加元/瑞郎 (CADCHF) 加自选

周一，标准普尔/多伦多证交所综合指数上涨0.2%，创下30532点的新高，科技和大宗商品生产商的上涨提振了市场。大型股Shopify上涨2.1%，得益于分析师的重新升级和人工智能整合的势头，投资者认为这将扩大该公司的货币化跑道。能源巨头加拿大自然资源公司、帝国石油公司和Cenovus公司股价均上涨1.2%至2.8%，因为石油在第二个交易日延长了采收期。主要矿商Agnico Eagle、Wheaton Precious Metals、Barrick和Franco-Nevada上涨约0.1%至0.7%，因黄金创下新高并支撑大宗商品流动。投资者目前正在等待本周晚些时候的关键劳动力市场数据，这些数据将有助于塑造对加拿大央行政策路径的预期。

The S&P/TSX Composite rose 0.2% to a fresh record of 30,532 on Monday as gains in tech and commodity producers lifted the market. Mega-cap Shopify jumped 2.1% on renewed analyst upgrades and momentum from its AI integrations, which investors see as expanding the company’s monetization runway. Energy giants Canadian Natural Resources, Imperial Oil and Cenovus each added between 1.2% and 2.8% as oil extended its recovery for a second session. Major miners Agnico Eagle, Wheaton Precious Metals, Barrick and Franco-Nevada rose roughly 0.1% to 0.7% as gold hit new highs and supported commodity flows. Investors are now awaiting key labour market data later this week that will help shape expectations for the Bank of Canada’s policy path.

周一，标准普尔/多伦多证交所综合指数上涨约0.6%，首次突破30650点，科技和大宗商品生产商的涨幅带动市场走高。大型股Shopify上涨超过4%，得益于分析师的重新升级和人工智能整合的势头，交易员认为这将加强该公司的货币化跑道。在其他地方，主要矿商Agnico Eagle、Wheaton Precious Metals、Barrick和Franco Nevada上涨约0.8%至3.2%，金价创下新高，支撑大宗商品行业流动。与此同时，投资者正在等待本周晚些时候的关键劳动力市场数据，这些数据将有助于塑造对加拿大央行政策路径的预期。

The S&P/TSX Composite rose about 0.6% to trade above 30,650 for the first time on Monday as gains in tech and commodity producers led the market higher. Mega cap Shopify jumped more than 4% on renewed analyst upgrades and momentum from its AI integrations, which traders see as bolstering the company’s monetization runway. Elsewhere, major miners Agnico Eagle, Wheaton Precious Metals, Barrick and Franco-Nevada added roughly 0.8% to 3.2% as gold pressed to fresh highs, supporting commodity sector flows. Meanwhile, investors are now awaiting key labour market data later this week that will help shape expectations for the Bank of Canada’s policy path.

2025年9月，瑞士的非季节性调整失业率稳定在2.8%，保持在4月以来的最高水平。失业人数比上月增加了1.1万人，达到13.32万人。衡量15至24岁求职者的青年失业率保持在3.2%，为2021年3月以来的最高水平，青年失业人数仅增加了2千人，达到13.9千人。与此同时，报告的职位空缺数量下降了0.5万个，至3.74万个。经季节性调整后，9月份失业率从上月的2.9%上升至3.0%。

Switzerland’s non-seasonally adjusted unemployment rate was steady at 2.8% in September 2025, remaining at its highest level since April. The number of unemployed persons increased by 1.1 thousand from a month earlier to 133.2 thousand. The youth unemployment rate, measuring job-seekers between 15 and 24 years old, remained at 3.2%, its highest level since March 2021, with the number of young unemployed rising by only 0.2 thousand to 13.9 thousand. Meanwhile, the number of reported job vacancies dropped by 0.5 thousand to 37.4 thousand. On a seasonally adjusted basis, the unemployment rate ticked up to 3.0% in September from 2.9% in the previous month.

标准普尔/多伦多证交所综合指数周五上涨1%，收于创纪录的30472点，使多伦多证交所本周上涨2.4%，科技和大宗商品生产商领涨，而美联储近期降息的希望超过了对美国政府关门的担忧。大型股Shopify上涨6.5%，此前Rothschild Redburn将其目标价从180美元上调至200美元，同时保留买入评级，并将OpenAI的即时结账作为新的货币化杠杆。Constellation Software上涨约3.3%。矿业和能源生产商表现优异，金价创下历史新高，油价在本周大幅下跌后企稳。在数据方面，加拿大制造业采购经理人指数（PMI）仍在收缩，为46.3，连续第十个月低于50不变大关，强化了对宽松政策背景的预期。

The S&P/TSX Composite rose 1% to close at a record 30,472 on Friday, putting the Toronto exchange up 2.4% for the week as tech and commodity producers led the advance while hopes for a near-term Fed rate cut outweighed concerns about a US government shutdown. Mega-cap Shopify jumped 6.5% after Rothschild Redburn raised its price target to $200 from $180 while retaining a Buy rating and citing OpenAI’s Instant Checkout as a fresh monetization lever. Constellation Software added about 3.3%. Miners and energy producers outperformed as gold hit record highs and oil steadied after this week’s sharp selloff. On the data front Canada’s manufacturing PMI remained in contraction at 46.3, the tenth straight month below the 50 no-change mark, reinforcing expectations of a looser policy backdrop.