意大利6个月期国债 (Italy6M) 加自选

在米兰，富时MIB指数周四下跌232点，跌幅0.58%。Stellantis N.V.（-3.08%）、Ferrari NV（-2.71%）和意法半导体（-2.32%）领跌。涨幅最大的是埃尼集团（1.52%）、塞佩姆集团（1.10%）和赫拉集团（1.07%）。

In Milan, the FTSE MIB Index decreased 232 points or 0.58 percent on Thursday. Losses were driven by Stellantis N.V. (-3.08%), Ferrari NV (-2.71%) and STMicroelectronics (-2.32%). Biggest rises came from Eni (1.52%), Saipem (1.10%) and Hera (1.07%).

周四，富时MIB指数下跌0.6%，收于39948点，美国总统唐纳德·特朗普宣布计划在未来几周向主要贸易伙伴发出单方面关税信函，这抑制了此前美中贸易谈判带来的乐观情绪。中东紧张局势加剧加剧了市场的不确定性，并推低了油价。在企业方面，Brunello Cucinelli（-3%）、Stellantis（-2.7%）和Ferrari（-2.7%。

The FTSE MIB index lost 0.6% to close at 39,948 on Thursday, as US President Donald Trump announced plans to send unilateral tariff letters to major trading partners in the coming weeks, dampening optimism previously lifted by US-China trade talks. Rising tensions in the Middle East added to market uncertainty and pushed oil prices lower. On the corporate front, Brunello Cucinelli (-3%), Stellantis (-2.7%), and Ferrari (-2.7%) posted notable losses, while Eni (+1.5%), Saipem (+1.2%), and Hera (+1%) led the gainers.

意大利10年期英国国债收益率跌至3.43%，接近12月18日以来的最低水平，中东紧张局势升级和贸易战担忧再次引发投资者避险。美国总统唐纳德·特朗普宣布从该地区撤出美国人员，称其为“一个危险的地方”，同时还公布了向主要贸易伙伴发送信函的计划，详细说明了新的单边关税措施。在美国，低于预期的通胀数据和劳动力市场降温的迹象加剧了人们对美联储最早可能在9月开始降息的猜测。与此同时，在欧洲，欧洲央行官员的言论增强了人们的预期，即央行可能很快会暂停其宽松周期，以仔细评估贸易紧张局势加剧对经济的影响。

Italy’s 10-year BTP yield declined toward 3.43%, approaching its lowest level since December 18, amid a flight to safety driven by escalating Middle East tensions and renewed trade war concerns. US President Donald Trump announced the withdrawal of American personnel from the region, describing it as "a dangerous place," while also unveiling plans to send letters to key trading partners detailing new unilateral tariff measures. In the US, softer-than-expected inflation data and signs of a cooling labor market have intensified speculation that the Federal Reserve could start cutting rates as early as September. Meanwhile, in Europe, remarks from ECB officials have bolstered expectations that the central bank may soon pause its easing cycle to carefully evaluate the economic impact of rising trade tensions.

周四早盘，富时MIB指数下跌逾1%，至约39700点，标志着该指数连续第四个交易日下跌，因对美国关税政策的担忧再次出现。美国总统唐纳德·特朗普周三表示，他打算在7月8日对数十个国家重新征收更高关税的最后期限之前，在未来一两周内向贸易伙伴发出信函，设定单方面关税税率。伊朗威胁称，如果核谈判失败，将打击美国在中东的基地，加剧了市场的紧张情绪。在企业方面，法拉利（-2.6%）、意法半导体（-3.0%）、普睿司曼（-2.5%）和Moncler（-2.6%）出现了重大亏损。

The FTSE MIB index dropped more than 1% to around 39,700 in early trading on Thursday, marking its fourth consecutive session of losses amid renewed concerns over US tariff policy. President Donald Trump on Wednesday said he intended to send letters to trading partners in the next week or two setting unilateral tariff rates, ahead of a July 8 deadline to reimpose higher duties on dozens of countries. Adding to market jitters, tensions in the Middle East escalated after Iran threatened to strike US bases in the region if nuclear negotiations fail. On the corporate front, significant losses were seen from Ferrari (-2.6%), STMicroelectronics (-3.0%), Prysmian (-2.5%), and Moncler (-2.6%).