周四，富时MIB指数上涨0.2%，至42447点，市场评估了欧洲利率和贸易的前景。欧洲汽车制造商协会（European Automobile Manufacturers Association）的数据显示，7月份欧洲汽车销量增长5.9%，为一年多来最好的月份，在消费者信心疲软的情况下，为苦苦挣扎的行业提供了提振。欧元区银行贷款增长创两年新高，7月份家庭贷款增长2.4%，企业信贷增长2.8%。在企业方面，法拉利（+0.9%）、Stellantis（+0.6%）、意法半导体（+2.3%）、Moncler（+2.6%）、普睿司曼（+2.7%）和BPER Banca（+1.3%）上涨，而联合信贷（-0.1%）、忠利（-0.4%）下跌。伊利亚特放弃合并计划后，意大利电信股价暴跌8.8%。

The FTSE MIB rose 0.2% to 42,447 on Thursday as markets assessed the outlook of European rates and trade. European car sales jumped 5.9% in July, the best month in over a year, providing a lift to the struggling industry amid weak consumer confidence, according to the European Automobile Manufacturers Association. Growth in eurozone bank lending hit a two-year high, with household loans up 2.4% and corporate credit rising 2.8% in July. On the corporate front, Ferrari (+0.9%), Stellantis (+0.6%), STMicroelectronics (+2.3%), Moncler (+2.6%), Prysmian (+2.7%), and BPER Banca (+1.3%) gained, while Unicredit (-0.1%), Generali (-0.4%) fell. Telecom Italia shares plunged 8.8% after Iliad dropped plans for a merger.

意大利制造业信心指数从7月份的14个月高点87.8微降至2025年8月的87.4，但略高于市场预期的87.2。对生产水平的预期恶化，而对订单的评估有所改善。此外，与上月相比，成品库存有所增加。

The manufacturing confidence index in Italy edged down to 87.4 in August 2025, from a fourteen-month high of 87.8 in July, but slightly above market expectations of 87.2. Expectations for production levels worsened, while assessments of orders improved. Additionally, finished goods inventories are seen to have increased compared to last month.

意大利消费者信心指数从上个月的五个月高点97.2降至2025年8月的96.2，低于市场预期的96.6。情绪的下降是广泛的，该指数的大部分主要组成部分都在不同程度上恶化。个人气候指数从7月份的96.9降至95.9，当前气候指数从99.7降至99.2，未来气候指数从93.9大幅降至92.2。与此同时，消费者对整体经济形势的评价也有所减弱，从上月的98.2降至97.0。

The Italian consumer confidence index fell to 96.2 in August 2025, down from a five-month high of 97.2 in the previous month, and below market expectations of 96.6. The decline in sentiment was broad-based, with most of the index’s main components deteriorating to varying degrees. The personal climate index fell to 95.9 from 96.9 in July, the current climate index slipped to 99.2 from 99.7, and the future climate index declined more sharply to 92.2 from 93.9. Meanwhile, consumers’ assessment of the general economic situation also weakened, falling to 97.0 from 98.2 in the previous month.

周四，富时MIB指数上涨至约42500点，结束了三天的下跌，并追随大多数欧洲同行的涨势。投资者消化了英伟达的最新收益，以了解以人工智能为重点的行业，因为这家美国芯片制造商预测本季度销售额增长超过50%，突显出强劲的人工智能需求。然而，由于数据中心收入低于预期，对中国销售的担忧打压了市场情绪，股价下跌。意大利芯片相关股票上涨，意法半导体上涨近2%，Technoprobe上涨超过1%。其他表现最好的品牌包括奢侈品牌，Moncler和Brunello Cucinelli分别上涨2.8%和2.7%。在数据方面，交易员正在等待8月份的商业和消费者信心报告。

The FTSE MIB rose to around 42,500 on Thursday, halting a three-day decline and tracking gains across most European peers. Investors digested Nvidia's latest earnings for insights on AI-focused sectors, as the US chipmaker forecast over 50% sales growth this quarter, highlighting strong AI demand. However, shares slipped as data center revenue fell short of expectations and concerns over China sales weighed on sentiment. Italian chip-related stocks advanced, with STMicroelectronics up nearly 2% and Technoprobe gaining over 1%. Other top performers included luxury names, with Moncler and Brunello Cucinelli rising 2.8% and 2.7%, respectively. On the data front, traders are awaiting August’s business and consumer confidence reports.