汽油 (Gasoline) 加自选

意大利2024年3月的贸易顺差为43.41亿欧元，低于市场预期的47.7亿欧元。这一数据高于上年同期的33.27亿欧元盈余，因为自俄罗斯入侵乌克兰以来，意大利经济的关键商品价格有所回落，限制了外国采购的营业额。进口额较上年下降11.2%，至498.39亿欧元，天然气价格下跌导致其采购额下降35.4%，而原油价格的放缓使进口额下降32.6%。木材和木制品（-14.7%）以及机械和设备（-14.1%）的进口也有所下降。另一方面，受基本金属和金属产品（-19.3%）以及纺织产品（-16.5%）销售额下降的推动，出口下降8.9%，至541.8亿欧元。

Italy posted a trade surplus of EUR 4.341 billion in March of 2024, below market expectations of EUR 4.77 billion. This reading came above a surplus of EUR 3.327 billion from the corresponding period of the previous year, as prices for key commodities for the Italian economy have retreated since the start of Russia’s invasion of Ukraine, limiting turnover in foreign purchases. Imports slumped by 11.2% from the previous year to EUR 49.839 billion, with lower natural gas prices driving their purchasing turnover to slump by 35.4%, while a moderation in crude oil prices lowered imports by 32.6%. Imports also fell for wood & wood products (-14.7%) and machinery & equipment (-14.1%). On the other hand, exports fell by 8.9% to EUR 54.18 billion, driven by lower sales of basic metals & metal products (-19.3%) and textile products (-16.5%).

此外，俄罗斯的财报季仍在继续。轮到Rostelecom和Sovcombank报道了。Rostelecom股价下跌1.1%，此前该公司披露其2024年第一季度净利润较2023年同期下降28%，至125亿卢布。与此同时，Sovcombank下跌3.2%，由于CBR的长期货币立场较高，下调了2024年的收入预测。在上涨方面，该指数受到GLTR（2.5%）、Alrosa（1.5%）、MosEnergo（1.4%）和Surgut（1.2%）的支持。Alrosa在对2023年股息宣布的预期中不断增长。

The ruble-based MOEX Russia index traded above the flatline at 3,480 on Thursday, struggling to break out of sideways trend, with investor's attention shifting to the visit of Russian President Vladimir Putin to China, where he meets with Xi Jinping to discuss issues of energy cooperation and strategic partnership. Additionally, the earnings season continued in Russia. It was Rostelecom and Sovcombank's turn to report. Rostelecom fell by 1.1% after disclosing a 28% decrease in its net profit in Q1 of 2024 to RUB 12.5 billion compared to the same period of 2023. Meanwhile, Sovcombank lost 3.2%, having revised downwards its revenue projections for 2024 due to high-for-longer monetary stance by the CBR. On the side of gains, the index was supported by GLTR (2.5%), Alrosa (1.5%), MosEnergo (1.4%), and Surgut (1.2%). Alrosa was growing in anticipation of dividend announcement for 2023.

周四，富时MIB指数稳定在35350点附近，保持了16年来的高点，并暂停了与其他欧洲市场一致的五天涨势，因为交易员关注企业盈利。埃尼集团是最大的落后者之一，在意大利经济和财政部宣布出售这家石油巨头2.8%的股份后，股价下跌超过2%。Stellantis也拖累该指数，股价下跌近2%。从积极的方面来看，在穆迪将锡耶纳银行的评级上调一级后，该银行上涨了2.5%。其他表现最好的包括Bper Banca（+3.1%）、Snam（+2.3%）和Ferrari（+1.5%）。

The FTSE MIB held steady around the 35,350 mark on Thursday, maintaining 16-year highs and pausing a five-day rally in line with other European markets, as traders focused on corporate earnings. Eni was among the biggest laggards, falling over 2% after the Italian Ministry of Economy and Finance announced the sale of a 2.8% stake in the oil giant. Stellantis also weighed on the index, with shares down nearly 2%. On the positive side, Banca Monte Paschi Siena rose by 2.5% after Moody's upgraded the bank's rating by one level. Other top performers included Bper Banca (+3.1%), Snam (+2.3%), and Ferrari (+1.5%).

CAC 40指数周四下跌0.5%，至8202点，从最近的历史高点回落，投资者密切关注企业动态。在个股中，Stellantis NV跌幅居前，尽管截至2024年3月31日持有2020万美元现金和等价物，且没有长期债务未偿，但报告显示理想动力2024年第一季度净亏损250万美元，跌幅近2%。施耐德电气在宣布任命鲁本·兰内斯为数字电网首席执行官后，股价也下跌了1.3%。雷诺股价紧随其后，下跌了近1%，因为雷诺集团宣布与WeRide合作，在公共交通中商业部署自动驾驶汽车。相反，意法半导体、Publicis、安赛乐米塔尔、Axa和Teleperformance的股价涨幅从0.6%到1.8%不等，表现最好。

The CAC 40 fell 0.5% to 8,202 on Thursday, pulling back from its recent record high, with investors closely monitoring corporate updates. Among individual stocks, Stellantis NV led the decliners, with a nearly 2% fall attributed to reports revealing Ideal Power's Q1 2024 net loss of $2.5 million, despite holding $20.2 million in cash and equivalents as of March 31, 2024, and having no long-term debt outstanding. Schneider Electric also experienced a 1.3% decrease following report of announcing the appointment of Ruben Llanes as Chief Executive Officer of Digital Grid. Renault shares followed suit, declining almost 1%, as the Renault Group announced a partnership with WeRide for the commercial deployment of autonomous vehicles for public transportation. Conversely, shares of STMicroelectronics, Publicis, ArcelorMittal, Axa, and Teleperformance shone as top performers, with increases ranging from 0.6% to 1.8%.