1. 摩根大通：將美元兌日元USD/JPY目標維持在164不變，但中長期看，164可能不是終點水平。 2. 瑞銀集團：一旦干預威脅減弱，日元仍有進一步走弱的空間，因此將美元/日元目標位設在165。 3. 高盛集團：預計美元將保持強勢，所以將未來一年美元兌日元USD/JPY的目標從155上調至165。 4. 麥格理集團：日本當局可能會爲新的外匯干預行動做好準備，但或許要等到美/日升至165附近纔會出手。 5. 加皇藍灣：如果日本央行未能顯著調整其貨幣政策立場，美元兌日元貨幣對長期可能達到170甚至更高。

Japan's Nikkei 225 closed on Monday, July 6, down 6.38 points (-0.01%) at 69,737.69. South Korea's KOSPI closed the same day down 37.01 points (-0.46%) at 8,051.33, after an intraday rally that briefly approached 3% at the session open.

Korean IPO market has cooled sharply after a strong 1H. Korea Exchange said on Sunday 14 of 18 companies listed this year are trading below their issue price, with newly listed tech and fashion names leading declines. Analysts point to inflated IPO pricing and rapid exits by short-term speculative funds; regulators have recently tightened lock-up periods for institutional investors, but macro shocks and a supply-demand imbalance leave small- and mid-cap new listings especially vulnerable. Domestic liquidity is concentrated in large-cap AI and semiconductor-chain names including Samsung Electronics and SK Hynix, limiting capital flow to newer issuers. The financial industry is banking on a H2 pipeline of large, high-valuation listings to revive activity; new dual-listing guidelines have also been issued.