Salesforce Inc (CRM) 加自选

天然气价格预测：牛市楔形突破面临20天移动平均线。天然气突破了看涨楔形，达到2.91美元，但在确认更强劲的看涨转变之前，面临2.92美元和20天移动平均线的关键阻力。

Natural Gas Price Forecast: Bullish Wedge Breakout Faces 20-Day Moving Average.Natural gas broke out of a bullish wedge, reaching $2.91, but faces key resistance at $2.92 and the 20-Day moving average before confirming a stronger bullish shift.

周三，Ibovespa指数上涨1%，收于139206点，为7月8日以来的最高水平，因为国内宏观背景更加坚定，政策信号更加明确，再加上支持性的企业流动，降低了巴西现金流的股权折价。巴西的月中通胀数据有所缓解，8月份12个月的IPCA-15放缓至4.95%，标志着在实现央行目标方面取得了进展，缓解了当前的通胀担忧，并软化了长期收紧政策的理由。央行行长加利波罗（Gabriel Galípolo）保证市场和外汇机制运行平稳，并承诺保持警惕，这有助于消除政策的不确定性，并使投资者能够在更稳定的货币路径上定价。在企业方面，主要银行是涨幅最大的银行之一，巴西银行上涨1.2%，桑坦德银行上涨0.9%，伊塔乌萨银行上涨1.4%，而Rede D'Or São Luiz（1.8%）和Companhia Saneamento（2.6%）领涨。

The Ibovespa rose 1% to close at 139,206 on Wednesday, its highest level since July 8th, as a firmer domestic macro backdrop and clearer policy signals, coupled with supportive corporate flows, reduced the equity discount on Brazilian cash flows. Brazil’s mid-month inflation print eased, with the 12-month IPCA-15 slowing to 4.95% in August, marking progress toward the central bank’s target, easing immediate inflation concerns, and softening the case for prolonged policy tightening. Central Bank President Gabriel Galípolo’s assurance that markets and the FX mechanism are functioning smoothly, alongside his pledge of vigilance, helped dispel policy uncertainty and allowed investors to price in a steadier monetary path. On the corporate side, major banks were among the top gainers, with Banco do Brasil up 1.2%, Santander 0.9%, and Itaúsa 1.4%, while Rede D'Or São Luiz (1.8%) and Companhia Saneamento (2.6%) led the advance.

美国股市周三收高，投资者等待Nvidia备受关注的盈利报告，该报告被视为人工智能驱动的市场反弹的关键指标。标普500指数和纳斯达克指数均上涨0.2%，标普500创下历史新高，道琼斯指数上涨146点。英伟达股价持平，尽管期权信号显示其市值可能出现2600亿美元的波动。这家芯片制造商预计将实现49%的盈利增长和53%的收入同比增长，尽管它警告称，美国对中国的贸易限制将产生80亿美元的影响。在其他地方，MongoDB和Okta均上涨了38%，均超过了预期，这得益于与人工智能相关的强劲需求，在Nvidia业绩公布之前提振了市场情绪。凭借4万亿美元的市值和标普500指数中最大的权重，英伟达的收益被视为更广泛牛市的关键时刻。另外，Cracker Barrel股价上涨8%，此前该公司宣布将在客户强烈反对和特朗普总统的批评下放弃其新标志。

US stocks finished higher on Wednesday as investors awaited Nvidia’s closely watched earnings report, viewed as a key indicator for the AI-driven market rally. The S&P 500 and Nasdaq each rose 0.2%, with the S&P 500 hitting a new record while the Dow added 146 points. Nvidia shares were flat, despite options signaling a potential $260 billion swing in market value. The chipmaker is expected to post 49% earnings growth and 53% revenue growth year-over-year, though it warned of an $8 billion impact from US trade restrictions on China. Elsewhere, MongoDB surged 38% and Okta rose 1.6% after both topped forecasts, driven by strong AI-related demand that lifted sentiment ahead of Nvidia’s results. With a $4 trillion market capitalization and the largest S&P 500 weighting, Nvidia’s earnings are seen as a pivotal moment for the broader bull market. Separately, Cracker Barrel jumped 8% after announcing it would drop its new logo following customer backlash and criticism from President Trump.

标准普尔/多伦多证交所综合指数周三上涨0.3%，收于28433点，创下历史新高，该指数最大的成分股加拿大皇家银行（Royal Bank of Canada）表现强劲，带动金融板块，而能源生产商也表现出色。加拿大皇家银行股价上涨5.1%，此前该行报告拨备8.81亿加元，而伦敦证交所的普遍预期接近10.7亿加元，调整后每股收益为3.84加元，财富和资本市场收入增加，释放了资本，提高了投资者的兴趣。相比之下，加拿大国家银行在其资本市场收入低于预期后下跌了3.8%，促使该银行迅速重新评估其特许经营权，并给该集团带来了压力。在其他地方，重量级能源生产商加拿大自然资源公司、森科尔公司、帝国石油公司和Cenovus因油价上涨而上涨1.1%至2.4%。

The S&P/TSX Composite rose 0.3% to close at a fresh record high of 28,433 on Wednesday, as Royal Bank of Canada, the index’s largest component, delivered an outsized beat that carried the financials sector, while energy producers also outperformed. RBC jumped 5.1% after reporting provisions of C$881 million versus an LSEG consensus near C$1.07 billion and adjusted earnings of C$3.84 per share, with stronger wealth and capital markets income freeing capital and lifting investor appetite. By contrast National Bank of Canada fell 3.8% after its capital markets revenue missed forecasts, prompting a swift reappraisal of that franchise and weighing on the group. Elsewhere, heavyweight energy producers Canadian Natural Resources, Suncor, Imperial Oil, and Cenovus added between 1.1% and 2.4% on higher oil prices.