欧元区PMI升至近一年半以来新高 德国领跑、法国成拖累

Group 1 - The Eurozone economy unexpectedly rose to its highest level since May 2024, driven by strong performance in Germany, despite weakness in France [1] - The Composite Purchasing Managers' Index (PMI) increased from 51.2 in September to 52.2 in October, surpassing the critical threshold of 50 that separates economic expansion from contraction [1] - The growth was primarily supported by the services sector, with Germany achieving its best monthly performance since May 2023, while France's PMI has declined for 14 consecutive months due to political turmoil [1] Group 2 - The European Central Bank (ECB) is unlikely to lower interest rates further, maintaining borrowing costs as inflation approaches the 2% target [2] - The recent PMI data supports the ECB's decision to keep rates unchanged, indicating resilience in the Eurozone economy despite U.S. tariff increases [2] - Service sector price inflation remains moderate, with a slight increase in sales price inflation but still close to long-term averages, suggesting low short-term risks [2]