加拿大S&P/TSX指数 (TSX) 加自选

标准普尔/多伦多证交所综合指数周三上涨0.3%，收于26972点，受美加贸易紧张局势暂时缓解和支撑加拿大矿业权重股的金价反弹的提振。特朗普总统决定推迟8月1日的关税最后期限，尽管他公布了对铜征收50%的关税，并表示可能对半导体和药品征税，这给了加拿大出口商重新谈判合同和加强物流的关键喘息空间。他还承诺将很快通知欧盟基准利率有所放缓，并指出讨论“进展顺利”，这进一步缓解了市场的紧张情绪。矿业巨头领涨，Agnico Eagle、Wheaton Precious Metals和Barrick Gold上涨0.9%至2.5%，而主要银行和能源生产商也上涨。在国内方面，6月份IVEY PMI反弹至53.3的扩张性区间，突显了私营部门活动的弹性。

The S&P/TSX Composite climbed 0.3% to close at 26,972 on Wednesday, buoyed by a temporary easing of US–Canada trade tensions and a rebound in gold prices that supported Canada’s mining heavyweights. President Trump’s decision to postpone his August 1st tariff deadline, even as he unveiled 50% duties on copper and signaled potential levies on semiconductors and pharmaceuticals, has given Canadian exporters critical breathing room to renegotiate contracts and firm up logistics. He also pledged to notify the EU shortly of a moderated baseline rate, noting that discussions are “progressing well,” which further eased market nerves. Mining giants led the advance, with Agnico Eagle, Wheaton Precious Metals and Barrick Gold rising between 0.9% and 2.5%, while major banks and energy producers also added to the gains. On the domestic front, the June IVEY PMI rebounded into expansionary territory at 53.3, underscoring resilient private-sector activity.

标准普尔/多伦多证交所综合指数周三上涨0.2%，收于26950点以上，受贸易紧张局势暂时缓解和华盛顿外交接触新迹象的推动。通过推迟8月1日的互惠关税最后期限，即使在准备对铜征收50%的关税并考虑对半导体和药品征收关税的同时，美国也为加拿大出口商提供了重新谈判合同和巩固运输计划的重要延期。特朗普总统还表示，他将很快向欧盟通报商定的基准利率，并指出讨论“进展顺利”，强调愿意进行谈判。金融和能源权重股领涨，而矿业股则限制了涨幅。在经济方面，IVEY PMI恢复到53.3的扩张性水平，证实私营部门活动仍然强劲，渥太华将联邦支出重新定向到高影响力基础设施项目的指令进一步提振了投资者信心。

The S&P/TSX Composite rose 0.2% to above the 26,950 mark on Wednesday, driven by a temporary easing of trade tensions and renewed signs of diplomatic engagement from Washington. By postponing its August 1st deadline for reciprocal tariffs, even as it prepares 50% levies on copper and considers duties on semiconductors and pharmaceuticals, the US has afforded Canada’s exporters a vital extension to renegotiate contracts and solidify shipping plans. President Trump also indicated he would soon inform the EU of agreed baseline rates, noting that discussions are “progressing well” and underlining a readiness to negotiate. Financial and energy heavyweights led the rally, while mining shares capped the advance. On the economic front, the IVEY PMI returned to expansionary ground at 53.3, confirming that private-sector activity remains robust, and Ottawa’s directive to redirect federal spending into high-impact infrastructure projects has further bolstered investor confidence.

日产因关税暂停在美国两家工厂为加拿大生产三款车型。据日本经济新闻周三报道，由于美国和加拿大之间的互惠汽车关税，日产已暂停生产三款运往加拿大的车型。

Nissan halts production of three models for Canada at two US plants due to tariffs.Nissan has paused production of three vehicle models destined for Canada due to reciprocal auto tariffs between the U.S. and Canada, according to a report from Nikkei on Wednesday.

周二，多伦多证交所下跌0.4%，收于26904点，外部压力和国内疲软的趋同动摇了加拿大股市的领导地位。黄金大幅下跌后，矿商首当其冲，Agnico Eagle、Wheaton Precious Metals、Barrick和Franco Nevada各下跌4.0-6.2%，铜生产商也因较低的贱金属基准而回落，因为交易员担心特朗普总统即将出台的8月1日关税措施可能会抑制全球工业活动。相比之下，能源行业提供了适度的支撑，石油基准从最近的低点回升以提供支撑。然而，在IVEY采购经理人指数意外下跌至53.3，远低于2024年6月的62.5后，工业类股表现不佳，突显出私营部门增长普遍放缓。

The TSX slipped 0.4% to finish at 26,904 on Tuesday, as a convergence of external pressures and domestic softness unsettled Canada’s equity leadership. Miners bore the brunt of the downturn after gold retreated sharply—Agnico Eagle, Wheaton Precious Metals, Barrick, and Franco-Nevada each surrendered 4.0–6.2%—and copper producers also pulled back on weaker base-metal benchmarks, as traders fretted that President Trump’s looming August 1st tariff measures could dampen global industrial activity. In contrast, the energy sector provided a modest floor, with oil benchmarks recovering from recent lows to lend support. Yet the industrials group faltered after the IVEY Purchasing Managers Index surprised on the downside at 53.3, far below June 2024’s 62.5, underscoring a broad slowdown in private-sector growth.