澳元/捷克克朗 (AUDCZK) 加自选

美国股市周四延续涨势，大多数主要板块的广泛上涨抵消了大型科技股的暴跌，因为市场评估了英伟达的主要盈利报告和美联储对即将召开的会议的展望。标准普尔指数和纳斯达克100指数均上涨近0.5%，而道琼斯指数上涨近1.5%，表现优于预期。英伟达第三季度超出预期，但预计收入将放缓，无法达到最雄心勃勃的预期。其股价下跌了1%，而Alphabet（-6%）和亚马逊（-3%）的股价均有所下跌。在其他地方，迪尔公司在盈利超过预期后上涨了约3.5%。另一方面，Palo Alto股价在发布保守指引后下跌约0.5%。PDD控股公司在收入下降后下跌了5%以上。与此同时，劳工数据呈现出喜忧参半的局面，首次申请失业救济人数跌至七个月低点，但未解决的申请人数升至三年高点，表明招聘放缓。

US stocks extended their gains on Thursday with broad increases in most major sectors offsetting slumps among big tech stocks as markets assessed Nvidia’s key earnings report and the Fed’s outlook for the upcoming meetings. The S&P and the Nasdaq 100 rose by close to 0.5% each, while the Dow outperformed with a near 1.5% surge. Nvidia topped expectations for the third quarter but forecasted a slowdown in revenue that failed to keep up with the most ambitious expectations. Its shares dropped by 1%, while Alphabet (-6%) and Amazon (-3%) both weighed. Elsewhere, Deere & Company gained about 3.5% after an earnings beat. On the other hand, shares of Palo Alto lost about 0.5% after issuing a conservative guidance. PDD Holdings sank more than 5% after missing on revenue. Meanwhile, labor data painted a mixed picture as initial unemployment claims slumped to a seven-month low, but outstanding claims rose to a three-year high to signal a slowdown in hiring.

天然气、WTI原油、布伦特原油预测——石油市场测试周高点。油价继续从11月的低点反弹。

Natural Gas, WTI Oil, Brent Oil Forecasts – Oil Markets Test Weekly Highs.Oil prices continue to rebound from November lows.

DAX指数从早盘下跌中恢复，周四收于19146点，上涨0.7%，避免了第五个交易日的下跌，因为大多数行业的上涨抵消了汽车制造商的又一个糟糕日子。在英伟达公布季度业绩后，科技行业录得强劲增长，该公司报告的收益超过了季度预期，但本期的销售预测与一些更乐观的预测不符。SAP上涨2%，Zalando上涨1.2%。反过来，安联和慕尼黑再保险各自上涨近2%，以追踪欧洲保险公司的强劲表现。另一方面，汽车行业面临压力，即保时捷（-1.9%）、宝马（-1.3%）、梅赛德斯-奔驰（-0.8%）和大众（-0.6%）。

The DAX recovered from early losses and closed 0.7% higher at 19,146 on Thursday, preventing a fifth session of losses as gains in most sectors offset another poor day for auto manufacturers. The tech sector recorded strong gains following quarterly results from Nvidia, with the company reporting earnings that surpassed quarterly estimates but sales forecast for the current period didn’t match some of the more optimistic forecasts. SAP added 2% while Zalando added 1.2%. In turn, Allianz and Munich Re each jumped close to 2% to track a strong session for insurers across Europe. On the other hand, the auto sector was under pressure, namely Porsche (-1.9%), BMW (-1.3%), Mercedes-Benz (-0.8%) and VW (-0.6%).

11月下旬，巴西雷亚尔兑美元汇率跌破5.81，达到两周低点，原因是乌克兰-俄罗斯紧张局势升级导致全球避险情绪上升，这推动了对美元等避险资产的需求。在国内，政府旨在减少支出的延迟财政措施的不确定性使投资者对通胀压力和财政不稳定保持警惕。政府曾表示，这些措施将很快公布，但缺乏具体细节增加了人们对巴西财政稳定和长期经济健康的担忧，给雷亚尔带来了压力。

The Brazilian real weakened past 5.81 per USD in late November, reaching a two-week low due to rising global risk aversion amid escalating Ukraine-Russia tensions, which drove demand for safe-haven assets like the dollar. Domestically, uncertainty over the government's delayed fiscal measures, which aim to reduce spending, has kept investors wary of inflationary pressures and fiscal instability. The government had signaled that these measures would be announced soon, but the lack of concrete details has increased concerns about Brazil's fiscal stability and long-term economic health, pressuring the real.