欧元/匈牙利福林 (EURHUF) 加自选

在巴黎，CAC 40指数周一下跌42点，跌幅0.53%。领跌的是威立雅（-2.19%）、法国农业信贷银行（-1.87%）和法国巴黎银行（-1.68%）。涨幅最大的是泰雷兹（1.64%）、Unibail-Rodamco（1.07%）和赛诺菲（0.82%）。

In Paris, the CAC 40 Index fell 42 points or 0.53 percent on Monday. Leading the losses are Veolia (-2.19%), Credit Agricole (-1.87%) and BNP Paribas (-1.68%). Top gainers were Thales (1.64%), Unibail Rodamco (1.07%) and Sanofi (0.82%).

周一，欧洲股市收盘小幅下跌，因为在一周可能改变地缘政治背景和全球利率前景的事件发生之前，市场没有买入风险较高的资产。斯托克50指数下跌0.3%，收于5431点，斯托克600指数保持不变，收于554点。美联储主席杰罗姆·鲍威尔可能会在杰克逊霍尔研讨会上就利率前景提供指导，因为疲软的劳动力市场数据加强了联邦公开市场委员会持不同意见者的理由。与此同时，乌克兰总统泽连斯基和欧洲领导人将在华盛顿会见美国总统特朗普，讨论可能的和平协议，因为人们担心基辅可能面临接受有利于莫斯科的条款的压力。银行股领跌企业股，法国巴黎银行和北欧银行各下跌1.5%以上。反过来，维斯塔斯在美国税收抵免体系的有利规定下飙升了15%。诺和诺德股价上涨超过6%，此前直接从该公司购买Wegovy的客户价格减半。

European stocks closed slightly lower on Monday as markets refrained from taking riskier assets ahead of a week of events that are likely to change the geopolitical backdrop and outlook to global rates. The STOXX 50 lost 0.3% to close at 5,431 and the STOXX 600 was unchanged at 554. Federal Reserve Chair Jerome Powell may provide guidance on the interest rate outlook in the Jackson Hole Symposium as softer labor market data strengthened the case for dissenters of the FOMC. Meanwhile, Ukrainian President Zelensky and European leaders were set to meet US President Trump in Washington to discuss a possible peace deal, amid concerns that Kyiv could face pressure to accept terms favoring Moscow. Banks led the losses on the corporate front with BNP Paribas and Nordea each dropping more than 1.5%. In turn, Vestas surged 15% on favorable rules in the US tax credit system. Novo Nordisk gained over 6% after halving the price of Wegovy for customers who purchase it directly from the company.

法兰克福DAX指数周一收于24302点，下跌约0.2%，延续了周五的跌幅，在美国总统唐纳德·特朗普、乌克兰总统弗拉基米尔·泽连斯基和欧洲领导人参与乌克兰和平谈判之前，投资者持谨慎态度。虽然预计华盛顿将优先考虑俄罗斯的领土要求，但基辅可能会推动澄清潜在的安全保障。市场参与者还关注美联储主席杰罗姆·鲍威尔本周在怀俄明州杰克逊霍尔举行的全球央行行长年度务虚会上的演讲，这可能会为美联储的政策路径提供清晰的信息。在主要推动因素中，德国商业银行表现不佳，下跌超过3%，此前德意志银行将该股评级从“买入”下调至“持有”。其他跌幅最大的公司包括德国邮政（-2.1%）、戴姆勒卡车控股公司（-1.8%）、汉诺威拉克公司（-1.7%）、赛多利斯公司（-1.4%）、布伦塔格公司（-1.6%）和空中客车公司（-1.5%）。相反，拜耳、西门子能源和莱茵金属的涨幅最大，从1.7%到2.3%不等。

The DAX in Frankfurt closed about 0.2% down at 24,302 on Monday, extending Friday's decline, amid investor caution ahead of Ukraine peace talks involving US President Donald Trump, Ukraine’s Volodymyr Zelensky, and European leaders. While Washington is expected to prioritize Russia’s territorial demands, Kyiv will likely push to clarify potential security guarantees. Market participants are also focused on a speech this week by US Federal Reserve chief Jerome Powell at the annual retreat of global central bankers in Jackson Hole, Wyoming, which could provide clarity on the Fed's policy path. Among key movers, Commerzbank underperformed, falling over 3%, after Deutsche Bank cut the stock's rating to "Hold" from "Buy". Other top losers included Deutsche Post (-2.1%), Daimler Truck Holding (-1.8%), Hannover Ruck (-1.7%), Sartorius (-1.7%), Brenntag (-1.6%) and Airbus (-1.5%). Conversely, Bayer, Siemens Energy and Rheinmetall posted the biggest gains, ranging from 1.7% to 2.3%.

周一，富时MIB指数跌至42630点，这是一个平静的交易日，在假期气氛下交易量较低。阿拉斯加峰会后，投资者继续关注地缘政治发展，俄罗斯总统弗拉基米尔·普京推动达成了一项对莫斯科有利的协议。美国总统唐纳德·特朗普将在华盛顿会见乌克兰总统弗拉基米尔·泽连斯基和欧洲领导人，讨论考虑基辅立场的解决方案。在美国，人们的注意力转向了美联储，7月份的联邦公开市场委员会会议纪要将于周三公布，本周晚些时候将举行杰克逊霍尔研讨会，届时主席杰罗姆·鲍威尔周五的演讲将受到密切关注。在企业方面，联合信贷银行（-0.9%）、法拉利（-0.2%）、联合圣保罗银行（-0.4%）和BCA Popolare di Sondrio（-1%）下跌，而莱昂纳多（+3%）和普睿司曼（+1.6%）上涨。

The FTSE MIB slipped to 42,630 on Monday in a quiet session marked by low volumes amid the holiday climate. Investors kept focus on geopolitical developments after the Alaska summit, where Russian President Vladimir Putin pushed through a Moscow-favorable deal. US President Donald Trump is set to meet Ukrainian President Volodymyr Zelenskiy and European leaders in Washington to discuss a settlement that considers Kyiv’s stance. In the US, attention turns to the Fed, with the July FOMC minutes due Wednesday and the Jackson Hole Symposium later in the week, where Chair Jerome Powell’s speech on Friday will be closely watched. On the corporate front, Unicredit (-0.9%), Ferrari (-0.2%), Intesa Sanpaolo (-0.4%), and BCA Popolare di Sondrio (-1%) declined, while Leonardo (+3%) and Prysmian (+1.6%) advanced.