1. 摩根大通：将美元兑日元USD/JPY目标维持在164不变，但中长期看，164可能不是终点水平。 2. 瑞银集团：一旦干预威胁减弱，日元仍有进一步走弱的空间，因此将美元/日元目标位设在165。 3. 高盛集团：预计美元将保持强势，所以将未来一年美元兑日元USD/JPY的目标从155上调至165。 4. 麦格理集团：日本当局可能会为新的外汇干预行动做好准备，但或许要等到美/日升至165附近才会出手。 5. 加皇蓝湾：如果日本央行未能显著调整其货币政策立场，美元兑日元货币对长期可能达到170甚至更高。

【期货热点追踪】基本面重掌定价权！中东供应恢复冲击下，油价何时才能止跌？点击阅读。

Hong Kong shares closed higher. The Hang Seng Index rose 1.14% to 23,616.32, the Hang Seng Tech index gained 0.94% to 4,541.23. Market turnover was HK$314.7bn and southbound Stock Connect flows net bought over CNY20bn. Sector action: online gaming, pharmaceuticals, domestic life insurers and internet/tech names led gains; semiconductors, non-ferrous metals and large-model AI plays lagged. Notable movers: Zhida Technology (02650.HK) rose more than 47%, Kuaishou (01024.HK) nearly +8%, Leapmotor (09863.HK) +6.7%, China Biopharma (01177.HK) +6.5%, Tencent Holdings (00700.HK) +4.8%, Meituan (03690.HK) +4.7%; Zhipu AI (02513.HK) fell, BeiGene (06160.HK) rose over 4%. Biggest declines: Yangtze Optical Fibre and Cable (06869.HK) and Kingboard Laminates (01888.HK) -14.7%, UBTech (09880.HK) down over 10%, Kingboard Holdings (00148.HK) -9.6%, Sunny Optical (02382.HK) down more than 7%.