意大利富时MIB指数 (FTSEMIB) 加自选

在米兰，富时MIB指数周一上涨552点，涨幅1.40%。涨幅最大的是Stellantis N.V.（7.88%）、意法半导体（6.72%）和依维柯集团（6.55%）。

In Milan, the FTSE MIB Index went up by 552 points or 1.40 percent on Monday. Top gainers were Stellantis N.V. (7.88%), STMicroelectronics (6.72%) and Iveco Group (6.55%).

意大利10年期英国国债收益率飙升至3.7%，为4月16日以来的最高水平，因为围绕全球贸易谈判的乐观情绪和地缘政治紧张局势的缓解提振了对风险资产的需求。在日内瓦举行富有成效的会谈后，美国和中国达成了为期90天的关税削减协议，标志着上个月加剧的贸易冲突显著缓和。根据该协议，美国对中国商品的关税将从145%降至30%，而中国将把对美国进口商品的关税从125%降至10%。乌克兰总统泽连斯基表示愿意周四在土耳其会见俄罗斯总统普京，而印度和巴基斯坦之间脆弱的停火仍在继续，这增加了积极的势头。与此同时，货币市场预计欧洲央行的存款便利利率将在年底前降至1.75%，恢复到4月中旬的水平，此前欧洲央行表示可能降息以应对美国关税的经济影响。

The yield on Italy’s 10-year BTP surged toward 3.7%, its highest level since April 16, as optimism surrounding global trade negotiations and easing geopolitical tensions bolstered demand for risk assets. The US and China reached a 90-day tariff reduction agreement following productive talks in Geneva, marking a significant de-escalation of the trade conflict that had intensified last month. Under the deal, US tariffs on Chinese goods will decrease from 145% to 30%, while China will cut tariffs on US imports from 125% to 10%. Adding to postive momentum, Ukrainian President Zelenskiy expressed willingness to meet Russian President Putin in Turkey on Thursday, while a fragile ceasefire persists between India and Pakistan. Meanwhile, money markets are pricing in the ECB’s deposit facility rate at 1.75% by year-end, returning to mid-April levels before the ECB signaled potential rate cuts in response to the economic impact of US tariffs.

周一，富时MIB指数飙升至40045左右，达到2007年11月以来的最高水平，投资者为美中之间的重大贸易突破而欢呼。两国同意将关税降低90天，美国将对中国产品的关税从145%降至30%，而中国将对美国进口产品的关税将从125%降至10%。此举提振了投资者的乐观情绪，表明两国都致力于缓解贸易紧张局势，并鼓励转向风险资产。在企业新闻方面，交易员继续评估盈利报告。联合信贷在超过第一季度利润预期后上涨了3%以上，并上调了全年利润预期。其他表现最佳的公司包括意法半导体（+6.1%）、Mediobanca（+3.6%）、泰纳瑞斯（+3.5%）、法拉利（+2.3%）和埃尼（+2%）。

The FTSE MIB soared to around 40,045 on Monday, reaching its highest level since November 2007, as investors cheered a major trade breakthrough between the US and China. Both nations agreed to a 90-day reduction in tariffs, with the US cutting tariffs on Chinese products from 145% to 30%, while China will lower duties on US imports from 125% to 10%. The move boosted investor optimism, signaling both countries’ commitment to easing trade tensions and encouraging a shift toward risk assets. In corporate news, traders continued to assess earnings reports. UniCredit rose more than 3% after exceeding Q1 profit expectations, and raised its full-year profit guidance. Other top performers included STMicroelectronics (+6.1%), Mediobanca (+3.6%), Tenaris (+3.5%), Ferrari (+2.3%), and Eni (+2%).

IT40指数升至39964.00点的17年半高点。在过去的4周里，意大利股市指数（IT40）上涨了14.06%，在过去的12个月里，它上涨了14.68%。

IT40 increased to a 17-1/2-year high of 39964.00 Index Points. Over the past 4 weeks, Italy Stock Market Index (IT40) gained 14.06%, and in the last 12 months, it increased 14.68%.