荷兰6个月期国债 (Netherlands6MonthBillYield) 加自选

荷兰AEX指数周二下跌0.5%，至914点，触及5月9日以来的最低水平，荷兰政府垮台后政治不确定性加剧。在移民政策分歧促使极右翼领导人Geert Wilders将其政党退出联盟后，执政联盟解体。在经合组织以贸易紧张局势升级的影响为由下调了2025年和2026年的预测后，全球增长担忧再次出现，加剧了看跌情绪。在欧洲央行周四做出政策决定之前，投资者也变得谨慎。人们普遍预计，欧洲央行将降息25个基点，并在评估美国近期关税和通胀动态的影响时，标志着其宽松周期的暂停。在企业方面，包括安赛乐米塔尔、NN集团、ING、ASML控股、任仕达和飞利浦在内的荷兰主要股票均下跌了1%至2%，导致该指数下跌。

The Dutch AEX index fell 0.5% to 914 points on Tuesday, hitting its lowest level since May 9, as political uncertainty intensified following the collapse of the Dutch government. The ruling coalition unraveled after disagreements over immigration policy prompted far-right leader Geert Wilders to pull his party out of the alliance. Adding to the bearish sentiment, global growth concerns resurfaced after the OECD cut its forecasts for 2025 and 2026, citing the impact of escalating trade tensions. Investors also turned cautious ahead of the European Central Bank’s policy decision on Thursday. The ECB is widely expected to cut interest rates by 25 basis points and signal a pause in its easing cycle as it assesses the impact of recent US tariffs and inflation dynamics. On the corporate front, major Dutch stocks including ArcelorMittal, NN Group, ING, ASML Holding, Randstad, and Philips all declined between 1% and 2%, contributing to the index’s drop.