最新公布的美国PMI录得48.2，较前值48.7进一步下降，也低于市场预期的49，显示制造业已连续第九个月处于收缩区间。进口关税的影响持续压制美国工厂活动，导致订单减少、投入成本上升，而供应商交付放缓、新订单减少与就业疲软是近期制造业低迷的核心驱动因素。

EURUSD Daily

在数据公布后，EURUSD出现明显突破，成功冲破下降趋势线与1.16整数位，尽管在1.1650一线及150周期均线附近遇到短暂阻力，但整体价格结构显示，突破的延续性仍然较强。此次回调精准在150周期均线受阻，而若出现更深调整，200周期均线预计将提供更具力度的支撑。

GBPUSD Daily

英镑兑美元方面，GBPUSD突破1.32的前期波段高点后出现回踩，当前正在测试该水平能否转化为有效支撑。与此同时，下方的下降趋势线与1.32枢纽形成共振，使该区域具备技术性支撑意义，一旦企稳，将可能为后续上行奠定基础。

美元兑日元则受到日本央行行长植田和男讲话的影响而波动加剧。植田周一在名古屋发表讲话，整体语气偏鹰，强调关税风险正在消退，而薪资上涨趋势增强，意味着此前的谨慎态度可能出现变化。受此影响，USDJPY自155枢纽位置获得支撑后向上反弹，目前正在逼近上升趋势线，该趋势线与157.50附近的波段高点重叠，预示着极可能形成强烈阻力。MACD已经出现明显的趋势背离，使得价格在触及157.50时遭遇压制的概率进一步增加。

USDJPY Daily

整个盘面显示，最新美国制造业数据引发美元普遍承压，而主要非美货币在关键技术位呈现突破迹象。随着市场重新评估美国经济动能与利率预期，短线波动料将持续放大。

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