欧元兑美元汇率跌至1.15美元，为7月下旬以来的最低水平，投资者评估了欧洲央行官员的言论及其对央行政策前景的影响。欧洲央行政策制定者François Villeroy de Galhau表示，该行的货币立场处于有利地位，但如果风险加剧，可能会进行调整。他的评论是在欧洲央行决定连续第三次保持利率稳定之后发表的，拉加德总统指出，政策“处于良好状态”，并表示在6月份降息8个基点后，进一步宽松的意愿有限。其他政策制定者主张对利率保持耐心，这表明他们对当前的政策立场充满信心。早些时候的数据显示，欧元区通胀率降至略高于欧洲央行2%的目标，而第三季度GDP增长超出预期，10月份的商业调查显示市场情绪有所改善。与此同时，随着交易员减少对美联储进一步降息的押注，美元走强。

The euro eased toward $1.15, its weakest level since late July, as investors assessed remarks from ECB officials and their implications for the central bank’s policy outlook. ECB policymaker François Villeroy de Galhau said the bank’s monetary stance is well positioned but could adjust if risks intensify. His comments followed the ECB’s decision to hold interest rates steady for a third straight meeting, with President Lagarde noting that policy is “in a good place” and signaling limited appetite for further easing after eight quarter-point cuts through June. Other policymakers advocated patience on interest rates, signaling confidence in the current policy stance. Earlier data showed Eurozone inflation cooled to just above the ECB’s 2% target, while third-quarter GDP growth exceeded expectations and October business surveys indicated improving sentiment. Meanwhile, the US dollar strengthened as traders scaled back bets on additional Federal Reserve rate cuts.

欧元兑美元跌至1.15，为2025年8月以来的最低水平。在过去的4周里，欧元兑美元下跌了1.56%，在过去的12个月里，它上涨了6.56%。

EURUSD decreased to 1.15, the lowest since August 2025. Over the past 4 weeks, Euro US Dollar lost 1.56%, and in the last 12 months, it increased 6.56%.

周四，斯托克50指数和斯托克600指数均下跌0.5%，投资者权衡了央行行动、企业盈利和好坏参半的经济数据。欧洲央行连续第三次会议保持利率不变，指出通胀前景大致保持稳定，而美联储再次降息，但警告称，12月的进一步宽松政策并非板上钉钉。在数据方面，欧元区第三季度GDP增长0.2%，超出预期，尽管主要经济体的表现参差不齐，法国和西班牙增长强劲，而德国和意大利则停滞不前。在企业中，施耐德电气下跌4.3%，尽管第三季度收入有所增加，并证实了其2025年的前景，因为有机增长和利润率有望提高到该区间的下半部分。桑坦德银行股价下跌3.5%，每股收益略有下降，西班牙对外银行股价下跌1.9%，利润下降。荷兰国际集团股价飙升5.5%，净利润高于预期，而空中客车公司股价上涨3.2%，报告第三季度业绩稳健，并保持了2025年的预期。

Both the STOXX 50 and STOXX 600 were down 0.5% on Thursday, as investors weighed central bank actions, corporate earnings, and mixed economic data. The ECB kept rates unchanged for a third consecutive meeting, noting that the inflation outlook remains broadly stable, while the Fed cut rates again but cautioned that further easing in December is not guaranteed. On the data front, Eurozone GDP grew 0.2% in Q3, exceeding expectations, though performance across major economies was uneven, with France and Spain posting strong growth, while Germany and Italy stagnated. Among corporates, Schneider Electric fell 4.3% despite higher Q3 revenues and confirming its 2025 outlook, as organic growth and margin improvements are expected toward the lower half of the range. Banco Santander dropped 3.5% on slightly missed EPS, and BBVA fell 1.9% on lower profits. ING surged 5.5% with net profit above expectations, while Airbus gained 3.2%, reporting a solid Q3 and maintaining its 2025 guidance.

欧元继续下跌至1.15美元，为7月以来的最低水平，受到美元普遍走强的压力，因为投资者正在关注欧洲央行和美联储的货币政策方向。欧洲央行如预期的那样连续第三次保持利率不变，并指出通胀前景总体保持稳定，经济继续增长，前景仍不确定。与前几个月一样，政策制定者重申了他们对货币政策采取“数据依赖、逐个会议的方法”的承诺。市场普遍预计欧洲央行今年不会采取进一步行动。在数据方面，欧元区经济在第三季度增长了0.2%，超过了0.1%的预期，而失业率仍接近历史最低水平。通胀趋势喜忧参半，德国物价放缓，但西班牙通胀上升。与此同时，美联储10月份如预期般降息25个基点，但主席鲍威尔对进一步宽松政策表示谨慎，强调12月降息并非板上钉钉。

The Euro continued its decline to $1.15, the lowest level since July, pressured by broad dollar strength as investors monitor the monetary policy direction from both the ECB and the Fed. The ECB left interest rates unchanged for a third consecutive meeting as expected and noted that the inflation outlook remains broadly stable, the economy continues to grow and the outlook remains uncertain. As in previous months, policymakers reiterated their commitment to a “data-dependent, meeting-by-meeting approach” to monetary policy. Markets largely expect no further ECB moves this year. On the data front, the Eurozone economy expanded 0.2% in Q3, surpassing expectations of 0.1%, while unemployment remained near record lows. Inflation trends were mixed, with slowing prices in Germany but rising inflation in Spain. Meanwhile, the Fed cut rates by 25bps in October as expected, but Chair Powell sounded cautious on further easing, emphasizing that a December rate cut is not a foregone conclusion.