周一，德国DAX指数微涨至24290点左右，在令人鼓舞的贸易消息中，市场普遍乐观。上周末，在特朗普总统和Xi总统下周四在韩国举行会晤之前，美中谈判代表达成了初步贸易框架。据财政部长Scott Bessent称，北京计划推迟对稀有矿物的出口限制，恢复购买美国大豆，并帮助遏制芬太尼危机，以换取华盛顿放弃对中国商品征收100%额外关税的计划。本周，所有人的目光都将聚焦于包括美联储和欧洲央行在内的主要央行的决策。与此同时，大西洋两岸的季度财报季仍在继续。科技股表现优异，西门子能源（+2%）、英飞凌科技（+1.6%）、西门子（+0.6%）和SAP（+0.5%）位居指数榜首。最大的输家是拜尔斯道夫、MTU航空发动机和布伦塔格，各下跌超过1%。
Germany's DAX edged up to around 24,290 on Monday, tracking a general positive sentiment across markets, amid encouraging trade news. Over the weekend, US and Chinese negotiators reached a preliminary trade framework ahead of next Thursday’s meeting between President Trump and President Xi in South Korea. According to Treasury Secretary Scott Bessent, Beijing plans to delay export restrictions on rare minerals, resume US soybean purchases, and help curbing the fentanyl crisis in exchange for Washington waiving the planned 100% additional tariffs on Chinese goods. This week, all eyes will also be on decisions by major central banks, including the Federal Reserve and the ECB. Meanwhile, the quarterly earnings season continues on both sides of the Atlantic. Tech stocks outperformed, with Siemens Energy (+2%), Infineon Technologies (+1.6%), Siemens (+0.6%), and SAP (+0.5%) at the top of the index. The biggest losers were Beiersdorf, MTU Aero Engines, and Brenntag, each down over 1%.
