锡 (Tin) 加自选

印尼IDX综合指数周三下午上涨44点，涨幅0.5%，至8137点，从早盘的疲软中反弹，因为华尔街创纪录收盘后市场情绪有所改善。Nvidia的乐观消息支持了乐观情绪，该公司报告了5000亿美元的人工智能芯片预订。中美贸易关系解冻的希望也提振了风险偏好，特朗普在周四与Xi会晤之前已经在韩国。与此同时，人们普遍预计美联储今天晚些时候将降息25个基点，与9月份的举措相匹配。在当地，允许中央政府直接向地方当局和国有企业贷款的新规定标志着结构性转变，将雅加达定位为刺激基础设施和战略支出的发展贷款机构。医疗保健、耐用消费品、非能源矿产和金融股领涨，表现最佳的包括Bumi Resources（5.9%）、Alamtri Mineral Indonesia（3.8%）、Aneka Tambang（2.9%）和中亚银行（2.7%）。

Indonesia’s IDX Composite rose 44 points, or 0.5%, to 8,137 on Wednesday afternoon, rebounding from early weakness as sentiment improved following record closes on Wall Street. Optimism was supported by upbeat news from Nvidia, which reported USD 500 billion in AI chip bookings. Hopes for a thaw in Sino-U.S. trade relations also lifted risk appetite, with Trump already in South Korea ahead of his meeting with Xi Jinping on Thursday. Meanwhile, the U.S. Fed is widely expected to cut rates by 25bps later today, matching the September move. Locally, new rules allowing the central government to lend directly to local authorities and state-owned firms marked a structural shift, positioning Jakarta as a development lender to spur infrastructure and strategic spending. Gains were led by healthcare, consumer durables, non-energy minerals, and financials, with top performers including Bumi Resources (5.9%), Alamtri Mineral Indonesia (3.8%), Aneka Tambang (2.9%), and Bank Central Asia (2.7%).

新加坡国内供应价格指数在2025年9月同比增长3.7%，高于上个月的1.1%。这标志着自3月以来最高的生产者通胀，因为食品和活体动物（1.2%对8月的0.6%）和杂项制成品（13.8%对12.4%）的价格上涨，而不包括燃料的原材料成本恢复（2.9%对-3.0%）。与此同时，矿物燃料、润滑油和相关材料（-4.9%对-12.7%）、化学品和化学产品（-5.7%对-8.1%）以及制成品（-0.4%对-1.6%）的跌幅有所缓解。另一方面，饮料和烟草（2.2%对2.3%）、动植物油、脂肪和蜡（4.3%对7.1%）以及机械和运输设备（10.1%对10.7%）的价格增长有所放缓。按月计算，国内供应价格指数在上个月上涨0.2%的基础上增长了0.6%。

Singapore’s Domestic Supply Price Index grew by 3.7% year-on-year in September 2025, accelerating from a 1.1% rise in the previous month. This marked the highest producer inflation since March, as prices rose for food and live animals (1.2% vs 0.6% in August) and miscellaneous manufactured articles (13.8% vs 12.4%), while costs recovered for crude materials excluding fuels (2.9% vs -3.0%). At the same time, declines eased for mineral fuels, lubricants, and related materials (-4.9% vs -12.7%), chemicals and chemical products (-5.7% vs -8.1%), and manufactured goods (-0.4% vs -1.6%). On the other hand, price growth moderated for beverages and tobacco (2.2% vs 2.3%), animal and vegetable oils, fats, and waxes (4.3% vs 7.1%), and machinery and transport equipment (10.1% vs 10.7%). On a monthly basis, the Domestic Supply Price Index grew 0.6%, following a 0.2% gain in the previous month.

2025年9月，马来西亚生产者价格指数同比下跌0.8%，较上月2.8%的跌幅有所缓解，是目前连续七个月下跌中跌幅最小的一次。制造业萎缩速度较慢（-2.1%对8月份的-4.0%），因为焦炭和精炼石油产品制造业的大幅下降（-8.9%）被其他部门的增长所抵消。与此同时，在天然气开采量强劲增长（8.9%）的支撑下，采矿产量反弹（1.1%对-3.4%）。电力和天然气供应增长更快（4.6%对4.1%），供水大幅飙升（9.1%对3.4%）。此外，农业、林业和渔业部门以更快的速度扩张（7.8%对7.3%），其中多年生作物的增长率达到两位数（11.7%）。按月计算，生产者价格指数上涨0.5%，高于8月份的0.1%涨幅。

Producer prices in Malaysia fell 0.8% year-on-year in September 2025, easing from a 2.8% decline in the previous month and marking the mildest drop in the current seven-month streak of decreases. The manufacturing sector shrank at a slower pace (-2.1% vs -4.0% in August), as a sharp fall in the manufacture of coke and refined petroleum products (-8.9%) was offset by gains across other segments. Meanwhile, mining output rebounded (1.1% vs-3.4%), supported by strong growth in the extraction of natural gas (8.9%). Electricity and gas supply rose faster (4.6% vs 4.1%), and water supply surged sharply (9.1% vs 3.4%). In addition, the agriculture, forestry, and fishing sector expanded at a quicker pace (7.8% vs 7.3%), led by a double-digit rise in the growing of perennial crops (11.7%). On a monthly basis, producer prices climbed 0.5%, accelerating from a 0.1% gain in August.

印尼股市周三早盘下跌43点，跌幅0.5%，至8051点，因能源、矿产、公用事业和医疗保健疲软而连续第三天下跌。受MSCI自由浮动权重调整后企业集团股票下跌的压力，市场进一步远离上周的历史高点。在本周晚些时候中国官方采购经理人指数和下周公布的当地贸易和通胀数据公布之前，人们也一直保持警惕。尽管如此，在强劲的科技收益、对潜在的美中贸易框架的乐观情绪以及对美联储降息的押注的支持下，华尔街隔夜的持续反弹帮助限制了损失。在国内，允许中央政府直接向地方政府和国有企业贷款的新规定标志着结构性转变，使雅加达成为刺激基础设施和战略支出的发展贷款机构。早期的落后者包括圣淘沙电（-5.9%）、皇阁科技（-4.2%）、嘉高银行（-3.9%）和圣都城（-3.2%）。

Indonesia’s stocks lost 43 points or 0.5% to 8,051 in early trade on Wednesday, down for a third day amid weakness in energy minerals, utilities, and healthcare. The market moved further away from last week’s record highs, pressured by declines in corporate group stocks following MSCI’s free-float weight adjustment. Vigilance also persisted ahead of China’s official PMI later this week and local trade and inflation data due next week. Still, an extended Wall Street rally overnight helped limit losses, supported by strong tech earnings, optimism over a potential U.S.-China trade framework, and bets of a Fed rate cut. Domestically, new rules allowing the central government to lend directly to local administrations and state-owned enterprises marked a structural shift, turning Jakarta into a development lender to spur infrastructure and strategic spending. Early laggards included Dian Swastatika Sentosa (-5.9%), Elang Mahkota Teknologi (-4.2%), Bank Jago (-3.9%), and Sentul City (-3.2%).