A股开盘，上证指数跌0.14%，深证成指跌0.17%，创业板指跌0.14%。光纤概念、CPO、PCB概念跌幅居前。

Markets overwhelmingly expect the Bank of Japan to raise rates by 25bps this week; that would be the quickest increase in the current tightening cycle and is largely priced in. Markets had already factored in a Fed decision that could mark the first policy tightening in more than three years. A surge in energy prices, yen volatility, rising bond yields and implicit US policy pressure have traders scrutinizing BoJ tone and guidance for signs of accelerated tightening versus a gradual approach. Traders view BoJ officials’ remarks and comments from Bessent as effectively locking in a September outcome, and some see a non-negligible chance of a larger-than-usual hike. Insiders say Japan’s underlying inflation is close to 2%, increasing policymakers’ urgency to rein in price pressures compared with baseline trends.

US Treasury Secretary Bessent launched "Operation Economic Pariah" to sever all funding lifelines to the Iranian regime and its backers, and issued a new call for whistleblowers to provide information on individuals who assist Iran in carrying out terrorist activities.