欧元/纽币 (EURNZD) 加自选

周五，富时MIB指数上涨0.7%，收于41693点，本周涨幅4.2%，为2007年以来的最高收盘点位，这得益于市场继续衡量欧洲与美国的贸易前景，本周盈利强劲。Stellantis上涨2.6%，追随欧洲汽车行业的强劲表现。与此同时，Banco BPM在2025年上半年实现创纪录的12.1亿欧元净利润后上涨2.3%，比去年同期增长62%。相反，Unipol在报告业绩基本符合预期后下跌3.3%，至6.22亿欧元。此外，莱昂纳多股价下跌2.6%，以追踪国防部门的损失，有报道称美国将同意俄罗斯停火协议，俄罗斯将保留乌克兰东部被占领土。

The FTSE MIB rose 0.7% to close at 41,693 on Friday, a 4.2% gain on the week for the highest close since 2007, driven by strong earnings throughout the week as markets continued to gauge the European trade outlook with the US. Stellantis gained 2.6% to track the strong performances in the European auto sector. Meanwhile, Banco BPM rose 2.3% following a record net profit of €1.21 billion in the first half of 2025, up 62% from the same period last year. Conversely, Unipol declined 3.3% after reporting results largely in line with expectations, at €622 million. Also, Leonardo dropped 2.6% to track losses for the defense sector amid reports that the US would agree to a Russian ceasefire deal where Russia keeps occupied territories of eastern Ukraine.

在米兰，富时MIB指数周五上涨231点，涨幅0.56%。Banco BPM SPA（2.39%）、意法半导体（2.12%）和联合信贷银行（2.10%）领涨。跌幅最大的是Unipol Gruppo（-3.32%）、Leonardo SpA（-2.55%）和Nexi（-1.39%）。

In Milan, the FTSE MIB Index gained 231 points or 0.56 percent on Friday. Gains were led by Banco BPM SPA (2.39%), STMicroelectronics (2.12%) and UniCredit (2.10%). Biggest losers were Unipol Gruppo (-3.32%), Leonardo SpA (-2.55%) and Nexi (-1.39%).

在巴黎，CAC 40指数周五上涨42点，涨幅0.54%。法国农业信贷银行（3.20%）、安赛乐米塔尔（3.15%）和Stellantis NV（2.52%）领涨。跌幅最大的是维旺迪（-0.98%）、阳狮（-0.76%）和泰雷兹（-0.74%）。

In Paris, the CAC 40 Index rose 42 points or 0.54 percent on Friday. Leading the gains are Credit Agricole (3.20%), ArcelorMittal (3.15%) and Stellantis NV (2.52%). Top losers were Vivendi (-0.98%), Publicis (-0.76%) and Thales (-0.74%).

法兰克福DAX指数周五几乎没有变动，收于24193点，略低于持平点，但本周上涨了3%以上，这得益于第二季度公司业绩普遍乐观。与此同时，投资者继续权衡唐纳德·特朗普征收的关税对更广泛的经济影响，同时关注东欧的地缘政治发展。彭博社报道称，美国和俄罗斯官员正在努力就唐纳德·特朗普总统和弗拉基米尔·普京总统定于下周举行的峰会的领土问题达成协议。在企业方面，慕尼黑再保险的股价下跌了7%，拖累了保险公司，此前该公司下调了2025年的保险收入预测，尽管超过了第二季度的利润预期。从好的方面来看，银行、制药股、芯片制造商和汽车股强劲上涨。在商业新闻中，蒂森克虏伯股东批准剥离其海洋系统海军部门，保留51%的所有权。

The DAX in Frankfurt showed little movement on Friday, closing just below the flatline at 24,193, but gained over 3% for the week, supported by broadly positive Q2 corporate results. Meanwhile, investors continued to weigh the broader economic impact of tariffs imposed by Donald Trump, while keeping an eye on geopolitical developments in Eastern Europe. Bloomberg reported that US and Russian officials are working to reach an agreement on the territories for a summit between Presidents Donald Trump and Vladimir Putin scheduled for next week. On the corporate front, Munich Re’s shares fell 7%, dragging down insurers after the company cut its 2025 insurance revenue forecast despite exceeding Q2 profit expectations. On the upside, banks, pharma stocks, chipmakers and autos advanced firmly. In business news, Thyssenkrupp shareholders approved spinning off its Marine Systems naval division, retaining 51% ownership.