锡 (Tin) 加自选

印尼IDX综合指数在周五早盘交易中几乎没有变化，在前两个交易日上涨后徘徊在8185左右。医疗技术和公用事业的强势抵消了工业服务和运输的损失。交易员权衡了美中贸易暂时休战与10月份中国私营部门活动疲软的数据，而投资者也展望了下周的关键本地数据，包括9月份的贸易和10月份的通胀数据。与此同时，经济部长Airlangga Hartarto表示，在美国政府停摆期间暂停之后，雅加达和华盛顿将于11月重启关税谈判。表现最佳的包括印尼人民银行（2.2%）、印尼伊斯兰银行（1.2%）和MD娱乐公司（2.8%），而跌幅较大的是Mayora Indah（-3.8%）、Adaro Indonesia（-2.0%）和Jasa Marga（-1.1%）。市场仍有望连续第四个月上涨，迄今为止上涨约1.5%，这得益于印尼央行进一步降息的希望。

Indonesia’s IDX Composite was little changed on Friday morning deals, hovering around 8,185 after gains in the prior two sessions. Strength in health tech and utilities offset losses in industrial services and transport. Traders weighed the temporary U.S.-China trade truce against data showing weak private sector activity in China during October, while investors also looked ahead to key local data next week, including September trade and October inflation figures. Meanwhile, Economy Minister Airlangga Hartarto said Jakarta and Washington will restart tariff negotiations in November, following a pause during the U.S. government shutdown. Top performers included Bank Rakyat Indonesia (2.2%), Bank Syariah Indonesia (1.2%), and MD Entertainment (2.8%), while notable decliners were Mayora Indah (-3.8%), Adaro Indonesia (-2.0%), and Jasa Marga (-1.1%). Markets remain on track for a fourth consecutive monthly rise, up around 1.5% so far, supported by hopes of further Bank Indonesia rate cuts.

2025年9月，新加坡的银行贷款从8月的8517亿新元增至8638亿新元，创下历史新高，此前一个月的增幅为四个月来最小。企业贷款有所增加，从8月份的5146亿新元增至9月份的5240亿新元。制造业（268亿新元对248亿新元）、农业、采矿和采石业（34亿新元对33亿新元）和建筑业（1812亿新元对1790亿新元）的增长尤为显著，一般商业（901亿新元对869亿新元）以及运输、仓储和通信（442亿新元对436亿新元）。

Singapore’s bank loans rose to SGD 863.8 billion in September 2025, up from SGD 851.7 billion in August, marking a record high after posting the smallest increase in four months in the previous month. Increases were seen in loans to businesses, rising to SGD 524.0 billion in September from SGD 514.6 billion in August. Growth was particularly notable in manufacturing (SGD 26.8 billion vs. 24.8 billion), agriculture, mining, and quarrying (SGD 3.4 billion vs. 3.3 billion), building and construction (SGD 181.2 billion vs. 179.0 billion), general commerce (SGD 90.1 billion vs. 86.9 billion), and transportation, storage, and communication (SGD 44.2 billion vs. 43.6 billion).

印尼股市周四下午上涨17点，涨幅0.2%，至8179点，连续第二个交易日上涨，主要来自医疗保健、生产制造业和能源矿产。有报道称，特朗普总统和Xi今天在韩国会晤后，中美两国同意将临时贸易休战延长一年，提振了市场情绪。与此同时，美联储周三根据预期，今年第二次削减借贷成本。此举可能会恢复流入印尼资产的资本，因为利率差异仍然有利，投资者风险偏好有所改善。然而，美联储主席鲍威尔表示，12月降息“并非板上钉钉”，这削弱了涨幅。此外，在中国周五公布采购经理人指数（PMI）数据以及印尼即将公布的贸易和通胀数据之前，市场出现了谨慎态度。一些排名靠前的公司包括Gojek Tokopedia（7.1%）、HM Sampoerna（6.1%）、Siloam International（3.8%）和Mitra Keluarga Karyasehat（2.3%）。

Indonesian stocks added 17 points or 0.2% to 8,179 on Thursday afternoon, up for the second session amid gains mainly from healthcare, producer manufacturing, and energy minerals. Sentiment was lifted by reports that China and the U.S. have agreed to extend their temporary trade truce for one year after a meeting between President Trump and Xi Jinping today in South Korea. Meanwhile, the Fed cut borrowing costs for the second time this year on Wednesday, in line with expectations. The move could revive capital inflows into Indonesian assets, as the interest rate differential remains favorable and investor risk appetite improves. However, gains were trimmed by signals from Fed Chair Powell that a December rate cut “is not a foregone conclusion”. Also, caution emerged ahead of China’s PMI data on Friday and Indonesia's upcoming trade and inflation figures. Some top movers included Gojek Tokopedia (7.1%), HM Sampoerna (6.1%), Siloam Intl. (3.8%), and Mitra Keluarga Karyasehat (2.3%).

泰国财政部周四表示，在政府采取一系列刺激措施和出口好于预期后，泰国经济今年预计将增长2.4%，高于此前预测的2.2%。据路透社报道，财政部财政政策办公室主任Vinit Visessuvanapoom在新闻发布会上表示，出口是泰国经济增长的关键驱动力，今年预计将增长10%，高于此前预测的5.5%。今年外国游客人数预计将达到3350万，低于7月份预测的3450万。然而，预计明年国内生产总值增长将放缓至2.0%，出口预计将下降1.5%。与此同时，预计2026年游客人数将反弹至3550万，但仍低于2019年疫情前近4000万游客的记录。去年，东南亚第二大经济体增长了2.5%，落后于地区同行。

Thailand’s economy is expected to grow 2.4% this year, higher than a previous forecast of 2.2%, following a series of government stimulus measures and better-than-expected exports, the finance ministry said on Thursday. Exports, a key driver of Thai growth, are now projected to rise 10% this year, up from an earlier forecast of 5.5%, said Vinit Visessuvanapoom, head of the Finance Ministry’s Fiscal Policy Office, at a press conference, according to Reuters. Foreign tourist arrivals are expected to reach 33.5 million this year, down from a forecast of 34.5 million made in July. However, gross domestic product growth is expected to slow to 2.0% next year, with exports forecast to dip 1.5%. Meanwhile, tourist arrivals are projected to rebound to 35.5 million in 2026, though still below the pre-pandemic record of nearly 40 million visitors in 2019. Last year, Southeast Asia’s second-largest economy grew 2.5%, lagging its regional peers.