日本央行货币市场数据显示，日本可能在外汇市场进行了干预。货币市场预期资金缺口为11.4万亿日元，而此前预测缺口为5.66万亿至6.70万亿日元。

USD extended losses on Monday after coordinated US-Japan FX intervention that supported the yen. Traders trace the dollar’s weakness to last week’s Fed decision to hold rates, which has raised questions about new chair Walsh’s ability to fight inflation. ING FX strategist Francesco Pesole said the move began after the Fed meeting and that short-term investors had built large USD long positions. Some strategists say the US Treasury may fund yen purchases with euros rather than dollars to limit further dollar weakness. Pesole added many traders are weighing longer-term USD shorts but called Japanese intervention temporary and said Fed policy will ultimately determine the dollar’s path. Jefferies strategist Mohit Kumar said if oil does not fall sharply, a Fed failure to act on inflation would damage Walsh’s credibility, and that aside from intervention fundamentals remain unfavorable for the yen and supportive of the dollar, with rising pressure for Fed hikes.

7月31日A股低于3%换手率股票占比升至64.21%，刷新今年4月23日以来新高，5月以来整体呈现震荡上升的状态；高于5%换手率股票占比为18.08%，继续刷新4月17日以来新低，市场交投活跃度暂时低迷，不过仍保持在阈值上方。 -------- 注：1、当换手率低于3%的股票占比上升，尤其是接近历史高位附近（图中虚线，图为反转走势）时，意味着市场很有可能遇到一个阶段低点，容易产生反转或反弹。 2、当高换手率高于5%的股票占市场总数比例保持在阈值（图中虚线）上方，市场才会出现强的赚钱效应，使得行情具有持续性。牛市的时候，该指标会持续保持在阈值上方，市场迎来普涨行情；而熊市的时候，该指标大多时候在阈值下方，偶尔超过阈值反而要小心冲高回落的风险。