达世币/泰达币 (DASHUSDT) 加自选

美元年中预测：Julius Baer表示人工智能繁荣是“美元双赢”。美元在最近几个交易日恢复了势头，欧元/美元回落至1.1450以下，因为投资者对美联储更加鹰派和地缘政治不确定性的重新出现做出了回应。Julius Baer认为，在货币政策、地缘政治紧张局势和持续需求的支撑下，美元在短期内仍将得到良好支撑。

US Dollar Mid-Year Forecast: Julius Baer Says AI Boom Is a 'USD Win-Win'.The US Dollar has regained momentum in recent sessions, with EUR/USD slipping back below 1.1450 as investors responded to a more hawkish Federal Reserve and renewed geopolitical uncertainty. Julius Baer believes the Dollar remains well supported in the near term, underpinned by monetary policy, geopolitical tensions and continued demand.

2026年人民币预测：汇丰银行表示结构性力量仍支持人民币。人民币兑美元汇率保持弹性，尽管美元最近有所回升，但美元/人民币汇率仍保持在6.79附近。汇丰银行认为，人民币升值步伐可能在短期内放缓，但认为更广泛的趋势仍受到长期结构性因素的支撑。

Chinese Yuan Forecast 2026: HSBC Says Structural Forces Still Support RMB.The Chinese Yuan has remained resilient against the US Dollar, with USD/CNY exchange rate holding close to 6.79 despite the Greenback's recent recovery. HSBC believes the pace of Yuan appreciation may slow in the near term, but argues that the broader trend remains supported by long-term structural factors.

下一周：令人失望的美国数据，疲软的双收益率警告美联储鹰派持有结束后美元上涨。令人失望的美国数据疲软，最终导致7月2日的就业报告显示，就业增长达到预期的一半，油价持续下跌，美联储主席沃什在辛特拉承认通胀预期最近有所缓解，这两种因素共同影响了美国短期利率和美元的走势。两年期美国国债收益率在假期结束时略低于4.14%。

The Week Ahead: Disappointing US Data, Soft Two-Yield Yield Warns Dollar Leg Up on Fed's Hawkish Hold is Over.The combination of soft disappointing US data, which culminated in a jobs report on July 2 that showed half the jobs growth that was expected and the continued decline in oil prices, recognized by Fed Chair Warsh in Sintra that inflation expectations have eased recently,  took the steam from US short-term rates and the greenback. The two-year US yield finished the holiday-shortened week slightly below 4.14%.

日元每周展望：日本央行干预威胁使美元/日元处于紧张状态。周四美元/日元的突然下跌再次引发了人们的猜测，即日本央行可能代表日本财政部进入市场。是否如此尚不清楚，但此举可能反映了其他因素的结合，包括路透社的一篇适时报道暗示日本当局可能正在寻求让投机者措手不及，日元空头头寸严重紧张，在美国就业报告和独立日假期之前流动性减少，以及美联储主席凯文·沃什在几个小时前发表了稍微不那么鹰派的讲话。

Japanese yen weekly outlook: BOJ intervention threat leaves USD/JPY on edge.Thursday's abrupt decline in USD/JPY reignited speculation that the Bank of Japan may have stepped into the market on behalf of Japan's Ministry of Finance. Whether that was the case remains unclear, but it's plausible the move reflected a combination of other factors, including a well-timed Reuters report suggesting Japanese authorities may be looking to catch speculators off guard, heavily stretched short yen positioning, thinning liquidity ahead of the US payrolls report and Independence Day holiday, and Federal Reserve Chair Kevin Warsh striking a slightly less hawkish tone only hours earlier.