周三，标准普尔/多伦多证交所综合指数上涨0.4%，收于27153点，受金融和科技股走强的推动，投资者消化了美国生产者价格数据的疲软以及加拿大住房活动的弹性。Shopify以4？领先科技股？%围绕其与ChatGPT不断扩大的人工智能结账合作伙伴关系展开讨论，而布鲁克菲尔德的股价上涨了4.3？%在其基础设施部门报告稳定的现金流后。矿业和能源涨跌互现——Agnico Eagle微涨0.3？%，但加拿大天然气公司和森科尔公司因油价下跌而下跌。在特朗普总统宣布新的19？%对印尼商品征收关税，但更广泛的管道即将到来30？%欧盟和墨西哥进口商品的关税似乎在不断变化，使出口相关行业得以稳定。

The S&P/TSX Composite rose 0.4% to close at 27,153 on Wednesday, driven by strength in financials, technology as investors digested softer US producer-price data alongside resilient Canadian housing activity. Shopify led tech gains with a 4?% jump on chatter around its expanding AI checkout partnerships with ChatGPT, while Brookfield rallied 4.3?% after its infrastructure arm reported steady cash flows. Mining and energy were mixed—Agnico Eagle edged up 0.3?%, but Canadian Natural and Suncor fell amid slipping oil prices. Trade-war fears briefly resurfaced after President Trump announced a new 19?% tariff on Indonesian goods, but the broader pipeline of looming 30?% duties on EU and Mexican imports appears to be in flux, allowing export-linked sectors to steady.

加拿大将钢铁产品的关税订单水平从2024年产量的100%降至50%。加拿大将非自由贸易协定国家钢铁产品的关税配额从2024年产量的100%降至50%——声明

Canada to lower tariff order levels from 100% to 50% of 2024 volumes for steel products.Canada to lower tariff-rate quota levels from 100% to 50% of 2024 volumes for steel products from non-free trade agreement countries – statement

周三，标准普尔/多伦多证交所综合指数在27050点的小幅涨跌之间徘徊，市场押注美联储可能在今年晚些时候降息，而大宗商品生产商喜忧参半，贸易紧张局势仍在关注之中。美国生产者价格指数低于预期，6月份没有变化，因为服务成本的回落抵消了商品的小幅上涨，进一步巩固了宽松货币政策的希望。大多数行业也持平，黄金生产商Agnico Eagle、Wheaton Precious和Barrick Gold的表现尤为突出，它们的交易表现稳健，前者上涨了1%以上。相反，科技和能源巨头在负值区域交易强劲。与此同时，在特朗普总统对印尼进口商品征收19%的关税并警告对较小的贸易伙伴征收额外关税后，贸易摩擦仍然是一个焦点，尽管他表示愿意重新谈判对墨西哥和欧盟商品征收30%的关税。

The S&P/TSX Composite hovered between small gains and losses at the 27,050 level on Wednesday, amid bets that the US Fed might deliver interest rate cuts later this year while commodity producers were mixed and trade tensions remained on the radar. A softer-than-forecast US producer price index, unchanged in June as a pullback in services costs offset modest gains in goods, further cemented hopes of easier monetary policy. Most sectors were flat as well, with stand out performances by bullion producers Agnico Eagle, Wheaton Precious and Barrick Gold trading firmly in the green with the former adding over 1%. Conversely, tech and energy giants traded firmly in negative territory. Meanwhile, trade frictions remained a focal point after President Trump slapped a 19% tariff on Indonesian imports and warned of additional levies on smaller trading partners, even as he signaled openness to renegotiating proposed 30% duties on Mexico and EU goods.

2025年6月，加拿大的房屋开工量增长了3.6%，达到253081套，低于5月的282705套，也低于市场预期的259000套。在人口1万或以上的城市中心，实际住房开工量同比增长14%，2025年6月达到23282套，而一年前为20509套。蒙特利尔自2024年6月以来下降了8%，这是由于多机组开工减少造成的。由于多机组活动激增，温哥华录得74%的增长，而多伦多则下降了40%，这也与多机组开工率较低有关。6月份，加拿大各地经季节性调整的住房开工率（SAAR）几乎持平，为283734套，略高于5月份的282705套。在城市中心，SAAR为261705套，与5月份的260947套几乎没有变化。农村住房开工率估计为22029套。

Housing starts in Canada rose 3.6% in June 2025 to 253,081 units, down from 282,705 units in May and below market expectations of 259,000. In urban centers with populations of 10,000 or more, actual housing starts rose 14% year-over-year, reaching 23,282 units in June 2025 compared to 20,509 a year earlier. Montréal saw an 8% decline from June 2024, driven by fewer multi-unit starts. Vancouver recorded a 74% increase due to a surge in multi-unit activity, while Toronto experienced a 40% drop, also linked to lower multi-unit starts. The total seasonally adjusted annual rate (SAAR) of housing starts across Canada was nearly flat at 283,734 units in June, up slightly from 282,705 in May. In urban centers, the SAAR was 261,705 units, little changed from 260,947 in May. Rural housing starts were estimated at a SAAR of 22,029 units.