（原标题：8月美PMI增值创近三年新高） 彭博社8月21日报道，8月21日标普最新统计显示，8月美制造业采购经理人指数 （PMI）突破50点大关达到53.3，为2022年5月以来最佳表现。制造业和服务业需求均 表现强劲，但销售增长仍显乏力。关税战致企业不断向消费者转嫁生产成本，同时为 应对市场不确定性，工厂成品库存已达2007年以来最高水平。 ...

中新社伦敦8月21日电 (欧阳开宇李可奕)标普最新报告显示，英国企业8月活动增长势头为一年以来最 强，标普全球英国综合采购经理人指数(PMI)升至53.0，明显高于市场预期。 21日公布的数据还显示，英国8月综合PMI初值从7月的51.5升至53.0，超过市场预期的51.6。这一水平 为2024年8月以来最高，显示英国经济整体进入扩张区间。数据显示，服务业PMI升至53.6，为主要增 长动力；制造业PMI则降至47.3，创三个月新低，显示行业持续处于收缩状态。 （文章来源：中国新闻网） 报告指出，企业整体活动增强，就业水平降幅较7月也有所收窄。企业仍普遍面临劳动力成本上涨压 力，原因包括政府4月上调雇主社保税以及最低工资提高。受此影响，服务业价格涨幅创三个月来最 快，或将加大通胀压力，增加英国央行在政策调整上的难度。 报告同时显示，英国企业对未来一年的业务预期升至2024年10月以来最高点，反映出信心正在恢复。标 普全球经济学家威廉姆森表示，暑期以来英国经济增长速度明显加快，但新订单情况依旧波动，企业仍 面临政策变化和地缘政治不确定性等风险。 分析人士认为，英国经济当前呈现"冷热不均"的格局：一方面服务业支撑 ...

尽管受到美国关税的影响，欧元区私营部门仍以15个月以来的最快速度扩张，制造业摆脱了长达三年的低迷态势。标普全球编制的综 合采购经理人指数(PMI)从7月份的50.9升至8月份的51.1，进一步高于50的荣枯分界线。分析师此前预测为50.6。 服务业表现略有减弱，但仍符合预期，制造业PMI则跃升至50.5，打破了小幅放缓的预期，并实现了自2022年6月以来的首次扩张。德 国的制造业也接近结束长达三年的低迷期。 他表示："美国的贸易政策正在产生影响。德国此前表现良好，这可能是因为美国客户提前采购，但现在订单也出现了下降。法国在过 去几个月里已经走出了外需下滑的困境，但新订单仍在下降。" 欧元区20国经济第二季度意外增长0.1%，但远低于此前三个月0.6%的增速，当时受到关税引发的囤货热潮的影响。通胀率徘徊在欧洲 央行设定的2%目标附近。 汉堡商业银行经济学家Cyrus de la Rubia周四表示："情况正在好转。尽管面临美国关税和普遍的不确定性等不利因素，但欧元区各地的 企业似乎都表现得相当不错。" 欧元兑美元汇率稳定在1.1654，此前曾小幅下跌，而欧元区债券价格则继续下跌，德国10年期国债收益率上涨2个基 ...

肯《星报》8月6日报道，今年上半年，肯尼亚新注册企业达到74,740家， 比去年同期增长10.9%，扭转了2024年全年下降7.6%的颓势。商业登记服务局 （BRS）的数据显示，2025年1月至6月期间注册的新公司数量，为该机构2016 年开始记录以来的同期之最。这一趋势也体现了企业家面对不断攀升的商业成 本和日益严峻的经营环境的适应能力与挑战精神。但衡量私营部门关键指标表 现的采购经理人指数（PMI）7月数值仅为46.8，创2024年7月以来的最低水 平。 （原标题：肯新注册企业在六个月内增加11%） ...

Group 1 - Silver market shows strong upward momentum, outperforming gold with a year-to-date increase of approximately 35% compared to gold's nearly 28% rise [1] - Current silver price is attempting to maintain above the critical level of $39 per ounce, following a prolonged supply shortage lasting 7 years [1] - Spot gold price has fallen below the important threshold of $3360.23 per ounce, while spot silver has shown a slight increase of 0.02% to $39.03 per ounce [1] Group 2 - The S&P Global Purchasing Managers' Index (PMI) indicates that the US composite PMI rose from 52.9 in June to 54.6 in July, with the services PMI significantly increasing to 55.2, reflecting accelerated economic activity [2] - Strong PMI data supports the Federal Reserve's decision to maintain current interest rates, while also boosting the US dollar index and US Treasury yields [2] - Upcoming US durable goods orders data is crucial as it may provide new insights into gold price trends, with strong data potentially reinforcing economic recovery expectations and further pressuring gold prices [2] Group 3 - Spot gold experienced fluctuations with a downward trend, while spot silver remains near a 14-year high, hovering around levels last seen in September 2011 [3] - Silver's recent price action is supported by a weak dollar, with a weekly increase of nearly 2.36%, despite a slight daily decline of 0.50% [3] - Silver continues to trade well above its 9-day, 21-day, and 50-day moving averages, maintaining a bullish technical structure [3]

Core Insights - Eurozone manufacturing shows signs of stabilization in June, with PMI rising to 49.5, the highest level since August 2022, marking the fourth consecutive month of output growth [1][4] - New orders stabilized in June, ending a 37-month decline, while export orders also showed signs of recovery [4] - Germany's manufacturing PMI reached a 34-month high, with new orders growing at the fastest rate in 39 months, indicating a continued recovery [6][9] - France's manufacturing PMI fell to 48.1, marking the largest decline since February, primarily due to a sharp drop in new orders [11][14] Eurozone Manufacturing Overview - Eurozone manufacturing PMI increased from 49.4 in May to 49.5 in June, approaching the critical 50 mark, although still in contraction territory [4] - Output index decreased from 51.5 in May to 50.8 in June, indicating a slowdown in growth but remaining in the expansion zone [4] - Employment numbers continued to decline for the 25th consecutive month, with layoffs accelerating slightly in June [4] Country-Specific Performance - Germany's manufacturing PMI rose from 48.3 in May to 49.0 in June, with output index reaching 51.9, indicating a two-month high [6][9] - New orders in Germany increased for the third time in four months, reflecting improved domestic and international demand [9] - In contrast, France's manufacturing sector faced further deterioration, with new orders declining at the fastest rate in four months, leading to reduced production activity [11][14] Employment and Pricing Trends - German manufacturers reported a slight increase in purchasing activity for the first time in three years, despite ongoing declines in inventory levels [9] - French manufacturers continued to face rising input prices, with inflation slightly accelerating compared to May, while also reducing selling prices to compete for new business [14]

Group 1 - The core viewpoint of the news highlights the recent performance of silver futures and the economic indicators from Japan, suggesting potential market movements and implications for investment strategies [1][2] - On June 23, the Shanghai silver futures closed at 8770 yuan per kilogram, with a daily increase of 0.35% and a trading volume of 436,999 contracts [1] - The spot price of silver in Shanghai was reported at 8707 yuan per kilogram, indicating a discount of 63 yuan per kilogram compared to the futures price [1] Group 2 - The Bank of Japan has decided to slow down the reduction of bond purchases starting from the fiscal year 2026, amid concerns over the economic outlook and potential impacts of U.S. trade tariffs [1] - Japan's core inflation rate has remained above the central bank's 2% target for over three years, reaching a two-year high in May, which opens the door for further interest rate hikes [1] - The au Jibun Manufacturing Purchasing Managers' Index (PMI) showed that Japan's manufacturing sector returned to expansion for the first time since May 2024, rising from 49.4 to 50.4 in June [1] Group 3 - The trading strategy for silver futures indicates a recent trend of initial declines followed by rebounds, with a focus on adjusting the rebound target upwards [2] - The primary resistance level for silver futures is set at 8900, and if this level is breached, there is potential to test the 9000 psychological resistance zone [2] - The overall trading rhythm is expected to remain oscillating and slightly bearish [2]

Group 1: U.S. Economic Indicators - The Federal Reserve's Beige Book indicates weak economic growth, with only 3 out of 12 districts showing slight growth due to hiring slowdowns and concerns over tariffs affecting prices [1] - ADP reported that U.S. private sector employment increased by only 37,000 in May, significantly below the expected 110,000, marking the lowest increase in over two years [1] - The ISM reported that the U.S. non-manufacturing PMI fell below 50 for the first time in a year, indicating contraction, driven by declining new orders and rising prices due to higher import tariffs [1] Group 2: European Market Response - European markets reacted positively to the news of U.S. tariffs, with all three major indices rising, and the DAX index reaching a historical high [2] - The European Commission indicated that trade negotiations with the U.S. are progressing positively, which helped to soothe market sentiments [2] Group 3: Eurozone Economic Data - The Eurozone composite PMI for May was reported at 50.2, exceeding expectations, suggesting greater economic resilience amid U.S. tariff uncertainties [3] - However, the services sector in the Eurozone showed signs of weakness, with the PMI falling below 50, particularly in Germany, while France showed slight improvement [3] Group 4: Commodity Market Movements - International oil prices fell due to OPEC's decision to maintain production increases and OECD's downward revision of global growth forecasts, raising concerns about oversupply [4] - International gold prices saw a slight increase as the U.S. dollar index dropped below 99, with August gold futures closing at $1,399.20 per ounce [5]

Group 1 - The core viewpoint indicates that the British pound is influenced primarily by fundamental factors, with limited high-impact financial data released recently [1] - The upcoming final Purchasing Managers' Index (PMI) for May, particularly in the services sector, and May's housing price indicators are expected to be significant for the pound's movement [1] - Market expectations suggest that the Bank of England may lower interest rates once or even twice before the end of the year [1] Group 2 - The Consumer Price Index (CPI) and retail sales data for April exceeded expectations, potentially easing the market's dovish outlook on the Bank of England [1] - The speech planned by Bank of England Monetary Policy Committee member Mann on Tuesday is a key event for monetary policy, with hawkish tones likely to support the pound [1] - The call from Bank of England Governor Bailey for stronger ties between the UK and the EU remains a primary concern for pound traders, especially in light of disappointing UK-US trade agreements [1] Group 3 - The UK government's austerity measures may exert pressure on the pound [1] - Analysts believe that the intentions of the Bank of England will be crucial for the pound's movement in the coming week, alongside external fundamental factors from the US and EU [1] - The 14-day Relative Strength Index (RSI) is struggling to maintain above 60.00, with a potential decline to the 40.00-60.00 range signaling the end of bullish momentum [1]

SHMET 网讯： 欧元区5月PMI意外萎缩，服务业创16个月来最差表现 欧元区经济在5月意外萎缩，服务业表现跌至16个月以来最差水平，制造业的小幅改善被服务业的下跌所抵消。 22日，S&P Global发布的采购经理人指数（PMI）显示： 欧元区综合PMI指数从4月的50.4降至49.5，低于分析师此前预测的50.6； 法国的经济活动已连续9个月萎缩，综合PMI仅从4月份的47.8小幅上升至48，依旧远低于50的门槛。德法服务业活动均出现下跌。 根据S&P Global的数据显示，欧元区5月私营部门活动意外萎缩。汉堡商业银行的经济学家Cyrus de la Rubia表示： "欧元区经济似乎难以站稳脚跟。" 他指出，虽然服务业的国外需求有所放缓，但国内需求的疲软才是拖累该行业的主要原因。服务业的疲软表现是导致整体PMI下降的关键因素，这预示着 欧元区经济复苏的道路将更加艰难。 5月份欧元区制造业的表现好于服务业，这是自疫情爆发以来首次出现的情况。De la Rubia认为，这可能与应对美国贸易关税的措施有关，而较低的油价 也可能对此有所帮助。欧元区制造业已连续三个月增加产量，新订单自2022年4月以来首次没 ...