欧元/港币 (EURHKD) 加自选

法国6月初步CPI上涨0.9%，而预期同比上涨0.7%。法国6月份的通胀率略高，其中最突出的是服务业通胀率本月升至2.4%，高于5月份的2.1%。

France June preliminary CPI +0.9% vs +0.7% y/y expected.French inflation ticks just a little higher in June, with the standout being that services inflation is seen higher at 2.4% on the month - up from 2.1% in May.

法国和西班牙通胀数据今日提上议程。这将是今天晚些时候欧洲贸易经济日历上的主要项目。但除非出现任何意外，否则通胀数据不会对整个夏季的前景产生影响。

French and Spanish inflation data on the agenda today.That will be the main items on the economic calendar in European trading later today. But barring any surprises, the inflation numbers aren't going to make a splash on the outlook through the summer.

CAC 40指数没有变化，在前一天下跌0.8%后，周四稳定在7557点，投资者在以色列和伊朗停火的缓解与美国关税最后期限的谨慎之间取得了平衡。随着以色列和伊朗之间的休战有助于遏制地缘政治风险，面对特朗普政府为避免新关税而设定的7月9日最后期限，投资者的注意力转向了贸易谈判。与此同时，在美国的压力下，北约决定到2035年将国防开支目标提高到GDP的5%，这有利于军事部门的股票，而油价下跌则对能源部门造成了压力。在企业方面，增长和下降之间存在平衡，泰雷兹（+3.0%）和Edenred（+6.8%）等国防类股的积极反应，而家乐福（-7.5%）和EssilorLuxottica（-2.7%）是主要的负面变化。

The CAC 40 registered no variation, closed stable at 7,557 points on Thursday, after falling 0.8% the day before, with investors balancing relief at the ceasefire between Israel and Iran and caution in the face of the US tariff deadline. With the truce between Israel and Iran helping to contain geopolitical risks, investors' focus turned to trade negotiations in the face of the July 9th deadline imposed by the Trump administration for agreements to avoid new tariffs. At the same time, NATO's decision to raise its defense spending target to 5% of GDP by 2035, under pressure from the US, favored stocks in the military sector, while the drop in oil prices weighed on the energy segment. On the corporate front, there was a balance between increases and decreases, with positive reactions from defense stocks such as Thales (+3.0%), and also Edenred (+6.8%), while Carrefour (-7.5%) and EssilorLuxottica (-2.7%) were among the main negative variations.

在法兰克福，DAX指数周四上涨151点，涨幅0.64%。涨幅最大的是莱茵金属公司（6.83%）、乔根公司（2.98%）和空中客车公司（2.66%）。最大的损失来自阿迪达斯（-2.49%）、梅赛德斯-奔驰公司（-1.33%）和大众汽车（-1.32%）。

In Frankfurt, the DAX Index went up by 151 points or 0.64 percent on Thursday. Top gainers were Rheinmetall (6.83%), Qiagen NV (2.98%) and Airbus (2.66%). Biggest losses came from Adidas (-2.49%), Mercedes-Benz AG (-1.33%) and Volkswagen (-1.32%).