欧元/澳元 (EURAUD) 加自选

法国-马克龙采取行动任命新总理，因为法国正在远离提前选举。。法国总统埃马纽埃尔·马克龙选择任命新总理，而不是提前举行选举，此举为他的政府在寻求稳定法国政治和财政状况时提供了喘息的空间。

France - Macron moves to appoint new PM as France edges away from snap elections..French President Emmanuel Macron has opted to appoint a new prime minister instead of calling snap elections, a move that gives his administration breathing room as it seeks to steady France's political and fiscal situation.

法国总统马克龙表示，这是在12月31日前制定政府预算的潜在途径。目前，法国的政治动荡对欧元造成了压力。增量好消息是支持性的。

French President Macron says is a potential path to a government budget by December 31.Political turmoil in France is a weight on the euro at present. Incremental good news is supportive.

周三，富时MIB指数上涨1%，收于43484点，受债券收益率下降和乐观企业消息推动，银行股上涨。普睿司曼领涨该指数，此前瑞银将目标价从85欧元上调至105欧元，并重申买入评级，理由是美国关税带来的好处以及对人工智能和数据中心市场的强劲敞口。莱昂纳多在签署了一项新的18亿欧元与ESG挂钩的循环信贷额度后上涨了2.4%，该额度的利润率降低，期限延长至2030年。银行股上涨，Banco BPM上涨2.3%，UniCredit上涨2%。与此同时，汽车行业表现不佳，Stellantis因欧盟新的钢铁关税下跌1.2%，法拉利下跌0.6%。意大利电信股价下跌2.8%，此前意大利采取行动，设定了统一的30%的收购门槛，这可能允许最大投资者意大利邮政（+1.1%）在不触发收购要约的情况下增持股份。

The FTSE MIB climbed 1% to close at 43,484 on Wednesday, supported by bank gains amid lower bond yields and upbeat corporate news. Prysmian led the index after UBS raised its target price to €105 from €85 and reiterated a Buy rating, citing benefits from US tariffs and strong exposure to AI and data center markets. Leonardo added 2.4% after signing a new €1.8 billion ESG-linked revolving credit facility with reduced margins and extended duration to 2030. Banks advanced, with Banco BPM up 2.3% and UniCredit 2%. Meanwhile, autos lagged, with Stellantis down 1.2% on new EU steel tariffs and Ferrari slipping 0.6%. Telecom Italia dropped 2.8% after Italy moved to set a unified 30% takeover bid threshold, potentially allowing top investor Poste Italiane (+1.1%) to raise its stake without triggering a buyout offer.

法兰克福DAX指数周三收于24597点，上涨约0.9%，创历史新高，与欧洲同行持平。欧盟新的贸易措施和遏制钢铁进口的计划提振了市场情绪，尽管德国疲软的数据和法国的政治不确定性限制了上行空间。德国8月份工业产出暴跌4.3%，为2022年3月以来的最大跌幅，远超预期的1%跌幅。与此同时，由于美国政府停摆导致缺乏官方数据，交易员们等待着稍后公布的美联储会议纪要，以获得政策指导。工业、零售商和银行领涨，而汽车和芯片制造商则落后。蒂森克虏伯（Thyssenkrupp）在欧盟钢铁计划中跃升超过5%，Zalando（+5.3%）、西门子能源（+3.3%）和阿迪达斯（+3.3.%）也取得了强劲进展。不利的一面是，宝马在发布盈利预警后下跌了8%以上，并担心更高的钢铁关税可能会提高汽车制造商的成本。梅赛德斯-奔驰集团、保时捷汽车、大众汽车和戴姆勒卡车紧随其后。

Frankfurt's DAX closed about 0.9% firmer at 24,597 on Wednesday, an all-time high, mirroring European peers. Market sentiment was lifted by the EU’s new trade measures and plans to curb steel imports, though weak German data and political uncertainty in France limited the upside. Germany’s industrial output slumped 4.3% in August, the steepest drop since March 2022, far exceeding the expected 1% decline. Meanwhile, traders awaited the Fed minutes due later for policy guidance amid a lack of official data caused by the US government shutdown. Industrials, retailers, and banks led gains, while autos and chipmakers lagged. Thyssenkrupp jumped over 5% on the EU’s steel plan, alongside strong advances in Zalando (+5.3%), Siemens Energy (+3.3%), and Adidas (+3.3%). On the downside, BMW slid more than 8% after a profit warning and concerns that higher steel tariffs could raise costs for automakers. Mercedes-Benz Group, Porsche Automobil, Volkswagen and Daimler Truck followed closely.