铀 (Uranium) 加自选

德国ZEW情绪改善，尽管基础薄弱，但出口前景更加光明。德国9月ZEW经济景气指数从34.7升至37.3，高于预期，而预测为25.0。这一改善凸显了金融市场专家日益乐观的态度，尤其是对出口导向型行业的乐观态度。

German ZEW sentiment improves, outlook brighter for exports despite weak base.Germany's ZEW Economic Sentiment index rose more than expected in September, climbing from 34.7 to 37.3 against forecasts of 25.0. The improvement highlights growing optimism among financial market experts, particularly toward export-oriented sectors.

欧元区工业产出环比增长0.3%，能源拖累抵消了商品收益。7月份欧元区工业生产环比增长0.3%，低于0.5%的预期。中间产品（+0.5%）、资本品（+1.3%）和消费品支撑了产出，耐用和非耐用生产分别增长1.1%和1.5%。

Eurozone industrial output rises 0.3% mom, energy drag offsets goods gains.Eurozone industrial production rose 0.3% mom in July, missing expectations of a 0.5% mom gain. Output was supported by intermediate goods (+0.5%), capital goods (+1.3%), and consumer goods, with durable and non-durable production up 1.1% and 1.5% respectively.

欧洲央行的Scicluna：盒子里已经没有削减，等待拆箱。他只是重申了欧洲央行硬暂停的立场，双方对2%目标的小幅偏离不会自动要求调整利率。

ECB's Scicluna: There is no cut already in a box and waiting to be unpacked.He's just reaffirming the ECB stance of a hard pause and that small deviations from the 2% target on both sides won't automatically call for rate adjustments.

欧元区7月工业生产增长0.3%，而预期增长0.4%。之前-1.3%；修订为-0.6%的欧元区工业产出在7月份出现了不错的反弹，即使在6月份小幅上调后也是如此。细分显示，中间产品（+0.5%）、资本品（+1.3%）、耐用消费品（+1.1%）和非耐用消费品的生产增长（+1.5%）。

Eurozone July industrial production +0.3% vs +0.4% m/m expected.Prior -1.3%; revised to -0.6% Euro area industrial output bounced back decently in July, even after a modestly positive revision for the June month. The breakdown shows increases in production for intermediate goods (+0.5%), capital goods (+1.3%), durable consumer goods (+1.1%), and non-durable consumer goods (+1.5%).