UMAUSD (UMAUSD) 加自选

周五，Ibovespa指数上涨0.2%，收于144201点，这得益于积极的公司消息和大宗商品生产商的强势，尽管私营部门活动的急剧收缩推高了人们对鸽派央行的预期。巴西航空工业公司股价上涨1.9%，此前该公司报告第三季度交付62架飞机，高于去年同期的59架，商用飞机交付量增长25%，达到八年来第三季度的最高水平。WEG股价上涨0.9%，因其加速向欧洲电动汽车充电市场扩张，并预计明年初当地电池充电器的销量。Suzano Papel e Celulose、Raia Drogasil和TOTVS也表现出色，分别上涨1.1%、3.8%和1.9%。标准普尔全球巴西综合采购经理人指数从8月份的48.8降至9月份的46.0，为近四年半来最快的恶化，突显出新订单、产出和服务活动普遍放缓，并强化了对宽松政策的押注。

The Ibovespa rose 0.2% to close at 144,201 on Friday on positive company news and strength among commodity producers even as a sharp contraction in private sector activity pushed expectations for a dovish Central Bank. Embraer gained 1.9% after reporting 62 aircraft deliveries in the third quarter, up from 59 a year earlier, with commercial plane deliveries up 25% to their strongest third-quarter level in eight years. WEG advanced 0.9% as it accelerates expansion into Europe’s EV charging market and expects local battery charger sales early next year. Suzano Papel e Celulose, Raia Drogasil and TOTVS also outperformed, adding 1.1%, 3.8% and 1.9% respectively. S&P Global’s composite PMI for Brazil fell to 46.0 in September from 48.8 in August, the fastest deterioration in nearly four and a half years, underscoring a broad slowdown in new orders, output and services activity and reinforcing bets on easier policy.