欧元/人民币 (EURCNY) 加自选

CAC 40指数周五下跌0.3%，收于7275点，延续了前一交易日的大幅下跌，触及近三周来的最低水平，投资者情绪因担心特朗普第二届政府的潜在影响而恶化，特别是对欧盟征收关税的威胁，除非成员国增加对美国石油和天然气的购买。这些言论加剧了人们对利率前景的担忧，进一步扰乱了市场。在国内方面，2024年11月法国生产者价格环比飙升3.2%，为2022年3月以来的最高涨幅。大多数股票以负值收盘，泰雷兹领跌，下跌1.4%。空中客车和安赛乐米塔尔也下跌，分别下跌1.1%和0.9%。然而，维旺迪、Teleperformance和雷诺帮助限制了下跌，涨幅在1.2%至2.4%之间。本周，CAC 40指数大幅下跌1.7%，连续第二周下跌。

The CAC 40 fell 0.3% to close at 7,275 on Friday, extending sharp losses from the previous session and hitting its lowest level in nearly three weeks, as investor sentiment soured amid concerns over the potential impact of a second Trump administration, particularly the threat of imposing tariffs on the European Union unless member states increase purchases of American oil and gas. These remarks compounded worries over the interest rate outlook, further unsettling markets. On the domestic front, French producer prices surged by 3.2% month-over-month in November 2024, the highest increase since March 2022. Most stocks ended in negative territory, with Thales leading the losses, shedding 1.4%. Airbus and ArcelorMittal also declined, falling 1.1% and 0.9%, respectively. However, Vivendi, Teleperformance, and Renault helped limit the decline, with gains ranging from 1.2% to 2.4%. For the week, the CAC 40 posted a significant loss of 1.7%, marking its second consecutive weekly decline.

欧洲股市减少了早些时候的跌幅，但周五仍收跌，得益于欧洲下午美国股市更加乐观，投资者重新考虑了美联储降息减少的影响。欧元区STOXX 50指数下跌0.2%，收于4870点，本周下跌2%。另一方面，STOXX 600指数下跌0.8%，收于503点，受欧洲市值最大的公司诺和诺德暴跌的压力。这家制药巨头股价下跌21%，此前测试结果显示，其新的肥胖药物未达到公司设定的目标。如果欧盟成员国不增加从美国公司购买石油和液化天然气，美国当选总统特朗普的关税威胁也会对股市造成压力。金融服务提供商领跌，荷兰国际集团、慕尼黑再保险和北欧联合银行各下跌1.6%以上。另一方面，消费周期性股限制了损失，Inditex、法拉利和大众汽车各上涨了1%以上。

European stocks trimmed earlier losses but still closed lower on Friday, benefitting from more optimistic US equity markets in the European afternoon as investors reconsidered the impact of fewer rate cuts by the Federal Reserve. The Eurozone’s STOXX 50 eased 0.2% to close at 4,870, a 2% drop on the week. On the other hand, the STOXX 600 sank 0.8% to close at 503, pressured by the plunge for Novo Nordisk, the largest European company by market capitalization. The pharmaceutical giant closed 21% lower after test results showed that its new obesity drug missed the targets set by the company. Stocks were also pressured by threats of tariffs from US President-elect Trump should EU members not increase their purchases of oil and LNG from US companies. Financial services providers led the losses with ING, Munich Re, and Nordea dropping more than 1.6% each. On the other hand, consumer cyclicals limited the losses, with Inditex, Ferrari, and Volkswagen adding more than 1% each.

富时MIB周五小幅下跌至33766.3点，为12月初以来的最低水平，标志着连续第二天下跌。在11月核心个人消费支出价格指数（美联储首选的潜在通胀指标）的涨幅低于预期后，交易员重新评估了美联储的政策前景。与此同时，市场参与者对美国当选总统唐纳德·特朗普对欧盟的关税威胁做出了反应，同时也对美国的政治动荡进行了评估。在个股中，Saipem（-6.1%）表现最差，受到获利回吐和原油下跌的打击。在财政部和Retelit首次审查Sparkle提出的7亿欧元报价的当天，意大利电信也面临着压力（-3.7%）。上涨方面，Amplifon和Cucinelli领涨，分别上涨1.6%和1.5%。本周，富时MIB指数下跌约3.2%。

The FTSE MIB trimmed sharp initial losses to close marginally down at 33,766.3 on Friday, its lowest since early December and marking a second consecutive day of declines. Traders reassessed the Fed's policy outlook after a softer-than-expected increase in the core PCE price index, the Fed’s preferred gauge of underlying inflation, during November. Meanwhile, market participants reacted to US president-elect Donald Trump's tariff threat to the EU, while also assessing the political turmoil in the US. Among individual stocks, Saipem (-6.1%) was the worst performer, hit by profit taking and the declines in crude oil. Telecom Italia also faced pressure (-3.7%), on the day of the first examination of the 700 million offer presented by the Treasury and Retelit for Sparkle.On the upside, Amplifon and Cucinelli led the gains, up 1.6% and 1.5%, respectively. For the week, the FTSE MIB shed about 3.2%.

根据初步估计，2024年12月，欧元区消费者信心下降0.8点，至-14.5点，回落至长期平均水平以下，低于市场预期的-14点。这是今年4月以来的最低读数。在更广泛的欧盟，消费者信心也下降了1个百分点，达到-13.4。

Consumer confidence in the Euro Area fell by 0.8 points to -14.5 in December 2024, falling back below its long-term average and worse than market expectations of -14, according to preliminary estimates. This was the lowest reading since April this year. In the broader European Union, consumer sentiment also declined by 1 points, reaching -13.4.