土耳其里拉/南非兰特 (TRYZAR) 加自选

恒生指数周五下跌462点，跌幅1.7%，收于26290点，连续第五个交易日下跌，触及两周低点。科技股领跌，跌幅超过3%，此前中国收紧了稀土出口管制，并加大了芯片进口限制的执行力度，以遏制对英伟达人工智能处理器等美国产品的依赖。消费类股也下跌了约2.7%，因为投资者在下周中国9月的关键数据（包括贸易、CPI/PPI和信贷数据）公布前变得焦虑。主要落后者包括中金矿业（-7.4%）、中芯国际（-7.2%）、中国虹桥（-5.9%）、快手科技（-5.4%）和腾讯（-3.6%）。尽管如此，华尔街最近创下的历史新高和10月底美联储降息的持续押注缓冲了损失。与此同时，对大陆股市的情绪保持乐观，中国基准股指在黄金周休市后徘徊在十年高点之上。本周，恒生指数下跌3.1%，扭转了前一时期的涨幅。

The Hang Seng tumbled 462 points, or 1.7%, to close at 26,290 on Friday, extending losses for the fifth straight session and hitting a two-week low. Tech shares led the slump, down over 3%, after China tightened rare earth export controls and stepped up enforcement of chip import restrictions to curb reliance on U.S. products such as Nvidia’s AI processors. Consumer stocks also lost about 2.7%, as investors turned anxious ahead of key Chinese data for September next week, including trade, CPI/PPI, and credit figures. Major laggards included Zhojin Mining (-7.4%), SMIC (-7.2%), China Hongqiao (-5.9%), Kuaishou Tech (-5.4%), and Tencent (-3.6%). Still, losses were cushioned by Wall Street’s recent record highs and continued bets for a Fed rate cut in late October. Meantime, sentiment toward mainland stocks stayed upbeat, with Chinese benchmarks hovering over decade highs after the Golden Week break. For the week, the Hang Seng fell 3.1%, reversing gains from the previous period.

保加利亚的建筑产量在上个月下调5.4%后，于2025年8月同比增长5.9%。这一改善主要是由于建筑施工（7月份为5.2%对4.5%）和专业建筑活动（8.6%对7.6%）的快速增长。与此同时，土木工程放缓（3.3%对3.7%）。经季节性调整的月度数据显示，8月份建筑业产出增长1.5%，从上一时期向下修正的0.4%的下降中反弹。

Construction output in Bulgaria grew by 5.9% year-on-year in August 2025, following a downwardly revised 5.4% in the previous month. The improvement was mainly driven by faster growth in building construction (5.2% vs 4.5% in July) and specialized construction activities (8.6% vs 7.6%). Meanwhile, civil engineering works decelerated (3.3% vs 3.7%). On a seasonally adjusted monthly basis, construction output rose by 1.5% in August, rebounding from a downwardly revised 0.4% decline in the preceding period.

欧洲央行的哈萨克人：欧洲央行2%的利率是合适的。欧洲央行的哈萨克人：欧洲央行2%的利率是合适的

ECB's Kazaks: ECB rate at 2% is appropriate.ECB's Kazaks: ECB rate at 2% is appropriate

2025年8月，保加利亚的工业生产同比下降8.7%，比上个月向上修正的8.4%下降幅度进一步下滑。这标志着工业活动连续第九个月下降，也是自4月以来的最大跌幅，这是由于所有行业的大幅下降。电力、天然气、蒸汽和空调（7月份为-30.8%对-35%）和制造业（-4.6%对-3.5%）的产出继续下降，而采矿和采石业在上个月增长2.1%后下跌了6.9%。经季节性调整的月度数据显示，8月份工业活动下降0.1%，与前一时期持平。

Industrial production in Bulgaria dropped by 8.7% year-on-year in August 2025, slipping further from an upwardly revised 8.4% fall in the previous month. This marked the ninth consecutive month of decline in industrial activity and sharpest since April, driven by significant decreases in all the sectors. Output continued to decline for electricity, gas, steam, and air-conditioning (-30.8% vs -35% in July) and manufacturing (-4.6% vs -3.5%), while mining and quarrying tumbled by 6.9%, after a 2.1% increase in the prior month. On a seasonally adjusted monthly basis, industrial activity fell by 0.1% in August, the same pace as in the preceding period.