意大利7月服务业采购经理人指数为52.3，而预期为52.6。“意大利服务业的增长势头延续到7月，HCOB服务业PMI从6月的52.1微升至52.3。这一温和的加速反映了该行业在稳定的国内需求和谨慎改善的前景的支撑下仍然具有弹性。

Italy July services PMI 52.3 vs 52.6 expected.“Italy's services sector extended its growth streak into July, with the headline HCOB Services PMI inching up to 52.3 from 52.1 in June. This modest acceleration reflects a sector that remains resilient, underpinned by steady domestic demand and a cautiously improving outlook.

意大利10年期政府债券收益率降至3.45%，为2025年7月以来的最低水平。过去4周，意大利10年期债券收益率下跌5.86个基点，过去12个月下跌22.36个基点。

Italy 10 Year Government Bond Yield decreased to 3.45%, the lowest since July 2025. Over the past 4 weeks, Italy 10Y Bond Yield lost 5.86 basis points, and in the last 12 months, it decreased 22.36 basis points.

在米兰，富时MIB指数周一上涨755点，涨幅1.89%。涨幅最大的是Mediobanca（4.08%）、Banca Monte dei Paschi di Siena（3.61%）和UniCredit（3.45%）。

In Milan, the FTSE MIB Index went up by 755 points or 1.89 percent on Monday. Top gainers were Mediobanca (4.08%), Banca Monte dei Paschi di Siena (3.61%) and UniCredit (3.45%).

周一，富时MIB指数上涨近2%，至40687点，在欧洲市场重新站稳脚跟后，从周五的关税驱动的抛售中反弹。疲软的美国就业报告引发了利率预期的急剧转变，市场目前认为美联储9月份降息的可能性为85%。唐纳德·特朗普总统解雇美国劳工统计局局长后，不确定性加剧，加剧了人们对数据可信度的担忧。在米兰，银行领涨：Mediobanca（+4.1%）上涨，此前该公司报告称，在Monte dei Paschi（+3.5%）持续收购的情况下，其收益有所提高。该交易是意大利银行业最受关注的交易之一，Mediobanca也在寻求对Banca Generali的单独收购。与此同时，在Golden Power批准失败后，联合信贷银行（+3.5%）撤回了对Banco BPM的收购要约，现在正将注意力转向将其在德国商业银行的股份增加到30%。

The FTSE MIB jumped nearly 2% to 40,687 on Monday, rebounding from Friday’s tariff-driven selloff as European markets regained footing. A weak US jobs report sparked a sharp shift in interest rate expectations, with markets now pricing in an 85% chance of a Fed rate cut in September. Uncertainty intensified after President Donald Trump fired the US labor statistics chief, fueling concerns about data credibility. In Milan, banks led gains: Mediobanca (+4.1%) rose after reporting higher earnings amid an ongoing takeover attempt by Monte dei Paschi (+3.5%). The deal is among the most closely watched in Italy’s banking sector, with Mediobanca also pursuing a separate bid for Banca Generali. Meanwhile, UniCredit (+3.5%) withdrew its offer for Banco BPM after Golden Power approval failed and is now turning its attention to increasing its stake in Germany’s Commerzbank to 30%.