PBoC is expected to set USD/CNY mid-point at 6.7074 (prev. 6.7769)
Newsquawk ·
US Treasury Secretary Bessent touts tax cuts, increased jobs, trade rebalance and Trump accounts in speech at RNC Midterm Convention At least two loud explosions heard in the city of Taif in Saudi Arabia, according to ISNA PBoC is expected to set USD/CNY mid-point at 6.7074 (prev. 6.7769) [MARKET UPDATE] Asia-Pac stocks begin mostly lower following the declines stateside where all major indices declined as yields and oil prices climbed, while nearly every sector was in the red aside from energy after Brent crude topped USD 100/bbl NVIDIA (NVDA) is to build up to 2GW AI factories in Australia by 2027
AI 시장 분석
The People's Bank of China (PBoC) is expected to set the USD/CNY central parity rate at 6.7074, expanding upward pressure on the yuan. In the U.S. stock market, major indices fell as Treasury yields and Brent crude surpassed $100, while Asia-Pacific markets also opened lower in sympathy. Meanwhile, NVIDIA announced plans to build an AI factory of up to 2GW in Australia by 2027, accelerating the expansion of AI infrastructure.
상승 영향
- AI — NVIDIA's announcement to build an AI factory of up to 2GW in Australia by 2027 will directly increase demand for related infrastructure and semiconductors.
- Energy — As Brent crude surpasses $100 per barrel, the revenue and profitability of energy and oil production companies will directly improve.
하락 영향
- Airlines — With Brent crude exceeding $100, fuel costs such as jet fuel will surge, directly negatively impacting airline profitability.
- Chemicals — High oil prices will increase raw material input costs and exacerbate margin pressure, significantly degrading the profitability of the chemical sector.
DYAX 전담 분석
The PBoC's yuan appreciation fixing signals a shift in China's monetary policy, directly impacting Asian currencies and the import-export environment. Brent crude breaking $100 intensifies global inflationary pressures, acting as downward pressure on equity and consumer goods sectors.
If oil prices continue to rise, oil supply-related stocks may strengthen, but the airline and chemical sectors are expected to weaken due to cost burdens. Investors should monitor Brent crude price trends and U.S. Treasury yield volatility as key indicators.
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