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巴西Ibovespa周五开盘走低，交易价格低于135000点，连续第二天下跌。大型银行和零售商的股价下跌，但淡水河谷和巴西国家石油公司等大宗商品相关股票上涨。与此同时，交易员消化了美国最新的就业报告和巴西PMI制造业数据。美国4月份的就业创造放缓，但仍超出市场预期，降低了人们对美联储即将降息的预期。在当地，一项新的PMI调查显示，4月份巴西制造业活动继续失去动力，接近停滞。在积极的贸易发展中，中国表示，美国一再表明其愿意就关税进行谈判，北京方面对讨论持开放态度，此举可能会缓解紧张局势。

Brazil's Ibovespa opened lower on Friday, trading below the 135,000 mark, extending losses for the second day. Shares of large banks and retailers were down, but commodity-linked stocks, such as Vale and Petrobras advanced. Meanwhile, traders digested the latest US jobs report and PMI manufacturing data for Brazil. Job creation in the United States slowed in April but still exceeded market expectations, tempering expectations of an imminent interest rate cut by the Federal Reserve. Locally, a new PMI survey indicated that Brazilian manufacturing activity continued to lose momentum in April, edging closer to stagnation. In a positive trade development, China said that the US has repeatedly demonstrated its willingness to negotiate tariffs and that Beijing's doors are open for discussions, in a move that could ease tensions.

标准普尔全球巴西制造业采购经理人指数从上个月的51.8降至2025年4月的50.3，为2023年12月以来的最低水平，表明接近停滞。新订单出现了16个月来的首次下降，由于成本上升和市场不确定性阻碍了销售量，对整体指数造成了压力。虽然产量连续第三个月增长，但由于订单取消、销售额下降和劳动力短缺，扩张速度是迄今为止最慢的。投入成本通胀降至2024年3月以来的最低水平，企业在转嫁成本和提供折扣以促进销售之间交替。展望未来，商品生产商仍持谨慎态度，认为如果增长持续疲软，制造业可能会从停滞转向收缩。订单下降、库存减少和前景黯淡正在动摇信心，使复苏充满不确定性。

The S&P Global Brazil Manufacturing PMI fell to 50.3 in April 2025 from 51.8 the previous month, its lowest level since December 2023, signaling near stagnation. New orders showed their first decline in 16 months, weighing on the overall index as higher costs and market uncertainty hampered the volume of sales. While production rose for the third consecutive month, the expansion was the slowest yet due to order cancellations, lower sales, and labor shortages. The input cost inflation eased to its lowest since March 2024, with companies alternating between passing on costs and offering discounts to boost sales. Looking ahead, goods producers remain cautious that if subdued growth persists, the manufacturing sector could move from stagnation into contraction. Falling orders, shrinking inventories and a gloomy outlook are keeping confidence shaken and making the recovery uncertain.

澳元兑美元上涨至0.65的20周高点。过去4周，澳元兑美元上涨1.9%，过去12个月下跌2.43%。

AUDUSD increased to a 20-week high of 0.65. Over the past 4 weeks, Australian Dollar US Dollar gained 1.9%, and in the last 12 months, it decreased 2.43%.

巴西标准普尔全球制造业采购经理人指数：50.3（4月），此前为51.8。巴西标准普尔全球制造业采购经理人指数：50.3（4月），此前为51.8

Brazil S&P Global Manufacturing PMI: 50.3 (April) vs previous 51.8.Brazil S&P Global Manufacturing PMI: 50.3 (April) vs previous 51.8