活牛 (LiveCattle) 加自选

周三，Ibovespa指数上涨0.2%，收于135441点，从一个月低点反弹，因为巴西利亚在最高联邦法院成功为其IOF增加辩护，支撑了近期财政收入，副总统阿尔克明获得了华盛顿的承诺，在8月之前继续进行双边讨论？特朗普总统提议对巴西出口产品征收50%关税的第一个最后期限，缓解了出口部门的直接担忧。与此同时，6月份美国生产者价格指数意外持平，增强了美联储降息的希望。Ambev领涨，有弹性的场外销售增长2.4%，WEG在报告强劲的海外订单后上涨3.2%，淡水河谷在铁矿石价格稳定后恢复上涨0.2%；巴西国家石油公司因季节性炼油厂维护而下调1.2%，但材料和消费者名称的广泛强势突显了人们对美国货币走弱和可控的国内政策风险的信心。

The Ibovespa rose 0.2% to close at 135,441 on Wednesday, rebounding from a one-month low as Brasília successfully defended its IOF increase in the Supreme Federal Court, shoring up near-term fiscal revenues, and Vice-President Alckmin secured a commitment from Washington to continue bilateral discussions ahead of the August?1st deadline on President Trump’s proposed 50% tariff on Brazilian exports, alleviating immediate export-sector concerns. Meanwhile, an unexpectedly flat US producer-price index in June reinforced hopes of Fed rate cuts. Ambev led gains with a 2.4% jump on resilient off-premise sales, WEG rallied 3.2% after reporting strong overseas order intake, and Vale recovered to end 0.2% higher as iron-ore prices steadied; Petrobras trimmed 1.2% on seasonal refinery maintenance, but broad strength across materials and consumer names underscored confidence in a softer U.S. monetary path and manageable domestic policy risks.