欧元/俄罗斯卢布 (EURRUB) 加自选

ICYMI：中国将在2026年实现增长，推出420亿美元的基础设施项目。ICYMI：中国已将2026年的基础设施支出提前到位，公布了首批重大国家项目和一项价值约2950亿元人民币（约合420亿美元）的中央预算投资计划，以在持续的逆风中加快投资势头，支持经济增长。

ICYMI: China front-loads 2026 growth with US$42bn infrastructure project rollout.ICYMI: China has moved to front-load infrastructure spending for 2026, unveiling an early batch of major national projects and a central budget investment plan worth roughly 295 billion yuan (about US$42 billion), in a bid to accelerate investment momentum and support economic growth amid ongoing headwinds.

野村证券警告称，随着补贴政策收紧，中国电动汽车需求将降温。野村证券表示，随着政策支持的逐步收紧，中国电动汽车市场今年可能会面临进一步的需求降温，这给已经在努力应对增长放缓和激烈竞争的制造商增加了压力。

Nomura warns China EV demand to cool as subsidy policy tightens.China's electric-vehicle market is likely to face further demand cooling this year as policy support is gradually tightened, according to Nomura, adding to pressure on manufacturers already grappling with slowing growth and intense competition.

卢比在90度突破后将面临压力；国家债务增加打击债券。印度卢比本周可能仍将面临压力，交易员警告称，超过90美元可能会刺激进口商的美元需求，而政府债券可能会因高于预期的国债供应而下跌。

Rupee set to face pressure after 90-breach; higher state debt to hit bonds.The Indian rupee is likely to remain under pressure this week, with traders warning that a move past 90 could spur dollar demand from importers, while government bonds may fall following higher-than-expected state debt supply.

中国评级狗2025年12月服务业采购经理人指数52.0（预期52.6，之前52.1）。12月，中国服务业继续扩张，但增长速度放缓至六个月来的最低水平，这进一步表明，尽管到2026年市场情绪有所改善，但疫情后的复苏仍然不平衡和脆弱。

China Rating Dog December 2025 Services PMI 52.0 (expected 52.6, prior 52.1).China's services sector continued to expand in December, but the pace of growth slowed to its weakest level in six months, reinforcing signs that the post-pandemic recovery remains uneven and fragile despite improving sentiment toward 2026.