欧元/南非兰特 (EURZAR) 加自选

德国30年期债券拍卖从之前的3.17%上涨至3.26%。德国30年期债券拍卖从之前的3.17%上涨至3.26%

Germany 30-y Bond Auction up to 3.26% from previous 3.17%.Germany 30-y Bond Auction up to 3.26% from previous 3.17%

周二，欧洲股市连续第二个交易日上涨，从上周触及的三周低点反弹，因为人们越来越乐观地认为美国政府关门可能很快就会结束。斯托克50指数上涨0.5%，至5690点，而斯托克600指数上涨0.7%，至577点。共和党控制的众议院将于周一对参议院批准的一项支出方案进行投票，这可能最快于周三结束美国政府长达41天的停摆记录。该法案将资助大部分政府行动至1月30日，并资助一些机构至9月30日。议长迈克·约翰逊表示，他预计该法案将迅速通过。在个股中，LVMH上涨1.9%，此前彭博社报道称计划于12月在中国开设大型新店并探索进一步扩张，而沃达丰在上调全年收益和现金流预测后上涨了5%以上。其他显著上涨的公司包括阿迪达斯（+2.6%）、诺基亚（+1.8%）、西班牙电信（+1.8%.）和林德（+1.7%.）。

European stocks rose for a second straight session on Tuesday, rebounding from three-week lows hit last week amid growing optimism that the US government shutdown may soon end. The STOXX 50 gained 0.5% to 5,690 points, while the broader STOXX 600 climbed 0.7% to 577 points. The Republican-controlled House is set to vote on a spending package approved by the Senate on Monday, potentially ending the record 41-day US government shutdown as soon as Wednesday. The bill would fund most government operations through January 30 and some agencies through September 30, with Speaker Mike Johnson saying he expects swift passage. Among individual stocks, LVMH rose 1.9% after Bloomberg reported plans to open major new stores in China in December and explore further expansion there, while Vodafone jumped over 5% after upgrading its full-year earnings and cash flow forecast. Other notable gainers included Adidas (+2.6%), Nokia (+1.8%), Telefonica (+1.8%), and Linde (+1.7%).

2025年9月，南非制造业产出同比增长0.3%，从上月1.5%的下降中恢复过来，好于分析师预测的0.3%的下降。这标志着工业增长的第一个月，尽管在连续两个月下降之后，增长非常温和。机动车辆、零部件和配件以及其他运输设备（+7.6%，增加0.5分）和食品饮料部门（+1.8%，增加0.5%）是最大的积极贡献者。电机下降（-7.3%）；木材和木制品、纸张、出版印刷（-5.3%）和基础钢铁、有色金属 产品、金属制品和机械（-1.2%）部分抵消了整体增长。经季节性调整的月度数据显示，工厂产出在上个月上调0.7%后，下降了0.5%。与2025年第二季度相比，2025年第三季度的制造业产量增长了0.1%。

Manufacturing output in South Africa rose by 0.3% year-on-year in September 2025, recovering from a 1.5% decrease in the prior month and better than analysts' estimates of 0.3% fall. This marked the first month of industrial growth, albeit very mild, following two consecutive months of decline. The motor vehicles, parts and accessories, and other transport equipment (+7.6%, adding 0.5 points) and the food and beverages divisions (+1.8%, adding 0.5 points) were the biggest positive contributors. Declines in electrical machinery (-7.3%); wood and wood products, paper, publishing and printing (-5.3%) and basic iron and steel, non-ferrous metal products, metal products and machinery (-1.2%) partly offset the overall increase. On a seasonally adjusted monthly basis, factory output shrank by 0.5%, after an upwardly revised 0.7% increase in the previous month. Manufacturing production rose by 0.1% in the third quarter of 2025 compared with the second quarter of 2025.

2025年11月，欧元区ZEW经济情绪指标较上月上升2.3点，至25点，高于市场预期的23.5点。11月，约62%的受访分析师预计经济活动不会发生变化，31.5%的人预计经济活动会改善，6.5%的人预计会恶化。与此同时，当前经济形势指标上升4.5点至-27.3，通胀预期下降4.4点至-2.7。

The ZEW Indicator of Economic Sentiment for the Euro Area rose by 2.3 points from the prior month to 25 in November 2025, above market estimates of 23.5. In November, about 62% of the surveyed analysts expected no changes in economic activity, 31.5% predicted improvement and 6.5% anticipated a deterioration. In the meantime, the indicator of the current economic situation increased by 4.5 points to -27.3 and inflation expectations went down by 4.4 points to -2.7.