土耳其里拉/南非兰特 (TRYZAR) 加自选

周五，Ibovespa指数上涨0.8%，收于122102点，从早盘下跌中恢复过来，将圣保罗交易所的周跌幅降至2%。自上周以来，央行的积极干预，包括今天30亿美元的现货拍卖，使货币市场干预总额达到237.5亿美元，有助于稳定巴西雷亚尔。然而，这些行动也突显了日益增长的财政风险，参议院批准的稀释PEC加剧了这一风险，削弱了政府的支出削减，并引发了人们对财政整顿的担忧。主要银行领涨，桑坦德银行、巴西银行、Itaúsa和Bradesco上涨0.9%至2.1%。表现强劲的包括Localiza、Rede D'Or、B3、Natura、Hypermarcas和Lojas Renner，其股价飙升2.3%至4.9%。相比之下，非周期性消费品和工业类股表现不佳，Ambev下跌3.8%，WEG下跌1.9%。

The Ibovespa gained 0.8% to close at 122,102 on Friday, recovering from early losses and reducing the São Paulo exchange’s weekly decline to 2%. The central bank’s aggressive interventions, including a $3 billion spot auction today, have brought total currency market interventions to $23.75 billion since last week, helping to stabilize the Brazilian real. However, these actions also underscored growing fiscal risks, amplified by the Senate’s approval of a diluted PEC that weakened the government’s spending cuts and raised concerns over fiscal consolidation. Major banks led the rebound, with Banco Santander, Banco do Brasil, Itaúsa, and Bradesco rising 0.9% to 2.1%. Strong performers included Localiza, Rede D'Or, B3, Natura, Hypermarcas, and Lojas Renner, which surged 2.3% to 4.9%. In contrast, consumer non-cyclicals and industrial stocks faltered, with Ambev dropping 3.8% and WEG falling 1.9%.