Euro Stoxx 50 futures fell 0.16%; Germany's DAX 30 futures fell 0.08%; the UK's FTSE 100 futures fell 0.09%.

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。

CSC Financial says aluminum foil, a small high‑quality segment of lithium‑battery materials, is seeing concentrated market structure—leaders hold ~38% share—and broad price pass‑through to customers. Cumulative processing fees have risen about 1,000–1,500 yuan/ton. The firm expects supply‑demand to continue improving in H2 2026–2027, supporting further price upside. Sodium‑ion battery commercialization is progressing from a 1→10 scale phase; with the aluminum‑foil technical route confirmed and per‑unit foil usage set to double, demand for aluminum foil should increase materially.