FETUSD (FETUSD) 加自选

欧洲股市收盘大多走高，延续了本周的积极势头，医疗保健和奢侈品牌走强。欧元区STOXX 50指数微涨至5651点，泛欧STOXX 600指数上涨0.5%至570点，均创历史新高。赛诺菲、诺和诺德、默克和加州大学伯克利分校的股价上涨了2%以上，在美国总统政府表示对药品的关税可能没有人们担心的那么激进，同时允许患者通过一个新的联邦网站购买折扣处方药后，本周继续上涨。奢侈品巨头也走高，因为市场在黄金周期间评估了中国的消费情况，LVMH、开云和爱马仕的消费增长在4%至1%之间。新的行业联盟进一步支撑了市场情绪——日立与OpenAI合作，富士通与Nvidia合作。然而，科技板块在前一交易日强劲反弹后，难以守住涨幅。

European stocks closed mostly higher to extend the positive momentum this week on strength in healthcare and luxury brands. The Eurozone's STOXX 50 inched higher to 5,651 and the pan-European STOXX 600 rose 0.5% to 570, both at record highs. Sanofi, Novo Nordisk, Merck, and UCB rose more than 2%, extending their surge this week after the US Presidential Administration signaled that tariffs on pharmaceutical goods may be less aggressive than feared, while allowing patients to buy discounted prescription drugs through a new federal website. Luxury giants were also higher as markets assessed consumption in China during their golden week, with LVMH, Kering, and Hermes adding between 4% and 1%. Sentiment was further underpinned by fresh industry alliances—Hitachi teaming up with OpenAI and Fujitsu partnering with Nvidia. The tech sector however, struggled to hold onto gains after a strong rally in the previous session.

周五，富时MIB指数上涨0.4%，收于43258点，得益于积极的企业消息和大多数重量级银行的上涨。由于市场继续评估其并购前景，Banco BPM上涨1.5%，而联合圣保罗银行和联合信贷银行各上涨0.6%。另一方面，MPS（-0.9%）和Mediobanca（-0.6%）下降。忠利石油捷克分公司在第二季度将其持有的埃克森美孚股份削减25.2%后，股价有所回落。此外，Stellantis因强劲的车辆登记数据而上涨2%，TIM在宣布了一项到2027年扩大ICT基础设施的10亿欧元投资计划后上涨2.6%，Banca Akros重申了“买入”评级，并将目标价格提高到0.52欧元。在数据方面，意大利服务业采购经理人指数升至52.5，超过预期，达到5月以来的最高水平，而综合采购经理人指数保持在51.7，表明第三季度增长温和。

The FTSE MIB gained 0.4% to close at 43,258 on Friday on support from positive corporate news and gains for a majority of heavyweight banks. Banco BPM jumped 1.5% as markets continued to assessed its M&A outlook, while Intesa Sanpaolo and UniCredit each rose 0.6%. On the other hand, MPS (-0.9%) and Mediobanca (-0.6%) fell. Generali eased after its Czech branch cut its Exxon Mobil stake by 25.2% in Q2. Also, Stellantis extended gains with a 2% jump on strong vehicle registration data, and TIM jumped 2.6% after announcing a €1 billion investment plan through 2027 to expand ICT infrastructure, with Banca Akros reaffirming a “buy” rating and raising its target price to €0.52. On the data front, the Italian services PMI rose to 52.5, beating forecasts and reaching its highest since May, while the composite PMI held at 51.7, signaling modest Q3 growth.

在伦敦，富时100指数周五上涨59点，涨幅0.62%。Bunzl（3.94%）、施罗德（3.27%）和Natwest（2.65%）领涨。跌幅最大的是Admiral（-1.92%）、葛兰素史克（-1.61%）和Frasers Group（-1.53%）。

In London, the FTSE 100 Index gained 59 points or 0.62 percent on Friday. Gains were led by Bunzl (3.94%), Schroders (3.27%) and Natwest (2.65%). Biggest losers were Admiral (-1.92%), GlaxoSmithKline (-1.61%) and Frasers Group (-1.53%).

富时100指数周五上涨0.6%，创下历史新高，本周涨幅超过2%，银行和能源股领涨。国民西敏寺银行上涨2.7%，汇丰银行上涨1.7%，巴克莱银行上涨1.4%，而石油巨头壳牌（+1.2%）和英国石油公司（+0.5%）也上涨。阿斯利康上涨超过1%，但葛兰素史克和英美烟草分别下跌1.5%和1%。在企业新闻方面，王子集团宣布计划在伦敦主要市场上市，这对英国的IPO管道起到了推动作用。这家以罐装鱼和Flora和Branston pickle等特许品牌而闻名的食品公司报告称，2024年的收入为21亿英镑，调整后的收益为1.223亿英镑。与此同时，JD Wetherspoon公布利润增长，并报告截至7月的一年销售额同比增长5.1%，势头有所缓解，但仍高于行业平均水平。董事长蒂姆·马丁指出，成本压力，尤其是能源成本压力，可能会影响业绩。在全球范围内，市场继续关注美国政府关门，现在已经是第三天了。

The FTSE 100 rose 0.6% on Friday to a record high, advancing over 2% for the week, led by banks and energy stocks. NatWest jumped 2.7%, HSBC gained 1.7%, and Barclays added 1.4%, while oil majors Shell (+1.2%) and BP (+0.5%) also climbed. AstraZeneca rose over 1%, but GSK and BAT fell 1.5% and 1%, respectively. In corporate news, Princes Group announced plans to list on London’s main market, a boost for the UK’s IPO pipeline. The food company, best known for tinned fish and licensed brands like Flora and Branston pickle, reported 2024 revenues of £2.1 billion and adjusted earnings of £122.3 million. Meanwhile, JD Wetherspoon posted a profit rise and reported like-for-like sales growth of 5.1% in the year to July, with momentum easing but still above industry average. Chairman Tim Martin noted cost pressures, especially from energy, could weigh on results. Globally, markets continued to watch the US government shutdown, now in its third day.