在米兰，富时MIB指数周一上涨983点，涨幅2.29%。涨幅最大的是锡耶纳银行（5.33%）、BPM SPA银行（4.80%）和Mediobanca银行（4.64%）。

In Milan, the FTSE MIB Index went up by 983 points or 2.29 percent on Monday. Top gainers were Banca Monte dei Paschi di Siena (5.33%), Banco BPM SPA (4.80%) and Mediobanca (4.64%).

周一，富时MIB指数上涨2.3%，收于43896点，为2007年4月以来的最高水平，随着对美国政府关门即将结束的乐观情绪日益高涨，该指数追随全球涨幅。美国参议院提出了一项重新开放政府的措施，提高了整个市场的风险偏好。金融股领涨，锡耶纳银行飙升5.5%，联合信贷银行上涨4.1%，BPM银行上涨4.7%，联合圣保罗银行上涨3.5%。Mediobanca在财报公布前上涨4.3%，预计收入和利润将增加。意大利邮政在11月12日发布报告之前上涨了1%，分析师预计收入稳定，盈利更强劲。在公用事业领域，Enel上涨0.4%，而Eni因油价走强上涨1.4%。在汽车制造商中，法拉利上涨1.4%，Stellantis上涨2.4%。Lottomatica在宣布5亿欧元股票回购计划后上涨6.8%。Infrastructure Wireless和Diasorin是唯一下跌的公司。

The FTSE MIB climbed 2.3% to close at 43,896 on Monday, its highest level since April 2007, tracking global gains as optimism grew that the US government shutdown was nearing an end. The US Senate advanced a measure to reopen the government, lifting risk appetite across markets. Financials led the rally, with Banca Monte dei Paschi di Siena surging 5.5%, UniCredit up 4.1%, Banco BPM 4.7%, and Intesa Sanpaolo 3.5%. Mediobanca rose 4.3% ahead of its earnings release, with forecasts pointing to higher revenues and profits. Poste Italiane gained 1% before its November 12 report, where analysts expect stable revenues and stronger earnings. In the utilities sector, Enel added 0.4%, while Eni climbed 1.4% as oil prices strengthened. Among automakers, Ferrari rose 1.4% and Stellantis 2.4%. Lottomatica jumped 6.8% after announcing a €500 million share buyback plan. Infrastrutture Wireless and Diasorin were the only decliners.

意大利10年期英国国债收益率仍略高于3.4%，徘徊在10月中旬以来的最高水平附近，因为投资者在对美国政府可能关门决议的乐观情绪与对欧洲央行和美联储利率政策和意大利财政前景的预期之间取得了平衡。最近的欧元区数据表明，经济具有弹性，通胀符合目标，这表明欧洲央行在可预见的未来可能会保持利率不变，货币市场目前认为，到2026年9月，欧洲央行降息25个基点的可能性约为40%。在大西洋彼岸，在美国数据凸显劳动力市场疲软和消费者信心急剧下降后，对12月美联储降息的预期有所上升。在意大利，议会正在审查政府的预算法案，预计赤字将从2024年的3.4%缩小到2025年的3.0%，这可能使意大利最早在2026年退出欧盟的过度赤字程序。

Italy’s 10-year BTP yield remained slightly above 3.4%, hovering near its highest level since mid-October, as investors balanced optimism over a potential US government shutdown resolution with expectations for ECB and Fed interest rate policy and Italy’s fiscal outlook. Recent Eurozone data pointed to a resilient economy and inflation on target, signaling that the ECB is likely to keep rates unchanged for the foreseeable future, with money markets currently assigning about a 40% probability of a 25bp ECB rate cut by September 2026. Across the Atlantic, expectations for a December Fed rate cut rose after US data highlighted a weakening labor market and a sharp decline in consumer sentiment. In Italy, the government’s budget bill is under review in Parliament, with the deficit projected to narrow to 3.0% in 2025 from 3.4% in 2024, potentially allowing Italy to exit the EU’s excessive deficit procedure as early as 2026.

IT40指数升至43592.00点，为2007年5月以来的最高点。在过去的4周里，意大利股市指数（IT40）上涨了3.33%，在过去的12个月里，它上涨了26.87%。

IT40 increased to 43592.00 Index Points, the highest since May 2007. Over the past 4 weeks, Italy Stock Market Index (IT40) gained 3.33%, and in the last 12 months, it increased 26.87%.