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欧元区Sentix情绪暴跌至-3.7，投资者拒绝美欧贸易协议。投资者对欧元区的信心在8月份受到重创，Sentix投资者信心指数从4.5暴跌至-3.7，远低于预期的6.2。现状指数进一步跌至负值，从-7.3降至-13.0。

Eurozone Sentix sentiment crashes to -3.7, investors reject US-EU trade deal.Investor confidence in the Eurozone took a sharp hit in August, with Sentix Investor Confidence Index plunging from 4.5 to -3.7, well below expectations of 6.2. Current Situation Index dropped further into negative territory, falling from -7.3 to -13.0.

欧元区8月Sentix投资者信心-3.7，预期8.0。随着投资者情绪的暴跌，美欧贸易协议在这里遭到了很多悲观情绪。这是自4月以来最疲软的读数，因为欧元区经济前景现在再次受到质疑，欧洲央行目前持观望态度。

Eurozone August Sentix investor confidence -3.7 vs 8.0 expected.The US-EU trade deal is being met with a lot of pessimism here as investor sentiment plunges on the back of that. This is the weakest reading since April as the outlook for the euro area economy is now called into question again with the ECB keeping on the sidelines for now.

周一，恒生指数上涨226点，涨幅0.9%，收于24733点，结束了四个交易日的下跌，所有板块均上涨。交易员们期待着将于8月12日到期的美中贸易休战的发展。与此同时，美国财政部长贝森特表示，在最近斯德哥尔摩举行的贸易谈判之后，华盛顿对与中国达成协议持乐观态度。另外，中国最高领导人在上周的政治局会议上承诺支持经济，控制“无序竞争”。北京还确认，第四次全体会议将于10月举行，可能重点讨论下一个五年计划。中国7月贸易报告和CPI/PPI数据公布前的谨慎态度限制了进一步上涨。与此同时，在官方数据显示服务业增长为八个月来最慢之后，周二将公布7月份私人服务业采购经理人指数。浙江Leapmotor（8.3%）和小鹏（2.5%）因7月份强劲的交付量而飙升。其他涨幅最大的股票包括老蒲黄金（6.3%）、联想（4.7%）和中芯国际（2.8%）。

The Hang Seng climbed 226 points or 0.9% to end at 24,733 on Monday, snapping a four-session dip as all sectors gained. Traders looked ahead to developments on the U.S.-China trade truce, set to expire on August 12. Meanwhile, U.S. Treasury Secretary Bessent said Washington is optimistic about reaching a deal with China, following recent trade talks in Stockholm. Separately, China's top leaders pledged to support the economy and rein in “disorderly competition” during last week’s Politburo meeting. Beijing also confirmed its fourth plenum will be held in October, likely focusing on the next five-year plan. Further gains were capped by caution ahead of China’s July trade report and CPI/PPI figures. Meantime, a private July services PMI will be due Tuesday, after official data showed the slowest services growth in eight months. Zhejiang Leapmotor (8.3%) and Xpeng (2.5%) surged on strong July deliveries. Other top gainers included Laopu Gold (6.3%), Lenovo (4.7%), and SMIC (2.8%).

美联储持币后，美国工资意外下跌；英国央行将再次进行季度降息。工资增长了73000，低于6月份的147000，也低于预测的110000。

US Payrolls Surprise to the Downside Following Fed Holding Ground; BoE On Course for Another Quarterly Cut.Payrolls rose by 73,000, down from 147,000 in June, and from the 110,000 gain forecasted.