加元/瑞郎 (CADCHF) 加自选

标准普尔/多伦多证交所综合指数周二上涨0.5%，收于30420点，科技股领涨，抵消了北美利率决定和繁忙的盈利日历之前大宗商品股的疲软。数据中心专家Celestica在上调2025年收入预期并报告第三季度收入和利润高于普遍预期后上涨7.3%，这清楚地表明了外包数据服务需求的弹性。Cameco股价飙升22.9%，因有消息称西屋电气和布鲁克菲尔德将与美国政府合作，计划建造至少800亿美元的新核反应堆，这一发展大大改善了铀的长期需求前景，并使布鲁克菲尔德上涨了1.2%。加拿大最大的石油生产商加拿大天然气公司将于周四发布报告，普遍认为该公司的收入更高，但收益更薄，这有助于解释为什么能源公司的名字喜忧参半。市场预计加拿大央行和美联储本周将降息25个基点，对利率敏感的增长故事仍然是人们关注的焦点。

The S&P/TSX Composite rose 0.5% to close at 30,420 on Tuesday as a tech-led advance offset weakness in commodity names ahead of North American rate decisions and a busy earnings calendar. Data centre specialist Celestica jumped 7.3% after raising its 2025 revenue outlook and reporting Q3 revenue and profit above consensus, a clear signal of resilient demand for outsourced data services. Cameco surged 22.9% on news that Westinghouse Electric and Brookfield will partner with the US government on plans to build at least USD 80 billion of new nuclear reactors, a development that materially improves the long term demand outlook for uranium and lifted Brookfield 1.2%. Canada’s largest oil producer Canadian Natural is due to report on Thursday with consensus models flagging stronger revenue but thinner earnings, which helps explain why energy names were mixed. With markets expecting 25bp cuts from the Bank of Canada and the US Fed this week, rate sensitive growth stories remain in focus.