欧元/土耳其里拉 (EURTRY) 加自选

CAC 40指数周五上涨1.8%，收于7691点，在连续两个交易日下跌后反弹，受美国与中国和其他国家贸易谈判取得进展的迹象提振，市场情绪有所改善。特朗普总统宣布，华盛顿和北京已达成协议，加快向美国运送稀土矿物，作为缓解贸易紧张局势的更广泛努力的一部分。与此同时，白宫表示，如果贸易谈判取得足够进展，原计划于7月征收的高额进口关税可能会推迟。越来越多的人猜测美联储的政策可能会变得更加温和，并预计杰罗姆·鲍威尔可能会被取代，这进一步推动了反弹。在法国，初步数据显示，6月份消费者价格意外加速，而生产者价格指数则出现了自2023年11月以来的首次年度上涨。在个股中，施耐德电气（+5.7%）、罗格朗（+4.2%）和开云集团（+3.6%）领涨。本周，CAC 40指数上涨1.8%。

The CAC 40 rose 1.8% to close at 7,691 on Friday, rebounding after two sessions of losses, supported by improved sentiment amid signs of progress in US trade talks with China and others. President Trump announced that Washington and Beijing had reached an agreement to speed up shipments of rare earth minerals to the US, as part of broader efforts to ease trade tensions. At the same time, the White House indicated that the steep import tariffs, originally planned for July, could be postponed if trade negotiations make sufficient progress. The rally was further fueled by growing speculation that Fed policy may turn more dovish, with expectations that Jerome Powell could be replaced. In France, preliminary data showed a surprise acceleration in consumer prices in June, while producer prices posted their first annual increase since November 2023. Among individual stocks, Schneider Electric (+5.7%), Legrand (+4.2%), and Kering (+3.6%) led the gains. For the week, the CAC 40 rose 1.8%.

法兰克福DAX指数进一步上涨，周五收于24033点，上涨约1.6%，为6月9日以来的最高点，与欧洲和全球同行一致。贸易方面的进展支持了此次反弹，包括美中协议和欧洲关税实施的潜在延迟。与此同时，伊朗-以色列停火协议得以维持，外交努力仍在幕后继续，以使德黑兰重返谈判桌。在企业方面，汽车股领涨，涨幅广泛。保时捷以7.6%的涨幅位居榜首，紧随其后的是戴姆勒卡车控股公司、宝马、梅赛德斯-奔驰集团、大陆集团和大众汽车，涨幅在3.9%至6.1%之间。零售商、科技股、医药股和原材料股也稳步上涨。本周，该指数上涨了近3%。

Frankfurt's DAX gained further ground, closing about 1.6% firmer at 24,033 on Friday, its highest since June 9, in line with European and global peers. The rally was supported by progress on the trade front, including the US-China agreement and the potential delay of tariff implementation on Europe. Meanwhile the Iran-Israel truce holds and diplomatic efforts continue behind the scenes to bring Tehran back to the negotiating table. On the corporate front, gains were broad-based, led by autos. Porsche topped the index with a 7.6% surge, followed by Daimler Truck Holding, BMW, Mercedes Benz Group, Continental and Volkswagen, with gains ranging between 3.9% and 6.1%. Retailers, techs, pharma stocks and materials also advanced firmly. For the week, the index advanced nearly 3%.

在米兰，富时MIB指数周五上涨391点，涨幅0.99%。涨幅最大的是普睿司曼（5.53%）、Buzzi Unicem（4.30%）和法拉利NV（3.91%）。跌幅最大的是Amplifon（-7.30%）、Leonardo SpA（-3.24%）和Diasorin（-2.09%）。

In Milan, the FTSE MIB Index rose 391 points or 0.99 percent on Friday. Leading the gains are Prysmian (5.53%), Buzzi Unicem (4.30%) and Ferrari NV (3.91%). Top losers were Amplifon (-7.30%), Leonardo SpA (-3.24%) and Diasorin (-2.09%).

周五，欧洲股市收盘大幅上涨，追随全球股市，有迹象表明，美国可能会选择实施比此前暗示的更温和的关税。欧元区STOXX 50指数上涨1.5%，收于5320点，泛欧STOXX 600指数上涨1.1%，收于543点。美国和中国同意达成一项贸易协议，避免对彼此征收咄咄逼人的关税，这与美国选定的政策制定者对关税的温和言论是一致的。这恰逢欧盟领导人讨论如何就之前的贸易争端与美国达成协议。此外，法国和西班牙的协调通胀加速超过预期，分别达到0.8%和2.2%，但仍然低到足以让欧洲央行继续降息。所有板块均上涨，主要工业板块领涨。西门子和施耐德分别上涨6.5%和3.6%，而宝马、梅赛德斯-奔驰和Stellantis各上涨4.5%以上，为汽车制造商树立了榜样。

European stocks closed sharply higher on Friday, tracking global equities amid signs that the US may opt to impose softer tariffs than previously signaled. The Eurozone's STOXX 50 closed 1.5% higher at 5,320, and the pan-European STOXX 600 added 1.1% to close at 543. The US and China agreed to a trade deal and avoid their aggressive tariffs against each other, consistent with the softer rhetoric on tariffs by selected US policymakers. This coincided with the EU leaders' discussion on how to reach an agreement with the US over their previous trade disputes. In addition, harmonised inflation in both France and Spain accelerated more than expected - to 0.8% and 2.2% respectively - but remained low enough to keep the ECB on track to continue cutting interest rates. Gains took place in all sectors, led by major industrials. Siemens and Schneider jumped 6.5% vs 3.6%, respectively, while BMW, Mercedes Benz, and Stellantis rose over 4.5% each to set the pace for auto manufacturers.