周五，欧洲股市收盘大幅上涨，追随全球股市，有迹象表明，美国可能会选择实施比此前暗示的更温和的关税。欧元区STOXX 50指数上涨1.5%，收于5320点，泛欧STOXX 600指数上涨1.1%，收于543点。美国和中国同意达成一项贸易协议，避免对彼此征收咄咄逼人的关税，这与美国选定的政策制定者对关税的温和言论是一致的。这恰逢欧盟领导人讨论如何就之前的贸易争端与美国达成协议。此外，法国和西班牙的协调通胀加速超过预期，分别达到0.8%和2.2%，但仍然低到足以让欧洲央行继续降息。所有板块均上涨，主要工业板块领涨。西门子和施耐德分别上涨6.5%和3.6%，而宝马、梅赛德斯-奔驰和Stellantis各上涨4.5%以上，为汽车制造商树立了榜样。

European stocks closed sharply higher on Friday, tracking global equities amid signs that the US may opt to impose softer tariffs than previously signaled. The Eurozone's STOXX 50 closed 1.5% higher at 5,320, and the pan-European STOXX 600 added 1.1% to close at 543. The US and China agreed to a trade deal and avoid their aggressive tariffs against each other, consistent with the softer rhetoric on tariffs by selected US policymakers. This coincided with the EU leaders' discussion on how to reach an agreement with the US over their previous trade disputes. In addition, harmonised inflation in both France and Spain accelerated more than expected - to 0.8% and 2.2% respectively - but remained low enough to keep the ECB on track to continue cutting interest rates. Gains took place in all sectors, led by major industrials. Siemens and Schneider jumped 6.5% vs 3.6%, respectively, while BMW, Mercedes Benz, and Stellantis rose over 4.5% each to set the pace for auto manufacturers.

欧元兑美元升至1.17的近4年高点。在过去的4周里，欧元兑美元上涨了3.98%，在过去的12个月里，它上涨了9.61%。

EURUSD increased to a near 4-year high of 1.17. Over the past 4 weeks, Euro US Dollar gained 3.98%, and in the last 12 months, it increased 9.61%.

欧元区的行业信心指数在2025年6月降至-12，为五个月来的最低水平，而5月为-10.4，低于-9.9的预测。订单（-28.2对-24.8）、就业（-6.1对-4.3）和销售价格预期（5.6对7.7）恶化，而生产预期有所改善（1.5对1.6）。

The industry confidence indicator in the Euro Area declined to -12 in June 2025, the lowest in five months, compared to -10.4 in May and worse than forecasts of -9.9. Order books (-28.2 vs -24.8), employment (-6.1 vs -4.3) and selling-price expectations (5.6 vs 7.7) worsened while production expectations improved (1.5 vs 1.6).

2025年6月，欧元区服务业信心指数从上个月修订后的1.8升至2.9，为2月以来的最高水平，明显高于市场预期的1.6，反映出服务业信心略有回升。这一结果与其他调查结果一致，其他调查显示，在欧元区成员国承诺增加投资和对美国贸易壁垒的担忧减弱的支持下，该行业的乐观程度有所提高。前三个月的需求变化有所改善（5月为3.5比1.8），提升了对商业形势的总体评估（0比-1.7）。尽管如此，由于对未来三个月需求的预期减弱（5.4比5.1），企业对未来仍持谨慎态度。

The Euro Area services confidence indicator rose to 2.9 in June of 2025 from a revised 1.8 in the previous month, the highest since February, and firmly above market expectations of 1.6 to reflect a slight recovery in services sentiment. The result was in line with other surveys that see a higher degree of optimism in the sector, supported by pledges of greater investment from Eurozone members and softer concerns of trade barriers with the US. The evolution of demand over the prior three months showed improvement (3.5 vs 1.8 in May), lifting the overall assessment of business situation (0 vs -1.7). Still, firms remained cautious on the future, as expectations of demand over the next three month softened (5.4 vs 5.1).