美国可可 (Cocoa) 加自选

周五，Ibovespa指数上涨1.7%，收于129126点，从15周低点反弹，扭转了本周之前的下跌，周涨幅为1%。尽管与日益加剧的俄罗斯-乌克兰冲突有关的更广泛的全球风险规避，但在确认定于下周公布的财政方案后，股市出现反弹。国有石油巨头巴西国家石油公司领涨，股价飙升5%，因对其新批准的商业计划持乐观态度，该计划包括2025-2029年1110亿美元的投资，以及宣布200亿雷亚尔的特别股息。其他表现强劲的银行包括Ambev、桑坦德银行、JBS和Rede D'Or，涨幅在2.5%至3.8%之间。

The Ibovespa rose 1.7% to close at the 129,126 level on Friday, rebounding from a fifteen-week low and reversing previous losses on the week to post a weekly gain of 1%. The rally followed confirmation of the fiscal package's release scheduled for next week, despite broader global risk aversion linked to the intensifying Russia-Ukraine conflict. State-owned oil giant Petrobras led the gains, with shares surging 5% on optimism surrounding its newly approved business plan, which includes $111 billion in investments for 2025–2029, along with the announcement of R$20 billion in extraordinary dividends. Other strong performers included Ambev, Banco Santander, JBS, and Rede D'Or, which rose between 2.5% and 3.8%.

2024年9月，阿根廷的经济活动估计值同比下降3.3%，此前8月份向上修正了3.7%的下降，低于预期的2.7%的下降。主要驱动因素包括公用事业收缩（8月份为-4.2%对1.6%），而运输收缩放缓（-1.0%对-2.6%），建筑收缩放缓（-16.6%对-18.0%），制造业收缩放缓（-6.2%对-6.6%），而农业增长放缓（3.1%对4.5%）。从好的方面来看，采矿和采石业增长更快（7.6%对6.0%）。经季节性调整的数据显示增长了0.3%，而趋势周期指标保持不变。

Argentina's economic activity estimator dropped by 3.3% year-on-year in September 2024, following an upwardly revised 3.7% decline in August, and below the anticipated 2.7% drop. Key drivers included a contraction in utilities (-4.2% vs. 1.6% in August), while contractions slowed in transportation (-1.0% vs. -2.6%), construction (-16.6% vs. -18.0%), and manufacturing (-6.2% vs. -6.6%), while growth slowed for agriculture (3.1% vs. 4.5%). On the upside, mining and quarrying grew faster (7.6% vs. 6.0%). Seasonally adjusted data showed a 0.3% increase, while the trend-cycle indicator remained unchanged.

2024年第三季度，秘鲁经济同比增长3.8%，高于上一季度的3.6%，这是自2022年第四季度以来的第三次年度扩张，得益于国内需求的强劲（3.4%）。由于商品和服务消费的增加，私人消费增长了3.5%。政府支出增长4.1%，主要得益于公共行政和国防支出、教育和医疗保健。此外，固定投资总额增长6.6%，其中建筑业增长4.7%，机械设备采购增长9.6%。与此同时，净贸易对GDP做出了积极贡献，出口激增10.4%，进口增长8%。在生产方面，大多数行业都出现了增长，包括运输业（7.2%）、制造业（5.3%）、建筑业（4.7%）、石油、天然气和采矿业（4.4%）以及电力、燃气和水（2.1%）。然而，农业、畜牧业、狩猎业和林业部门收缩了1.5%。

Peru's economy advanced 3.8% year-on-year in Q3 of 2024, accelerating from a 3.6% increase in the prior period and marking the third yearly expansion since Q4 of 2022, boosted by strength in domestic demand (3.4%). Private consumption rose 3.5%, due to increases in consumption of goods and services. Government spending grew 4.1%, underpinned by public administration and defense expenditure, education, and healthcare. Also, gross fixed investment gained 6.6%, led by construction (4.7%), and machinery and equipment purchases (9.6%). Meanwhile, net trade contributed positively to the GDP, with exports surging 10.4%, while imports rose 8%. On the production side, most sectors showed growth, including transportation (7.2%), manufacturing (5.3%), construction (4.7%), oil, gas, and mining (4.4%), and electricity, gas, and water (2.1%). However, the agriculture, livestock, hunting, and forestry sector contracted by 1.5%.

周五，Ibovespa指数上涨0.4%，突破127100点，从15周低点反弹，周跌幅收窄至0.4%。这一增长是在确认计划于下周公布的财政方案之际出现的，尽管与日益加剧的俄罗斯-乌克兰冲突有关的更广泛的全球风险规避。国有石油巨头巴西国家石油公司领涨，股价上涨超过2%，因对其新批准的商业计划持乐观态度，该计划包括2025-2029年1110亿美元的投资，以及宣布200亿雷亚尔的特别股息。其他显著上涨的股票包括Ambev、JBS和BRF，涨幅在1.2%至2%之间。

The Ibovespa rose 0.4% to surpass the 127,100 level on Friday, rebounding from a fifteen-week low and narrowing its weekly loss to 0.4%. The rise came amid confirmation of the fiscal package's release scheduled for next week, despite broader global risk aversion tied to the intensifying Russia-Ukraine conflict. State-owned oil giant Petrobras led the gains, with shares climbing over 2% on optimism surrounding its newly approved business plan, which includes $111 billion in investments for 2025–2029, and the announcement of R$20 billion in extraordinary dividends. Other notable gainers included Ambev, JBS, and BRF, which added between 1.2% and 2%.