活牛 (LiveCattle) 加自选

周三，Ibovespa指数上涨0.6%，收于142145点，因为国会急于就一项法案进行投票，该法案取代了拟议的IOF上调，保留了激励证券的豁免，并将固定收益的所得税统一为18%。证券交易所运营商B3领涨3.5%，其次是Raia Drogasil上涨3.1%，Vibra上涨2.2%，Ultrapar Participaco飙升5.5%。矿业和钢铁制造商也上涨（淡水河谷0.8%，盖尔道2%）。尽管最近的合同和阿根廷天然气进口支持了中期现金流，但巴西国家石油公司股价下跌了1%。

The Ibovespa rose 0.6% to close at 142,145 on Wednesday as Congress rushed to vote on a bill replacing a proposed IOF hike, preserving exemptions for incentivized securities and unifying income tax on fixed-income at 18%. Stock exchange operator B3 led the rise adding 3.5%, followed by Raia Drogasil up 3.1%, Vibra rising 2.2%, and Ultrapar Participaco surging 5.5%. Miners and steelmakers also advanced (Vale 0.8%, Gerdau 2%). Petrobras slipped 1% despite recent contracts and Argentine gas imports that support medium-term cash flow.

美国股市周三延续纪录，科技股领涨，投资者在政府长期停摆的情况下分析美联储的最新会议纪要，寻找政策线索。标准普尔500指数上涨0.6%，纳斯达克指数上涨1.1%，受人工智能相关大型应用和芯片制造商的强劲推动，道琼斯指数收平。自本周初以来，AMD盘中上涨11.3%，涨幅超过40%，因为市场继续评估这家芯片生产商与OpenAI的交易，在一系列循环交易中，这家ChatGPT制造商的交易额超过1万亿美元。美光公司上涨5.9%，而英伟达、甲骨文和亚马逊各上涨2%以上。与此同时，投资者权衡了联邦公开市场委员会上次会议的纪要，证实该委员会今年将进一步降息以缓解脆弱的劳动力市场，尽管政策制定者仍将面临通胀加剧。与此同时，思科在为数据中心发布新的人工智能芯片方面上涨了2%。相反，消费者防御性股票和银行下跌。

US stocks extended their records on Wednesday, as technology shares led gains and investors parsed the Federal Reserve’s latest meeting minutes for policy clues amid a prolonged government shutdown. The S&P 500 climbed 0.6%, while the Nasdaq advanced 1.1%, buoyed by strength in AI-linked megacaps and chipmakers, while the Dow finished flat. AMD rallied 11.3% on the session to gain over 40% since the start of the week as markets continued to assess the chip-producer’s deal with OpenAI, marking over $1 trillion for the ChatGPT maker in a series of circular deals. Micron jumped 5.9% while Nvidia, Oracle, and Amazon advanced over 2% each. Meanwhile, investors weighed the minutes from the FOMC’s last meeting confirmed that the group sees more rate cuts this year to alleviate a fragile labor market, although policymakers still head to elevated inflation. Meanwhile, Cisco advanced 2% on the release of a new AI chip for datacenters. Conversely, consumer defensive stocks and banks were lower.

周三，标准普尔/多伦多证交所综合指数上涨0.5%，收于30502点以上，创下历史新高，因为矿商和能源股以大宗商品为主的竞购恰逢美国科技股反弹。黄金突破每盎司4000美元，提振了黄金矿商和勘探商，而铜价走强支撑了贱金属生产商和加工商。表现最佳的包括艾芬豪矿业（5.8%）、第一量子（4.4%）、巴里克（2.1%）、阿尼科鹰（2%）和泰克资源（1.4%）。大型股Shopify在昨日回落后反弹3.3%，Celestica飙升7.2%。另外，加拿大官员和白宫之间的会谈为加拿大出口商提供了公平关税待遇的保证，降低了关键的尾部风险，尽管美国对与墨西哥的三边贸易框架的承诺似乎不太确定。

The S&P/TSX Composite rose 0.5% to trade above 30,502 on Wednesday, pushing toward record territory as a commodity-led bid across miners and energy names coincided with a rally in US tech. Gold’s break above $4,000 an ounce lifted gold miners and explorers, while a firmer copper complex underpinned base-metal producers and processors. Top performers included Ivanhoe Mines (5.8%), First Quantum (4.4%), Barrick (2.1%), Agnico Eagle (2%) and Teck Resources (1.4%). Mega-cap Shopify rebounded 3.3% after yesterday’s pullback, and Celestica surged 7.2%. Separately, talks between Canadian officials and the White House produced assurances of fair tariff treatment for Canadian exporters, trimming a key tail risk, although US commitment to the trilateral trade framework with Mexico appeared less certain.

DXY展望：尽管利率押注较低，但由于全球货币疲软，美元仍在攀升。尽管美联储发出降息信号，但美元指数在欧元和日元疲软的支撑下上涨。交易员关注98.714支撑位和99.060突破位。

DXY Outlook: Dollar Climbs Despite Lower Rate Bets, Boosted by Global Currency Weakness.Despite Fed rate cut signals, the U.S. dollar index rises, supported by euro and yen weakness. Traders focus on 98.714 support and 99.060 breakout levels.