周四，标准普尔/多伦多证交所综合指数上涨0.9%，创下27387点的历史新高，受新贸易战发展推动，消费品和科技权重股大幅上涨。Alimentation Couche Tard在放弃对Seven&i的460亿美元收购后飙升8.3%，从而释放了资本以获得更多增值机会，而Shopify则因强劲的商家指标上涨了6.2%，尽管原材料股因大宗商品价格疲软而回落。与此同时，渥太华对自由贸易协定伙伴实施钢铁关税配额的举措，保留了USMCA豁免，让投资者放心，加拿大的钢铁行业将不受华盛顿50%关税的影响，美国零售销售的强劲和失业申请的弹性维持了对风险资产的需求。国内指标，5月份批发贸易增长0.1%，6月份房屋销售增长2.8%，进一步突显了加拿大经济势头的弹性。
The S&P/TSX Composite climbed 0.9% to a record high of 27,387 on Thursday, driven by standout gains in consumer staples and tech heavyweights amid fresh trade-war developments. Alimentation Couche-Tard surged 8.3% after abandoning its US $46 billion bid for Seven & i, thereby freeing up capital for more accretive opportunities, while Shopify jumped 6.2% on robust merchant metrics, even as materials stocks pulled back on softer commodity prices. Meanwhile, Ottawa’s move to impose steel-tariff quotas on FTA partners, with USMCA exemptions preserved, reassured investors that Canada’s steel industry will be insulated from Washington’s 50% duties, and firmer US retail sales and resilient jobless claims sustained demand for risk assets. Domestic indicators, a 0.1% uptick in May wholesale trade and a 2.8% June increase in home sales, further highlighted the resilience of Canada’s economic momentum.
