每经AI快讯，周四(1月8日)欧市尾盘，欧债收益率涨跌不一，英国10年期国债收益率跌1.2个基点报 4.403%，法国10年期国债收益率涨0.6个基点报3.527%，意大利10年期国债收益率跌0.6个基点报 3.507%，西班牙10年期国债收益率涨0.3个基点报3.253%。 ...

每经AI快讯，周三（1月7日）欧市尾盘，法国10年期国债收益率跌3.4个基点，报3.520%。意大利10年 期国债收益率跌2.4个基点，报3.511%。西班牙10年期国债收益率跌2.3个基点，报3.249%。希腊10年期 国债收益率跌3.8个基点，报3.378%。 ...

⑧伦敦基本金属全线上涨，LME期镍涨8.39%报18430.0美元/吨，LME期锡涨4.79%报44500.0美元/吨， LME期铅涨2.35%报2071.0美元/吨，LME期铜涨2.02%报13254.5美元/吨，LME期锌涨1.58%报3245.5美 元/吨，LME期铝涨1.56%报3133.5美元/吨； ⑨美债收益率集体上涨，2年期美债收益率涨1.04个基点报3.463%，3年期美债收益率涨0.84个基点报 3.528%，5年期美债收益率涨0.69个基点报3.713%，10年期美债收益率涨0.79个基点报4.173%，30年期 美债收益率涨0.3个基点报4.863%； ⑩欧债收益率集体下跌，英国10年期国债收益率跌2.5个基点报4.479%，法国10年期国债收益率跌1.9个 基点报3.552%，德国10年期国债收益率跌2.8个基点报2.840%，意大利10年期国债收益率跌3.5个基点报 3.531%，西班牙10年期国债收益率跌2.9个基点报3.269%。 ④欧洲三大股指收盘全线上涨，德国DAX指数涨0.27%报24936.46点，法国CAC40指数涨0.32%报 8237.43点，英国富时100指数涨1 ...

每经AI快讯，周二（1月6日）欧市尾盘，法国10年期国债收益率跌1.7个基点，报3.555%。意大利10年 期国债收益率跌3.2个基点，报3.536%。西班牙10年期国债收益率跌2.8个基点，报3.272%。希腊10年期 国债收益率跌3.0个基点，报3.418%。 ...

每经AI快讯，周五(1月2日)欧市尾盘，法国10年期国债收益率涨4.9个基点，报3.612%，本周(三个交易 日)累计上涨5.1个基点。 ...

Core Viewpoint - The French bond market is facing significant turmoil, with the 30-year bond yield reaching its highest level since 2009, driven by concerns over the country's fiscal outlook following the breakdown of budget negotiations [1][4]. Group 1: Market Impact - The yield on France's 30-year bonds rose by 7 basis points to 4.525%, while the 10-year bond yield increased by 6 basis points to 3.614%, nearing a nine-month high [1]. - The failure of budget negotiations has led to a loss of market confidence, posing a major setback for Prime Minister Sébastien Lecornu, who had aimed to pass the national budget by year-end [5]. Group 2: Fiscal Policy Implications - The breakdown of budget talks means the government will have to extend the budget until 2026, severely limiting its ability to reform public finances [4]. - The inability to pass new spending projects, including a proposed €6.5 billion increase in defense spending, highlights the constraints imposed by the budget extension mechanism [5]. Group 3: Economic Outlook - The stalled budget will hinder France's efforts to reduce its fiscal deficit, with plans to bring the deficit below 5% of GDP by 2026 and to 3% by 2029, as required by the European Commission [6]. - The French central bank governor indicated that the budget extension would result in a deficit significantly above ideal levels, lacking any cost-saving or tax measures [6]. Group 4: Political Dynamics - Prime Minister Lecornu's failure to push the budget through is attributed to his decision to forgo a constitutional power that would allow the government to pass the budget without parliamentary vote, risking a vote of no confidence [7]. - Efforts to negotiate compromises with the center-left Socialist Party have not resolved the deadlock, as numerous amendments proposed by opposition parties have stalled the legislative process [7].

Core Viewpoint - The yield on French 30-year government bonds has reached its highest level since 2009, influenced by a report from the German central bank predicting stronger economic performance in Germany, which negatively impacted long-term bond performance [1] Group 1: Bond Yield Changes - The yield on French 30-year government bonds increased by 7 basis points to 4.525% [1] - The yield on French 10-year government bonds rose by 6 basis points to 3.614%, nearing a nine-month high [1] - The yield on German 30-year government bonds climbed by 6 basis points to 3.55%, marking the highest level since 2011 [1] Group 2: Economic and Political Context - The increase in bond yields follows a statement from French Prime Minister Sébastien Lecornu indicating that the budget proposal will not be voted on before the end of the year [1]

Market Performance - The three major US stock indices closed lower, with the Dow Jones down 0.47% at 47,885.97 points, the S&P 500 down 1.16% at 6,721.43 points, and the Nasdaq down 1.81% at 22,693.32 points [1] - Major tech stocks collectively declined, with Tesla down over 4%, Nvidia down nearly 4%, Google down over 3%, Apple and Facebook down over 1%, Amazon down 0.58%, and Microsoft down 0.06% [1] - Most Chinese concept stocks fell, with Century Internet down over 3%, NIO down over 3%, Li Auto down over 3%, Pony.ai down nearly 3%, and Global Data down over 3%. However, Wanwu Xingsheng rose nearly 3%, Zai Ding Pharmaceutical rose over 1%, and Yum China rose nearly 1% [1] - European stock indices had mixed results, with Germany's DAX down 0.02% at 24,072.25 points, France's CAC40 down 0.25% at 8,086.05 points, and the UK's FTSE 100 up 0.92% at 9,774.32 points [1] Commodity Prices - US oil futures rose by 2.92% to $56.74 per barrel, while Brent crude oil futures increased by 2.85% to $60.60 per barrel [1] - International precious metal futures generally rose, with COMEX gold futures up 0.90% at $4,371.40 per ounce and COMEX silver futures up 4.92% at $66.44 per ounce [1] - London base metals saw an overall increase, with LME tin up 3.05% at $42,275.00 per ton, LME copper up 1.30% at $11,742.50 per ton, LME aluminum up 1.03% at $2,906.00 per ton, LME zinc up 0.99% at $3,071.50 per ton, LME lead up 0.98% at $1,961.00 per ton, and LME nickel up 0.72% at $14,365.00 per ton [1] Bond Yields - US Treasury yields were mixed, with the 2-year yield up 0.43 basis points at 3.483%, the 3-year yield unchanged at 3.528%, the 5-year yield up 0.36 basis points at 3.698%, the 10-year yield up 1.36 basis points at 4.153%, and the 30-year yield up 1.72 basis points at 4.827% [1] - European bond yields mostly increased, with the UK 10-year yield down 4.4 basis points at 4.473%, France's 10-year yield up 2.4 basis points at 3.570%, Germany's 10-year yield up 1.9 basis points at 2.861%, Italy's 10-year yield up 2.4 basis points at 3.566%, and Spain's 10-year yield up 1.8 basis points at 3.296% [1]

①美国三大股指收盘涨跌不一，道指跌0.62%报48114.26点，标普500指数跌0.24%报6800.26点，纳指涨 0.23%报23111.46点； ②美国大型科技股多数上涨，特斯拉涨超3%，脸书涨超1%，英伟达涨0.81%，微软涨0.33%，苹果涨 0.18%，亚马逊涨0.01%，谷歌跌0.51%； ③热门中概股涨跌不一，知乎涨超3%，金山云涨超2%，爱奇艺、网易、世纪互联、拼多多跌超1%； ④欧洲三大股指收盘全线下跌，德国DAX指数跌0.68%报24064.06点，法国CAC40指数跌0.23%报 8106.16点，英国富时100指数跌0.68%报9684.79点； ⑤美油主力合约收跌2.89%，报55.18美元/桶；布伦特原油主力合约跌2.79%，报58.87美元/桶； ⑥国际贵金属期货收盘涨跌不一，COMEX黄金期货跌0.07%报4332.2美元/盎司，COMEX白银期货涨 0.32%报63.80美元/盎司； ⑦纽约尾盘，美元指数跌0.06%报98.22，离岸人民币对美元涨73个基点报7.0361； ⑧伦敦基本金属涨跌参半，LME期锌跌1.89%报3035.00美元/吨，LME期镍跌0.63%报1 ...

Group 1 - The yield on French 10-year government bonds decreased by 1.4 basis points to 3.551% [1] - The yield on German 10-year government bonds fell by 0.8 basis points to 2.840% [1]