欧元/南非兰特 (EURZAR) 加自选

欧洲股市本周初收高，市场评估了欧元区全球利率和信贷风险的前景。欧元区STOXX 50指数上涨0.9%，至5438点，STOXX 600指数上涨0.4%，至557点。人们普遍预计美联储将恢复降息，降息25个基点。投资者还将关注英格兰银行、日本银行和加拿大银行的政策更新。与此同时，在惠誉以政府债务增加和政治两极分化加剧为由下调其信用评级后，人们的注意力仍然集中在法国及其即将到来的预算中的赤字规模上。在摩根大通宣布该行业将出现实质性上涨后，奢侈品股飙升，而市场评估了阿玛尼被出售给一家企业集团的可能性。LVMH上涨近3%，开云集团上涨超过5.5%。与此同时，在CVC Capital Partners和托克传出收购意向后，Rubis股价飙升7.7%。

European stocks closed firmly higher at the start of the week as markets assessed the outlook on global rates and credit risks in the Eurozone. The Eurozone's STOXX 50 advanced 0.9% to 5,438 and the STOXX 600 added 0.4% to 557. The Federal Reserve is widely expected to resume interest rate cuts with a 25bps reduction. Investors will also be watching policy updates from the Bank of England, the Bank of Japan, and the Bank of Canada. Meanwhile, attention remains on France and the magnitude of deficits in its upcoming budget after Fitch downgraded its credit rating, citing rising government debt and growing political polarization. Luxury stocks surged after JPMorgan announced it sees material upside in the sector, while markets assessed the likelihood of Armani being sold to a conglomerate. LVMH jumped nearly 3% and Kering added over 5.5%. Meanwhile, Rubis soared 7.7% following reports of takeover interest from CVC Capital Partners and Trafigura.