第九个月下降。日本央行行长上田和夫此前表示，在央行上周保持政策不变后，2026年的工资前景将是决定何时恢复紧缩的关键。周四，日元走强，因为广泛的避险情绪提振了对避险资产的需求，而美元走弱，受美国劳动力市场降温迹象的推动，支撑了对美联储近期降息的预期。

The Japanese yen weakened to around 153.5 per dollar on Friday, paring gains from the previous session after data showed household spending rose 1.8% in September, slowing from a 2.3% increase in August and missing forecasts of 2.5%. Earlier data also indicated that wage growth continued to trail inflation, with real wages falling 1.4% year-on-year, marking the ninth straight monthly decline. Bank of Japan Governor Kazuo Ueda previously stated the 2026 wage outlook will be key in deciding when to resume tightening after the central bank left policy unchanged last week. The yen had strengthened on Thursday as broad risk-off sentiment boosted demand for safe-haven assets and a weaker dollar, driven by signs of a cooling US labor market, supported expectations for a near-term Federal Reserve rate cut.

在东京，日经225指数周五下跌840点，跌幅1.65%。日立宗（-19.53%）、日本平板玻璃（-17.85%）和味之素（-16.19%）领跌。

In Tokyo, the Nikkei 225 Index dropped 840 points or 1.65 percent on Friday. Losses were led by Hitachi Zosen (-19.53%), Nippon Sheet Glass (-17.85%) and Ajinomoto (-16.19%).

尽管欧洲央行持谨慎立场，但欧元/日元仍跌至176.50附近。尽管欧洲央行持谨慎立场，但欧元/日元仍跌至176.50附近

EUR/JPY loses traction to near 176.50 despite ECB's cautious stance.EUR/JPY loses traction to near 176.50 despite ECB's cautious stance