周一,富时MIB指数收平,收于40432点,抹去了早盘涨幅,但在美国与欧盟达成贸易协议后,其表现优于其他欧洲股市。欧盟同意对其对美国的出口征收15%的关税,并承诺增加对美国的投资,以缓解美国征收30%关税的威胁。该关税适用于汽车、药品和半导体等欧盟主要出口产品,但豁免飞机零部件、特定化学品和农产品。意法半导体(STMicroelectronics)收盘上涨2.7%,追随芯片行业的强劲表现,这得益于半导体不会受到华盛顿更激进关税的影响。银行股也收高,BPER Banca和Banco BPM上涨近2%。反过来,Leonardo下跌2.9%,因为美国国防合同可能会在欧盟的投资承诺后受到青睐,而汽车则受到贸易壁垒的进一步惩罚,Iveco和Stellantis分别下跌4%和2.7%。
The FTSE MIB closed flat at 40,432 on Monday, erasing early gains but outperforming other European equities following the US–EU trade deal. The EU agreed to 15% tariffs on their exports to the US and pledges of added investment in the US, to alleviate the US threat of 30% levies. The tariff applies to key EU exports like autos, pharmaceuticals, and semiconductors, but exempt aircraft parts, select chemicals, and agricultural goods. STMicroelectronics closed 2.7% higher to track the strong session for the chip sector, supported by relief that semiconductors would not be subject to more aggressive tariffs by Washington. Banks also closed higher with BPER Banca and Banco BPM adding close to 2%. In turn, Leonardo fell 2.9% as US defense contracts might be favored following the EU's investment pledge, while autos were further punished by trade barriers with Iveco and Stellantis dropping 4% and 2.7%, respectively.