牛奶 (Milk) 加自选

HCOB德国制造业采购经理人指数在2024年12月确认为42.5，低于10月和11月的43。这标志着急剧收缩，原因是企业在需求疲软的情况下挣扎，产量和新订单急剧下降。公司继续裁员和削减库存，尽管裁员速度放缓。在政治不确定性和经济担忧的影响下，商业信心仍然低迷。在供应方面，投入交付周期有所改善，采购价格进一步下跌，尽管成本和出厂价格的跌幅略有放缓。

The HCOB Germany Manufacturing PMI was confirmed at 42.5 in December 2024, down from readings of 43 in both October and November. This marked a sharp contraction, driven by steeper declines in output and new orders as firms struggled with weak demand. Companies continued to cut jobs and inventories, though the pace of reductions slowed. Business confidence remained muted amid political uncertainty and economic concerns. On the supply side, input lead times improved, and purchase prices fell further, though cost and factory gate price declines moderated slightly.

HCOB法国制造业采购经理人指数从11月的43.1降至2024年12月的41.9，与初步估计一致，这是自2020年5月以来的最大跌幅。需求疲软导致新订单进一步下降，导致产量大幅下降，这是自2020年5月以来的最大降幅。同样，投入品采购以今年第二快的速度下降，库存水平大幅下降，采购库存以2009年6月以来的最快速度下降。就业人数以五个月来最快的速度下降，积压的订单以四年多来最快的步伐耗尽。为了刺激销售，尽管投入成本略有上升，但公司连续第三个月降价。商业情绪仍然消极，对持续需求疲软、政治不确定性和客户投资意愿的担忧削弱了对未来的信心。

The HCOB France Manufacturing PMI dropped to 41.9 in December 2024, down from 43.1 in November, consistent with preliminary estimates, marking the sharpest decline since May 2020. Subdued demand led to a further fall in new orders, prompting a sharp decrease in production, its steepest drop since May 2020. Similarly, input purchasing declined at the second-fastest rate of the year, and inventory levels were slashed, with stocks of purchases falling at the steepest pace since June 2009. Employment dropped at the sharpest rate in five months, and backlogged orders were depleted at the quickest pace in over four years. To stimulate sales, firms lowered prices for the third consecutive month, despite a mild rise in input costs. Business sentiment remained negative, with concerns about persistent demand softness, political uncertainty, and client investment reluctance dampening confidence for the future.

周四早盘，CAC 40指数下跌0.6%，至7340点，新年假期后市场恢复。投资者仍然关注政治发展，此前法国总统埃马纽埃尔·马克龙周二承认，6月提前举行议会选举加剧了政治不稳定。对美国关税的潜在区域影响的担忧也持续存在。在企业新闻中，Wavestone宣布启动一项价值高达1000万欧元的股票回购计划，最迟将持续到3月31日。在经济新闻方面，最终的PMI数据证实，法国制造业以2020年5月以来的最快速度收缩。在股票中，表现最差的是泰雷兹（-1.01%）、欧莱雅（-1.48%）和开云集团（-1.01%.）。与此同时，空客（2.18%）、赛峰集团（0.66%）和奥兰治集团（0.64%）的股价上涨。

The CAC 40 dropped 0.6% to 7,340 in early trading on Thursday, as markets resumed after the New Year’s holiday. Investors remained focused on political developments, after French President Emmanuel Macron acknowledged on Tuesday that calling early parliamentary elections in June had increased political instability. Concerns also persisted over the potential regional impact of US tariffs. In corporate news, Wavestone announced the launch of a share buyback program worth up to 10 million euros, set to run until March 31 at the latest. In economic news, final PMI data confirmed that the French manufacturing sector contracted at its steepest pace since May 2020. Among equities, the worst performers were Thales (-1.01%), L'Oréal (-1.48%), and Kering (-1.01%). Meanwhile, gains were seen in Airbus (2.18%), Safran (0.66%), and Orange (0.64%).

澳元期货（2025年3月6日）：需关注的关键价格水平[2025年1月2日]。澳元期货（2025年3月6A日）的交易价格为0.62150，与FXCM的澳元/美元外汇对0.62140密切相关。以下是指导您今天和未来几天交易决策的关键水平和信号。

Australian Dollar Futures (6A Mar 2025): Key Price Levels to Watch [Jan 02, 2025].The Australian Dollar Futures (6A March 2025) are trading at 0.62150, closely aligned with the AUD/USD Forex pair on FXCM at 0.62140. Below are the key levels and signals to guide your trading decisions for today and the days ahead.