华侨银行每日外汇展望（4年2026月）

关键论点

• 美国股市因中东紧张局势缓和和强劲财报而强劲反弹，标普500上涨1.5%，纳斯达克上涨2.1%。
• 美国制造业活动显著增强，ISM PMI为55.6，为四年高位，表明广泛改善。
• 布伦特原油因外交努力下跌约5%至每桶83-84美元，但伊朗否认谈判，不确定性持续。
• 印尼6月出口同比增长8.8%，进口加速至34.3%，贸易逆差收窄至5亿美元。
• 印尼7月总体通胀同比放缓至2.9%，核心通胀保持在2.8%，2026年CPI预测维持在3.0%。
• 新加坡目标到2030年绿化80%的建筑，开发商可在5-6年内回收超低能耗建筑投资。
• 美国投资级和高收益信用利差收窄，而亚洲美元投资级利差持平，高收益小幅走阔。

对应原文证据

1. US stocks rallied strongly on Monday, as easing Middle East tensions and robust corporate earnings lifted all major indices. The S&P 500 rose 1.5%, the Nasdaq Composite surged 2.1%, and the Dow Jones Industrial Average gained 1.3%, with the S&P 500 closing at its highest level in two months. · short-term
2. Brent crude fell around 5% to US$83-84 per barrel following reports that President Trump had called off planned strikes on Iran and renewed diplomatic efforts. However, Iran subsequently denied that any talks with the US had been arranged, stating that it remains engaged only in negotiations with Oman. · near-term