日本央行行长上田发表讲话后，欧元/日元小幅下跌至167.00附近。欧元/日元停止了自6月5日开始的连胜，在周二欧洲早盘交易于167.20左右。在亚洲时段早些时候，该货币对达到167.59，为2024年7月以来的最高水平。

EUR/JPY edges lower to near 167.00 following BoJ Governor Ueda's speech.EUR/JPY halts its winning streak that began on June 5, trading around 167.20 during the early European hours on Tuesday. Earlier in the Asian session, the pair reached 167.59, the highest level since July 2024.

日经225指数上涨0.59%，收于38537点，而周二更广泛的东证指数上涨0.35%，收于2787点，延续了前一交易日的涨幅，因为投资者对日本央行的最新政策决定做出了反应。正如预期的那样，央行将政策利率稳定在0.5%，并表示从明年开始将采取更渐进的资产负债表缩减措施，这反映了退出刺激计划的谨慎态度。日本央行行长上田和夫强调，政策制定者正在密切关注经济状况，特别是在全球贸易动态不断变化的情况下，并在必要时为进一步加息敞开大门。当地市场也得到了华尔街隔夜反弹的支持，投资者基本上忽略了中东地缘政治紧张局势的加剧。在东京，科技股领涨，Advantest（+2.4%）、Disco（+6.3%）、Lasertec（+4.0%）、东京电子（+2.9%）和软银集团（+2.1%）表现强劲。

The Nikkei 225 Index rose 0.59% to close at 38,537 while the broader Topix Index climbed 0.35% to 2,787 on Tuesday, extending gains from the previous session as investors reacted to the Bank of Japan’s latest policy decision. As expected, the central bank kept its policy rate steady at 0.5% and signaled a more gradual approach to balance sheet reduction starting next year, reflecting a cautious path toward stimulus withdrawal. BOJ Governor Kazuo Ueda emphasized that policymakers are closely monitoring economic conditions, particularly amid shifting global trade dynamics, and left the door open for further rate hikes if warranted. The local market also found support from an overnight rebound on Wall Street, where investors largely looked past rising geopolitical tensions in the Middle East. In Tokyo, technology shares led the rally, with strong performances from Advantest (+2.4%), Disco (+6.3%), Lasertec (+4.0%), Tokyo Electron (+2.9%), and SoftBank Group (+2.1%).

日本央行上田：在长期利率迅速上升的情况下，将做出灵活反应。日本央行行长Kazuo周二在新闻发布会上解释了该行连续第三次将利率维持在0.5%的决定。

BoJ's Ueda: Will respond nimbly in case of rapid rise in long-term interest rates.Bank of Japan (BoJ) Governor Kazuo speaks at a press conference on Tuesday, explaining the Bank's decision to hold the interest rate at 0.5% for the third straight meeting.

周二，日本10年期政府债券收益率升至1.45%以上，标志着日本央行如普遍预期的那样将政策利率维持在0.5%不变后，连续第二天上涨。央行还将其日本政府债券缩减计划保持到2026年3月，但表示如果条件允许，愿意进行调整。政策制定者仍持谨慎态度，密切关注油价上涨的通胀影响，并寻求美国贸易政策演变的明确性。在贸易方面，日本媒体报道称，日本首相石破茂和美国总统唐纳德·特朗普在加拿大举行的七国集团峰会上未能达成关税协议。地缘政治紧张局势也依然加剧。特朗普呼吁在以色列持续空袭的情况下全面撤离德黑兰，重申伊朗应该签署他提出的核协议。

Japan’s 10-year government bond yield rose above 1.45% on Tuesday, marking a second consecutive day of gains after the Bank of Japan left its policy rate unchanged at 0.5%, as widely expected. The central bank also kept its Japanese government bond tapering plan in place through March 2026 but signaled openness to adjustments if conditions warrant. Policymakers remain cautious, closely monitoring the inflationary effects of elevated oil prices and seeking clarity on evolving US trade policy. On the trade front, Japanese media reported that Prime Minister Shigeru Ishiba and US President Donald Trump failed to reach a tariff agreement during the G7 summit in Canada. Geopolitical tensions also remained elevated. Trump called for the full evacuation of Tehran amid continued Israeli airstrikes, reiterating that Iran should have signed his proposed nuclear deal.