瘦肉猪 (LeanHogs) 加自选

周一，标准普尔/多伦多证券交易所综合指数上涨1.42%，收于22259点，这是其连续第三个交易日上涨，受大宗商品价格上涨的提振。在能源板块，加拿大天然气公司以1.7%的涨幅领涨，森科尔公司上涨1.6%，帝国石油公司上涨1.9%，均受益于较高的石油基准。此外，由于预计美联储将于9月降息，黄金价格从近一个月低点反弹，提振了惠顿贵金属、巴里克黄金和阿格尼科鹰矿业等矿业权重股，分别上涨1.9%、1.22%和1.5%。此外，科技板块也做出了贡献，Shopify上涨3.8%，Constellation Software上涨3%。

The S&P/TSX Composite index surged by 1.42% to close at 22,259 on Monday, marking its third consecutive session of gains, bolstered by rising commodity prices. In the energy sector, Canadian Natural led with a 1.7% rise, followed by Suncor up 1.6%, and Imperial Oil rising 1.9%, all benefiting from higher oil benchmarks. Moreover, bullion prices rebounded from a near one-month low on expectations of a September interest rate cut by the US Fed, lifting mining heavyweights like Wheaton Precious Metals, Barrick Gold, and Agnico Eagle Mines, which gained 1.9%, 1.22%, and 1.5% respectively. Additionally, the tech sector contributed, with Shopify surging 3.8% and Constellation Software gaining 3%.

周一，华尔街连续第三个交易日上涨，受疲软的劳动力数据和对美联储即将降息的预期不断增强后的积极情绪推动。标准普尔500指数上涨1%，纳斯达克指数上涨1.2%，道琼斯指数上涨176点。本周，投资者将关注华特迪士尼和优步的盈利报告，以及美联储官员的演讲，以了解降息的时机。纽约联储主席约翰·威廉姆斯表示，降息决定将基于即将到来的数据，这表明尽管最终预计会降息，但降息并非迫在眉睫。里士满联邦储备银行行长Thomas Barkin表示相信，随着加息的全面影响显现，通胀率将降至2%。股票方面，英伟达上涨3.7%，美光上涨4.7%，超级微型计算机上涨6.1%。伯克希尔哈撒韦公司股价上涨1.1%，此前该公司公布的年度营业收入增长近40%。

Wall Street extended its gains for the third consecutive session on Monday, driven by positive sentiment following softer labor data and growing expectations of an impending interest rate cut by the Federal Reserve. The S&P 500 gained 1%, the Nasdaq rose 1.2% and the Dow added 176 points. This week, investors will monitor earnings reports from Walt Disney and Uber, as well as speeches from Fed officials for insights into the timing of rate cuts. New York Fed President John Williams stated that rate cut decisions will be based on incoming data, indicating that while rate cuts are expected eventually, they are not imminent. Federal Reserve Bank of Richmond President Thomas Barkin expressed confidence that inflation will decline to 2% as the full effects of higher rates materialize. In terms of stocks, Nvidia gained 3.7%, Micron rose 4.7%, and Super Micro Computer jumped 6.1%. Berkshire Hathaway added 1.1% after reporting a nearly 40% annual increase in operating earnings.

由于投资者继续评估俄罗斯的经济前景和最新企业发展，基于卢布的MOEX Russia指数保持了早期下跌，周一收盘下跌0.2%，收于3436点，延续了前一周的跌幅。俄罗斯天然气工业股份公司股价下跌1%，延续了前一周6%的跌幅，接近2019年以来的最低水平，投资者继续消化这家天然气巨头的悲观表现。该公司在2023年报告了20年来的首次年度亏损，在此期间，受俄罗斯入侵乌克兰的影响和与西方国家业务的急剧下滑，天然气销售额减少了一半以上。与此同时，卢克石油公司也下跌了1%，因为阿美石油公司的阿拉伯之光价格上涨被视为俄罗斯将减产延长到第二季度之后的另一个信号。与此同时，BSP收盘下跌6.7%，原因是该股脱离股息。

The ruble-based MOEX Russia held its early decline and closed 0.2% lower at 3,436 on Monday, extending the drop from the prior week, as investors continued to assess Russia’s economic outlook and the latest corporate developments. Gazprom shares dropped 1%, extending the 6% plunge from the earlier week to trade close to its lowest level since 2019 as investors continued to digest the gas giant’s pessimistic performance. The company reported its first annual loss in 20 years in 2023, as gas sales more than halved in the period, pressured by the fallout of Russia’s invasion of Ukraine and the sharp decline in business with Western countries. In the meantime, Lukoil also dropped by 1% as the increase in prices of Arab Light by Aramco was taken as another signal that Russia will extend its output cut past the second quarter. In the meantime, BSP closed 6.7% down as the stock was detached from dividends.

周一，CAC 40指数上涨0.5%，收于7997点，受欧洲央行和美联储放松货币政策的乐观情绪推动。欧洲央行首席经济学家Philip Lane在接受西班牙一家报纸采访时表示，6月份可能会降息，理由是有迹象表明服务业通胀有所缓解。在企业发展方面，Telerperformance股价飙升5%，因为投资者在上周公布了高于预期的第一季度更新后继续评估该公司的前景，并得到了其收购荷兰竞争对手Majorel的支持。其他显著上涨股包括Axa、法国农业信贷银行和威立雅，分别上涨2.5%、1.8%和1.6%。相反，在投资者确认了四项旨在重组其债务的不同报价，并警告可能出现重大股份稀释后，阿托斯的股价在开盘时最初飙升约10%，随后下跌3%。

The CAC 40 gained 0.5% to close at 7,997 on Monday, fueled by optimism regarding looser monetary policy by the ECB and the Fed. ECB Chief Economist Philip Lane indicated in an interview with a Spanish newspaper that a June rate cut was likely, citing signs of easing services inflation. In corporate developments, Telerperformance surged by 5% as investors continued to assess the company’s outlook after posting a Q1 update above expectations last week, and supported by its acquisition of Dutch competitor Majorel. Other notable gainers included Axa, Credit Agricole, and Veolia, rising 2.5%, 1.8%, and 1.6%, respectively. Conversely, Atos shares fell 3% after initially surging around 10% at market open, following the confirmation of four distinct offers from investors aimed at restructuring its debt, coupled with a warning of potential significant share dilution.