意大利富时MIB指数 (FTSEMIB) 加自选

周五，富时MIB指数下跌0.3%，收于42918点，追随全球市场跌幅，投资者质疑人工智能股票最近反弹的可持续性。意法半导体股价下跌近2%，仍受到对未来人工智能回报相对于其资本支出的担忧的压力。与此同时，普睿司曼股价下跌4%，投资者对其强劲利润的持久性持谨慎态度，这可能受到一次性项目的影响。同样，Unipol股价下跌3.8%，尽管其九个月盈利增长了54.7%。此外，意大利批准将依维柯出售给塔塔汽车后，依维柯股价小幅下跌，塔塔汽车将把其国防部门剥离给莱昂纳多。莱昂纳多公司股价上涨1.8%，此前该公司报告称，由于北约各国政府今年对欧洲国防部门的国防投资激增，新订单激增23.4%。当日表现突出的是Banca MPS，在第三季度利润超过预期并上调2025年展望后，该行上涨4.4%。

The FTSE MIB fell 0.3% to close at 42,918 on Friday, tracking global market losses as investors questioned the sustainability of the recent rally in artificial intelligence stocks. STMicroelectronics slipped nearly 2%, remaining pressured by concerns over future AI returns relative to its capital expenditure. Meanwhile, Prysmian fell 4% as investors grew cautious about the durability of its strong profits, which may have been influenced by one-off items. Similarly, Unipol fell 3.8% despite a 54.7% rise in nine-month earnings. Also, Iveco edged lower after Italy approved its sale to Tata Motors, which will divest its defense unit to Leonardo. Leonardo rose 1.8% after reporting a 23.4% jump in new orders as the surge in defense investment by NATO governments supported the European defense sector this year. The day’s standout performer was Banca MPS, which gained 4.4% after third-quarter profit exceeded estimates and the bank raised its 2025 outlook.

周五早盘，富时MIB指数几乎持平，约为43000点，表明由于市场情绪保持谨慎，每周表现疲软。投资者在消化新一轮企业盈利的同时，正在权衡对科技行业高估值的持续担忧。普睿司曼领跌指数，跌幅超过1%，但这被锡耶纳银行的收益所抵消，该银行第三季度利润意外增长，并宣布在收购竞争对手Mediobanca后，将于明年初公布新战略。这家意大利银行上涨了近4%，而Mediobanca上涨了2%以上。其他值得注意的上涨股包括Bper Banca（+2.1%）、Moncler（+2.6%）和Banca Generali（+2.1%.）。

The FTSE MIB remained nearly flat at around 43,000 in early trading on Friday, pointing to a muted weekly performance as market sentiment stayed cautious. Investors were weighing ongoing concerns over high valuations in the tech sector while digesting a fresh round of corporate earnings. Prysmian led the index lower, falling more than 1%, but this was offset by gains from Banca Monte dei Paschi di Siena, which posted a surprise rise in Q3 profit and announced it would unveil a new strategy early next year following its acquisition of rival Mediobanca. The Italian lender climbed nearly 4%, while Mediobanca added more than 2%. Other notable gainers included Bper Banca (+2.1%), Moncler (+2.6%), and Banca Generali (+2.1%).

周四，富时MIB指数下跌0.8%，收于43069点，结束了为期三天的反弹，并因投资者关注收益而追随地区跌幅。Diasorin在第三季度收入同比下降并下调全年前景后暴跌19%。在金融类股中，Mediobanca在利润下降11.8%后下跌3.4%，受Banca Monte dei Paschi收购要约相关成本（-2.3%）的影响，而BPER Banca下跌0.4%，尽管利润较高，但净利息收入下降3.6%。在2018年合并的税务调查中，金巴利股价下跌5.4%，并表示将缩小品牌重点，并在通胀和消费者行为转变的压力下进行地域扩张。尽管在线业绩强劲，但Lottomatica股价下跌6.1%，原因是其严格的并购立场。Leonardo在收入和订单强劲但现金流为负后下跌1.7%，TIM在支持电信行业整合后也下跌1.7%。

The FTSE MIB fell 0.8% to close at 43,069 on Thursday, snapping a three-day rally and tracking regional losses as investors focused on earnings. Diasorin plunged 19% after a yearly drop in Q3 revenue and a cut to its full-year outlook. Among financials, Mediobanca slid 3.4% after an 11.8% profit fall, weighed by costs tied to Banca Monte dei Paschi’s (-2.3%) takeover bid, while BPER Banca slipped 0.4% as net interest income fell 3.6% despite higher profit. Campari dropped 5.4% amid a tax probe over its 2018 merger and said it will narrow brand focus and expand geographically on pressure from inflation and shifting consumer behaviour. Lottomatica declined 6.1% despite strong online results, citing a disciplined M&A stance. Leonardo lost 1.7% after strong revenues and orders but negative cash flow, and TIM also fell 1.7% after backing telecom sector consolidation.

在米兰，富时MIB指数周四下跌370点，跌幅0.85%。Diasorin（-18.02%）、Davide Campari Milano（-5.23%）和Buzzi Unicenter（-3.61%）领跌。抵消跌幅，涨幅最大的是Azimut Holding（5.17%）、Banca Mediolanum（2.49%）和Infrastructurture Wire（1.22%）。

In Milan, the FTSE MIB Index dropped 370 points or 0.85 percent on Thursday. Losses were led by Diasorin (-18.02%), Davide Campari-Milano (-5.23%) and Buzzi Unicem (-3.61%). Offsetting the fall, top gainers were Azimut Holding (5.17%), Banca Mediolanum (2.49%) and Infrastrutture Wire (1.22%).