A股卫星导航板块午后走强，天力复合涨超24%，航天环宇涨超19%，华是科技涨超18%，星辰科技涨超16%，星图测控、西侧测试涨超13%。

美元兑日元USD/JPY短线波动不大，现报161.66.

State Street analyst Masahiko Loo said Japan’s finance minister Katayama’s remark that pension funds may boost allocations to financial assets would be supportive for Japanese government bonds and the yen. Any asset-allocation shift is likely to be gradual; historically pension funds deviate only modestly from domestic bond targets, implying limited but meaningful scope to raise domestic bond exposure. Loo said the comment also signals policy intent amid market doubts over how much firepower the finance ministry has for FX intervention. With over $1 trillion in foreign-exchange reserves, intervention remains an option, but keeping domestic institutional capital at home would be a more durable structural support for the yen; State Street remains constructive on JGBs and the yen over the medium-to-long term.