智通财经6月27日电，欧洲央行管委诺特表示，不排除欧洲央行再次降息的可能性。 ...

美国经济在第一季度收缩幅度大于此前预期之后仍保持弹性。5月耐用品订单增长16.4%，每周申请失 业救济人数温和增长23.6万人，第一季度GDP收缩0.5%，而不是之前预计的0.2%。在美联储独立性受到 威胁之际，美元保持了隔夜的下行轨迹。《华尔街日报》报道称，特朗普可能会比平时更早任命鲍威尔 主席的继任者，以削弱目前的鹰派立场。Bannockburn的Marc Chandler写道："如此直接地影响美联储的 企图，不会受到投资者的欢迎。" 裕信银行投资研究所的安德烈亚斯·里斯在一次网络研讨会上表示，预计欧洲央行将在当前周期内再降 息一次。据裕信银行经济学家预计，9月降息25个基点将使存款利率降至1.75%，"基本上（降息）就结 束了。"货币市场目前认为，下一次降息更有可能在10月。里斯表示，欧洲经济增长料将"相当疲软"但 不会大幅放缓，通胀率可能横向波动，徘徊在2%左右。 周五（6月27日）亚市盘中，COMEX黄金短线维持下跌走势，截至目前报3323.50美元/盎司，跌幅 0.54%，今日开盘于3341.30美元/盎司，最高上探3341.40美元/盎司，最低触及3323.00美元/盎司。 【要闻速递】 【CO ...

注：如提及个股仅供参考，不代表投资建议。指数/基金短期涨跌幅及历史表现仅供分析参考，不 预示未来表现。市场观点随市场环境变化而变动，不构成任何投资建议或承诺。文中提及指数仅供参 考，不构成任何投资建议，也不构成对基金业绩的预测和保证。如需购买相关基金产品，请选择与风险 等级相匹配的产品。基金有风险，投资需谨慎。 消息面上，2025年6月26日多家公司披露固态电池领域最新进展，头部厂商中试陆续落地且车企启 动路试，产业化进程超预期进入预量产阶段，产业链设备及材料环节有望迎来投资机会。6月25日中国 电池材料技术实现突破，通过硅基负极、全固态电池等创新实现轻薄与大容量并存，2025-2027年将成 为中试扩产与装车验证关键期。 华西证券指出，美国修订后的法案延长了储能ITC补贴时间并放松补贴门槛，若通过将显著利好美 国大储市场景气度，目前美国仍是高溢价高盈利市场，放松中国产业链供应限制及延长补贴退坡时间至 5年后，已在美国布局产品、渠道的储能/逆变器企业有望率先受益。固态电池凭借高能量密度和高安全 性成为下一代电池技术方向，随着技术成熟及产业链配套完善，新产品有望陆续发布、产能建设加速落 地，产业化进程持续推进， ...

Group 1 - European Stoxx 50 index futures increased by 0.53% [1] - German DAX index futures rose by 0.52% [1] - UK FTSE index futures saw an increase of 0.26% [1]

Group 1 - The EU automotive market has experienced growth for the second consecutive month, with new car registrations in May increasing by 1.6% year-on-year [1] - The electric vehicle (EV) market in the EU saw a significant year-on-year growth of 27.2% in May, driven by strong consumer demand [1] - The market penetration of battery electric vehicles (BEVs) and hybrid models is increasing, leading to a diversification in consumer brand preferences [1] Group 2 - The growth in new car registrations is primarily driven by sales of BEVs, plug-in hybrid electric vehicles (PHEVs), and hybrid electric vehicles (HEVs), which accounted for 58.9% of passenger car registrations in May, up from 48.9% in May 2024 [2] - Stricter CO2 emission regulations implemented by the EU since the beginning of the year have prompted manufacturers to increase the availability of electric and hybrid vehicles [2] - Despite the overall growth in the EV market, Tesla's new car registrations in the EU fell by over 40% year-on-year, with 8,729 units registered in May [2] Group 3 - Major German automakers reported growth in new car registrations in May, with Volkswagen up 4.8% to approximately 263,800 units, BMW up 8.1% to 63,200 units, and Mercedes-Benz up 3.9% to 47,900 units [3] - Chinese manufacturers sold 65,000 vehicles in Europe in May, capturing a market share of 5.9%, attributed to a strategic focus on PHEVs and HEVs [3] - The surge in exports of Chinese PHEVs reflects rising global demand and competitive pricing and quality in the European market [3] Group 4 - The European EV market is recovering but faces challenges, including a projected demand for 8.8 million public charging stations by 2030, necessitating a significant increase in installation rates [3] - The European automotive industry is impacted by U.S. tariffs, leading to several companies retracting their 2025 profit forecasts [4] - The European Automobile Manufacturers Association anticipates a 1.9% recovery in automotive activity by 2026, although production levels will remain below those of 2019 [4]

Core Points - The European Council emphasizes the continuation of significant increases in defense and security spending in Europe [1] - NATO member states have agreed on future military spending targets, aiming to raise annual defense expenditures to 5% of GDP by 2035 [1] - Some countries that are members of both NATO and the EU express concerns about the feasibility of achieving the 5% target [1]

@ JIN10.COM 金十数据 | 一个交易工具 金十图示：2025年06月26日（周四）全球股市指数-欧洲市场（收盘） 西班牙 IBEX35 13813.5 -5.50 意大利富时 -0.04% MIB指数 ↑ 39357 +37.86 +0.10% ...

Market Performance Summary - The German DAX30 index closed on June 26 with an increase of 138.48 points, representing a rise of 0.59%, ending at 23646.43 points [1] - The UK FTSE 100 index closed on June 26 with an increase of 21.32 points, representing a rise of 0.24%, ending at 8740.07 points [1] - The French CAC40 index closed on June 26 with a decrease of 0.85 points, representing a decline of 0.01%, ending at 7557.31 points [1] - The European Stoxx 50 index closed on June 26 with a decrease of 8.86 points, representing a decline of 0.17%, ending at 5243.15 points [1] - The Spanish IBEX 35 index closed on June 26 with a decrease of 5.50 points, representing a decline of 0.04%, ending at 13813.50 points [1] - The Italian FTSE MIB index closed on June 26 with an increase of 37.86 points, representing a rise of 0.10%, ending at 39357.00 points [1]

Core Insights - The escalation of tensions in the Middle East has significantly impacted Europe's energy security, revealing structural issues in the EU's LNG strategy, including over-reliance on spot markets and neglect of local resource development [1][2] - The recent airstrikes by Israel on Iran have led to a surge in diesel, aviation fuel, and natural gas prices, with EU natural gas prices rising by 20% due to risks associated with the Strait of Hormuz, through which 20% of global LNG transport passes [1] - Despite the Middle East's direct contribution to EU gas supply being only about 10%, its critical role in the global LNG supply chain means that any substantial disruption could lead to significant price increases for European energy [1] LNG Market Dynamics - The current gas import structure of the EU is primarily pipeline gas from Norway, with LNG mainly sourced from the US, Russia (17.5%), Algeria (10.7%), and Qatar (10.4%) [1] - The EU's preference for flexible spot purchases over long-term contracts has weakened its long-term supply security, despite Qatar's commitment to long-term supply agreements [1][2] Strategic Challenges - Europe's energy policy is criticized for being overly idealistic, particularly in its absolute reliance on renewable energy, which overlooks the fundamental role of natural gas in both industrial and residential sectors [2] - The EU faces winter gas storage pressures, with current inventory levels lower than in the past two years, compounded by colder weather forecasts, leading to increased demand for gas procurement [2] Future Outlook - The EU's energy procurement costs are expected to remain significantly higher than those in the US, placing it at a competitive disadvantage in global manufacturing and industry [2] - The ongoing geopolitical tensions and the EU's lack of local gas development exacerbate its dependency on external sources, making it vulnerable to price fluctuations driven by geopolitical factors [2][3] - The future volatility of the European energy market and policy uncertainty will continue to affect the pricing of natural gas-related assets and the operational costs and profit outlook of energy companies [3]

裕信银行：欧洲央行预计将在9月完成降息周期 金十数据6月26日讯，裕信银行投资研究所的安德烈亚斯·里斯在一次网络研讨会上表示，预计欧洲央行 将在当前周期内再降息一次。据裕信银行经济学家预计，9月降息25个基点将使存款利率降至 1.75%，"基本上（降息）就结束了。"货币市场目前认为，下一次降息更有可能在10月。里斯表示，欧 洲经济增长料将"相当疲软"但不会大幅放缓，通胀率可能横向波动，徘徊在2%左右。 ...