每经AI快讯，1月9日消息，法国11月工业产出环比下降0.1%，预期持平；11月工业产出同比增长 2.1%，预期增长1.6%。 ...

转自：新华财经 【资讯导读】 •特朗普呼吁新任美联储主席"择机降息" •意大利通过争议预算案 拟将央行黄金"国有化" •美国Q3 GDP增速创两年新高 初值达4.3%远超预期 【市场资讯】 •美国总统特朗普发文表示，希望下一任美联储主席在经济与市场表现强劲时果断降息，而非因通胀担 忧过早收紧政策。他批评当前市场逻辑扭曲——"好消息反成利空"，强调低利率有助于推高股市、刺激 经济并缓解住房负担，并称股市繁荣或可带动美国GDP年增幅达10%至20%。 •意大利参议院通过2026年预算案，其中包含一项将央行持有的2453吨黄金"归全体国民所有"的修正条 款。此举已遭欧洲央行两次警告，批评者担忧黄金储备或被用于填补财政缺口，威胁央行独立性与金融 稳定。 •美国第三季度实际GDP年化季环比初值录得4.3%，显著高于市场预期的3.3%，为2023年以来最快增 速，显示经济韧性依然强劲。 •美国第三季度核心PCE物价指数年化季率初值上涨2.9%，与预期一致，较第二季度终值2.6%有所回 升；整体PCE物价指数初值上涨2.8%，亦符合预期，表明通胀仍处于温和上行通道。 •受运输设备需求疲软拖累，美国10月耐用品订单环比下降2 ...

12月22日 中国公布12月LPR 美国公布11月耐用品订单月率初值 点评：北京时间12月23日21:30，美国商务部将公布美国11月耐用品订单初值。预期美国11月耐用品订 单月率初值为-1.4%，前值为0.5%。如果美国11月耐用品订单月率初值低于前值，将抑制有色金属、原 油及相关商品期货价格上涨，但是将轻度有助于黄金、白银、铂、钯期货价格上涨。 美国公布11月工业产出 点评：北京时间12月23日22:15，美联储将公布美国11月工业产出。预期美国11月工业产出月率为 0.1%，前值为0.1%。 美国公布12月谘商会消费者信心指数 点评：北京时间12月23日23:00，美国将公布美国12月谘商会消费者信心指数。预期美国12月谘商会消 费者信心指数为91.7，前值为88.7。如果美国12月谘商会消费者信心指数高于前值，将抑制黄金、白 银、铂、钯期货价格上涨，但是将有助于有色金属、原油及相关商品期货价格上涨。 12月24日 点评：12月22日9:00，中国人民银行授权全国银行间同业拆借中心公布2025年12月22日贷款市场报价利 率（LPR）。预期1年期LPR为3.00%，与前值持平；预期5年期以上LPR为3. ...

每经AI快讯，12月8日消息，德国10月季调后工业产出环比增长1.8%，预期0.4%，前值1.3%。 ...

新华财经柏林12月5日电（记者车云龙）德国联邦统计局5日公布的数据显示，受国内需求推动，经季节 和工作日调整后，德国10月工业新订单环比增长1.5%。 数据显示，10月德国国内新订单环比增长9.9%，国外新订单环比下降4%，其中来自欧元区的新订单增 长0.1%，欧元区之外的新订单下降6.5%。 德国联邦统计局表示，当月新订单增长主要得益于飞机、船舶、火车及军用车辆等运输设备制造业，该 领域新订单环比大幅增长87.1%。 数据还显示，经工作日调整后，10月工业新订单同比下降0.7%。 （文章来源：新华社） 德国联邦经济和能源部当天发表声明说，当前德国国内新订单已呈现回升趋势，10月订单结构受到国防 领域需求走强的影响。但来自国外特别是欧元区以外的订单仍显疲弱，预计将继续拖累整体出口。 德国工业联合会日前发布报告说，德国工业正面临结构性衰退，至今年年底仍处于极为严峻的低谷。报 告预计，今年德国工业产出将下降2%，为连续第四年萎缩。 ...

Core Insights - South Korea's industrial output in October experienced a significant year-on-year decline of 8.1%, which is much worse than the expected decrease of 0.5% and a stark contrast to the previous value of 11.6% growth [1] Group 1 - The industrial output decline indicates a potential slowdown in economic activity within South Korea [1] - The sharp drop in industrial production may raise concerns about the overall health of the manufacturing sector [1] - The deviation from expectations suggests that analysts may need to reassess their forecasts for the South Korean economy [1]

Core Viewpoint - The Federal Reserve is scheduled to release industrial production data on December 3 at 09:15 AM Eastern Time (22:15 Beijing Time) [1] Group 1 - The announcement indicates the importance of industrial production metrics for economic analysis [1] - The timing of the release suggests potential market reactions and adjustments based on the data [1] - This data release is part of the Federal Reserve's ongoing efforts to monitor and influence economic conditions [1]

Core Insights - The Eurozone industrial output showed a month-on-month increase of 0.2% in September 2025, while the EU's industrial output rose by 0.8% [1] - This growth follows a decline in August, where Eurozone industrial output decreased by 1.1% and EU output fell by 0.9% [1] - Year-on-year, Eurozone industrial output increased by 1.2% compared to September 2024, and EU output grew by 2.0% [1] Monthly Performance - In September, Eurozone energy output increased by 1.2%, while intermediate and capital goods output both rose by 0.3% [1] - Non-durable consumer goods output decreased by 2.6%, and durable consumer goods output fell by 0.5% [1] - The highest month-on-month increases in industrial output among EU member states were recorded in Denmark (7.2%), Sweden (5.3%), and Greece (4.8%) [1] - The largest month-on-month declines were seen in Ireland (-9.4%), Luxembourg (-5.7%), and Malta (-1.7%) [1] Yearly Performance - Year-on-year, non-durable consumer goods output in the Eurozone grew by 2.2%, energy output by 2.1%, capital goods output by 1.1%, and intermediate goods output by 0.5% [1] - However, durable consumer goods output experienced a decline of 3.0% [1] - The highest year-on-year increases among EU member states were in Sweden (14.7%), Denmark (9.5%), and Greece (7.1%) [2] - The largest year-on-year declines were in Bulgaria (-5.6%), Luxembourg (-3.4%), and Lithuania (-2.3%) [2]

Core Insights - Eurozone industrial production increased by 0.2% month-on-month in September, falling short of the expected 0.7% growth [1] - Year-on-year, industrial production in the Eurozone rose by 1.2%, aligning with market expectations [1] Summary by Category - **Monthly Performance** - Eurozone industrial output grew by 0.2% in September compared to the previous month, which was below the forecast of 0.7% [1] - **Yearly Performance** - Compared to the same month last year, industrial production in the Eurozone increased by 1.2%, meeting market expectations [1]

Group 1 - The core point of the article is that Germany's industrial output showed a month-on-month increase in September, primarily driven by the automotive sector, but overall industrial performance remains weak [1][2]. Group 2 - In September, Germany's industrial output increased by 1.3% month-on-month, recovering from a 3.7% decline in August, but the overall industrial output for the third quarter decreased by 0.8% [1]. - The automotive sector, Germany's largest industrial segment, saw a significant month-on-month output increase of 12.3% in September, following a 16.7% decline in August due to summer factory closures and production line adjustments [1]. - Excluding the construction and energy sectors, industrial output in September increased by 1.9% [1]. - Year-on-year, Germany's industrial output in September decreased by 1% after seasonal adjustments [1]. - The Kiel Institute for the World Economy noted that the September industrial output growth was below expectations and insufficient to offset the previous month's losses, indicating a stabilization at low levels for the year [2]. - The industrial business conditions in Germany have deteriorated, characterized by declining competitiveness and weak private investment, which will continue to drag down industrial performance in the short term [2]. - Despite the challenges, businesses have improved their future outlook, hoping that increased government spending next year will enhance infrastructure and support long-term industrial growth [2].