A股军工装备持续走强，航发科技涨停，爱乐达、理工导航、隆达股份、航天环宇、立航科技跟涨。

周三，美国空军少校杰森·沃森（Jason Watson）在国会大厦台阶上被捕，此前他呼吁弹劾特朗普总统和副总统万斯。沃森表示：“当美国总统下令对外国采取军事行动时——除非出现美国利益受到迫在眉睫的严重威胁的紧急情况，就像对委内瑞拉、古巴和伊朗所做的那样——否则就是对国会权力的违宪篡夺，违反了战争权力条款。”“这些侵犯人权的行为导致13名军人死亡，数百人受伤。为此，总统和副总统必须被弹劾、定罪并罢免，”他补充道。

After weaker US payrolls, the dollar fell versus major currencies and USD/JPY dropped about 1%. That pullback may temper expectations of imminent yen-supporting intervention, but the yen at the 161 level remains concerning. Daniela Hathorn at Capital.com said intervention would require Japanese authorities to sell dollars and other FX reserves; US Treasuries could be sold but likely not enough to push yields substantially higher. She added past interventions have not had lasting effects because fundamentals did not change and exchange rates ultimately depend on interest-rate differentials and capital flows.