欧元/丹麦克朗 (EURDKK) 加自选

CAC 40指数周一下跌0.3%，至7800点左右，此前该指数在前一交易日有所停顿，因为在美欧贸易持续发展的情况下，投资者情绪仍然谨慎。美国和欧盟之间的贸易谈判尚未显示出明显的突破，双方都保持着坚定的立场。报道显示，如果美国从8月1日开始对欧洲进口商品征收30%的关税，欧盟正在准备报复性关税。与此同时，由于对美国提高关税可能对欧元区经济产生影响的持续担忧，人们普遍预计欧洲央行将在周四保持利率稳定。在企业方面，Stellantis股价下跌超过1.8%，此前该汽车制造商警告称，预计2025年上半年将出现23亿欧元的净亏损。跌幅最大的包括爱马仕（-0.7%）、空中客车公司（1.4%）和法国巴黎银行（-1.2%）。

The CAC 40 index slid 0.3% to around 7,800 on Monday, following a pause in the previous session, as investor sentiment remained cautious amid ongoing US- EU trade developments. Trade talks between the US and European Union show no clear breakthrough yet, with both sides maintaining firm positions. Reports indicate the EU is preparing retaliatory tariffs should the US impose its planned 30% tariff on European imports starting August 1. Meanwhile, the broader European Central Bank is widely anticipated to keep interest rates steady on Thursday, amid persistent concerns about the possible impact of higher US tariffs on the eurozone economy. On the corporate front, Stellantis dropped over 1.8% after the automaker warned it expects to report a €2.3 billion net loss for the first half of 2025. Top decliners include Hermes (-0.7%), Airbus SE (1.4%), and BNP Paribas (-1.2%).

欧元保持稳定，略高于1.16美元大关，投资者等待欧洲央行的政策决定，并密切关注欧盟-美国贸易发展。预计欧洲央行将在连续八次降息后于周四保持利率不变，政策制定者在美国关税高于预期和欧元走强对欧洲增长和通胀的影响存在不确定性的情况下采取观望态度。与此同时，欧盟特使正准备最早于本周会面，讨论在与美国总统唐纳德·特朗普达成无协议结果的情况下采取的应急措施，特朗普的关税立场似乎在8月1日的最后期限之前已经强硬。

The euro held steady just above the $1.16 mark as investors awaited the European Central Bank's policy decision and kept a close eye on EU-US trade developments. The ECB is expected to leave interest rates unchanged on Thursday after eight consecutive cuts, with policymakers adopting a wait-and-see approach amid uncertainty over the impact of steeper-than-expected US tariffs and a stronger euro on European growth and inflation. At the same time, EU envoys are preparing to meet as early as this week to discuss contingency measures in case of a no-deal outcome with US President Donald Trump, whose tariff stance appears to have hardened ahead of the August 1 deadline.

富时MIB指数周一早盘下跌0.8%，至39970点左右，本周开始时持谨慎态度，投资者密切关注贸易谈判并消化了新一轮企业收益。美国商务部长霍华德·卢特尼克表示有信心与欧盟达成协议，而据报道，欧盟正在8月1日截止日期前准备一份美国商品报复性关税清单。与此同时，欧洲央行预计将在近一年来首次保持利率不变，因为人们一直担心美国提高关税可能对欧元区经济产生影响。在企业方面，Stellantis股价下跌近2%，此前这家汽车巨头根据初步数据报告了上半年净亏损。其他值得注意的下跌股包括Enel（-3.3%）、Banco BPM（-2.2%）和Leonardo（-1.6%）。

The FTSE MIB fell 0.8% to around 39,970 in early trading on Monday, starting the week on a cautious note as investors monitored trade negotiations and digested a fresh round of corporate earnings. US Commerce Secretary Howard Lutnick expressed confidence that an agreement with the EU can be reached, while the bloc is reportedly preparing a list of US goods for retaliatory tariffs ahead of the August 1 deadline. Meanwhile, the European Central Bank is expected to leave interest rates unchanged for the first time in nearly a year, amid persistent concerns about the possible impact of higher US tariffs on the eurozone economy. On the corporate front, Stellantis shares dropped nearly 2% after the auto giant reported a first-half net loss based on preliminary figures. Other notable decliners included Enel (-3.3%), Banco BPM (-2.2%), and Leonardo (-1.6%).

欧洲股市本周开盘谨慎，STOXX 50和STOXX 600均徘徊在平线附近，投资者密切关注持续的贸易发展，消化新一波企业盈利。欧盟和美国之间的贸易谈判尚未取得突破。虽然谈判仍在进行中，但有报道称，如果在美国从8月1日起对欧洲进口商品征收30%的关税之前未能达成协议，欧盟正在准备采取报复措施。在企业方面，Stellantis股价下跌近1.7%，此前该汽车制造商警告称，预计2025年上半年将出现23亿欧元的净亏损。这一消息对更广泛的汽车行业造成了压力，大众（-0.7%）、宝马（-0.5%）、雷诺（-0.2%）和梅赛德斯-奔驰（0.2%）也出现了亏损。相比之下，英国石油公司在宣布新任首席执行官后上涨了0.6%，而瑞安航空公司在报告其第一季度净利润翻了一番多后飙升了5%以上。

European stocks opened the week on a cautious note, with both the STOXX 50 and STOXX 600 hovering near the flatline as investors closely monitor ongoing trade developments and digest a fresh wave of corporate earnings. No breakthrough has yet been achieved in the trade negotiations between the EU and the US. While talks are still underway, reports indicate that the EU is preparing retaliatory measures should an agreement fail to materialize before the US imposes a 30% tariff on European imports from August 1st. On the corporate front, Stellantis shares fell nearly 1.7% after the automaker warned it expects to report a €2.3 billion net loss for the first half of 2025. The announcement weighed on the broader auto sector, with VW (-0.7%), BMW (-0.5%), Renault (-0.2%), and Mercedes-Benz (-0.2%) also posting losses. In contrast, BP rose 0.6% following the announcement of a new CEO, while Ryanair surged over 5% after reporting that its first-quarter net profit more than doubled.