1、政策工具的实质：给券商、基金公司、保险公司提供低成本融资，让他们增持股票或ETF； 2、2024年“924”央行官宣时表态：首期5000亿，做得好可以再来5000亿，甚至第三个5000亿； 3、实际操作：第一次2024年10月21日操作了500亿元；第二次2025年1月2日操作了550亿元； 4、A股水平：前两次操作上证指数大约在3200点到3300点，本次是在3600点上方； 5、本次申报：机构数量从前两轮各20家增加到31家，参与意愿明显扩大，申请额度超过1000亿元。

Jerusalem Post reports Trump is focused on extracting nuclear concessions from Iran and on reopening the Strait of Hormuz. US officials are concentrating on limiting the duration of any new military action against Iran—potentially to only days—and have avoided assassinating senior Iranian officials in past strikes. Israeli officials likewise want to avoid a prolonged campaign like a 40-day war but have placed less emphasis on brevity, pressing instead for large-scale strikes to eliminate Tehran’s long-term threat.

Nomura says Bank of Japan governor Ueda has signalled a hawkish tilt and a December move to a 1.5% policy rate is increasingly likely. BOJ staff estimate nominal neutral rate at 1.1%–2.5%, but that unobservable range leaves the terminal rate ambiguous. Inflation has stayed above the 2% target and corporate capex remains firm, prompting faster policy normalisation, yet long-running deflation and prolonged ultra-low rates make households and firms more sensitive to higher borrowing costs. Dissent persists inside the BOJ, with some hawks pressing for a quicker pace. Nomura expects the policy rate may be raised to about 1.75% by around March before a pause, but the subsequent path is uncertain.