牛奶 (Milk) 加自选

据《论坛报》周一报道，法国总理塞巴斯蒂安·勒科尔努政府将于周二公布一项预算，旨在到2026年底将赤字削减至4.7%。该计划旨在通过削减170亿欧元的支出和140亿欧元的额外收入，总共节省310亿欧元。据报道，在关键措施中，预算包括对富人使用的控股公司征收新税。它还规定，养老金和社会福利不会随着通货膨胀而增加，这反映了在加强财政纪律的同时控制公共支出的努力。Lecornu在上任仅27天后于上周辞职，随后被马克龙再次提名，他是总统五年来的第五位总理。他现在面临两次不信任投票和不确定的支持，以继续执政。

French Prime Minister Sebastien Lecornu’s government is set to unveil a budget on Tuesday aimed at cutting the deficit to 4.7% by the end of 2026, La Tribune reported Monday. The plan seeks total savings of EUR 31 billion through EUR 17 billion in spending cuts and EUR 14 billion in additional revenue. Among key measures, the budget reportedly includes a new tax on holding companies used by wealthy individuals. It also stipulates that pensions and social benefits will not rise in line with inflation, reflecting efforts to rein in public spending while boosting fiscal discipline. Lecornu, who resigned last week after just 27 days in office before being renominated by Macron, is the president’s fifth prime minister in five years. He now faces two no-confidence votes and uncertain support to stay in power.

新西兰央行放宽住房贷款规定。新西兰央行周二表示，计划从12月1日起放宽抵押贷款价值比（LVR）限制。

New Zealand's central bank to ease home lending rules.New Zealand's central bank on Tuesday said it planned to ease mortgage loan-to-value ratio (LVR) restrictions from December 1.

新西兰元50指数几乎持平，在周二早盘交易中约为13353点，此前在前一交易日跌至9月30日以来的最低水平，因为能源和科技股的上涨抵消了房地产和金融股的下跌。交易员继续关注与美中贸易紧张局势有关的事态发展，此前美国财政部长斯科特·贝森特周一表示，特朗普仍将于10月底在韩国会见中国领导人Xi，双方正试图缓和因关税威胁和出口管制而引发的紧张局势。从更积极的方面来看，周一的数据显示，中国9月份的进出口增长均超过预期，这增加了新西兰对其最大贸易伙伴出口增加的希望。与此同时，新西兰9月份的月度电子卡交易量下降了0.5%。澳新银行集团上涨0.5%，Ebos集团上涨0.4%，而AFT制药和银行家投资信托分别下跌1.4%和1.1%。

The NZX 50 was almost flat, trading around 13,353 in early deals on Tuesday after falling to its lowest level since September 30 in the previous session, as gains in energy and tech offset losses in real estate and financials. Traders continued to monitor developments related to US-China trade tensions after US Treasury Secretary Scott Bessent said on Monday that Trump remains on track to meet Chinese leader Xi Jinping in South Korea in late October, as the two sides try to de-escalate tensions over tariff threats and export controls. On a more positive note, Monday’s data showed that both Chinese exports and imports rose more than expected in September, raising hopes for increased New Zealand exports to its top trading partner. Meanwhile, New Zealand’s monthly electronic card transactions fell 0.5% in September. ANZ Group rose 0.5%, Ebos Group gained 0.4%, while AFT Pharmaceuticals and the Bankers Investment Trust fell by 1.4% and 1.1%, respectively.

2025年9月，新西兰的电子卡交易量环比下降0.5%（经季节性调整），至68.9亿新西兰元。几个类别的支出下降，包括消费品（-1%）、机动车（-2.7%）、服装（-0.4%）、燃料（-1%”）和耐用品（-0.4%”），而酒店业的支出（+1.4%）则有所上升。按年度计算，9月份电子卡总支出增长了1%，而前一个月增长了0.9%，反映了消费者活动的稳定但温和的增长。

Electronic card transactions in New Zealand fell 0.5% month-over-month (seasonally adjusted) to NZD 6.89 billion in September 2025. Spending dropped in several categories, including consumables (-1%), motor vehicles (-2.7%), apparel (-0.4%), fuel (-1%), and durables (-0.4%), while spending in hospitality (+1.4%) rose. On an annual basis, total electronic card spending increased 1% in September, following a 0.9% rise in a month earlier, reflecting steady but moderate growth in consumer activity.