周四，富时100指数几乎没有变化，在投资者审查交易更新时保持在历史高点附近。AB Foods股价下跌0.6%，零售商、矿商、银行和石油股均下跌。Primark的所有者AB Foods将其2025年的销售增长目标从“中个位数”下调至“低个位数”，理由是尽管圣诞节有所增长，但英国和爱尔兰的销售疲软。集团收入下降2.2%，至67亿英镑，营业利润率预计将保持稳定。与此同时，THG完成了其THG Ingenuity电子商务业务的分拆，使核心集团专注于健康和保健品牌。尽管Ingenuity的收入增长了22.9%，但2024年集团整体收入下降了5%，其余业务（THG美容和营养）下降了2.5%。THG预计，在营养复苏的推动下，2025年将实现中个位数增长。

The FTSE 100 was little changed on Thursday, staying near record highs as investors reviewed trading updates. AB Foods shares dropped 0.6%, with retailers, miners, banks, and oil stocks among the fallers. Primark owner AB Foods lowered its 2025 sales growth target to "low-single digit" from "mid-single digit," citing weak UK and Ireland sales despite Christmas gains. Group revenues fell 2.2% to £6.7 billion, with operating profit margins expected to remain stable. Meanwhile, THG completed the demerger of its THG Ingenuity e-commerce business, leaving the core group focused on health and wellness brands. Despite 22.9% revenue growth for Ingenuity, overall group revenues fell 5% in 2024, with the remaining business (THG Beauty and Nutrition) down 2.5%. THG expects mid-single-digit growth in 2025, driven by Nutrition recovery.

周四，斯托克50指数和斯托克600指数都徘徊在平线附近，结束了七个交易日的连胜，这一连胜将斯托克50指数推至2000点的高点，将斯托克600指数推至创纪录的水平。交易员们稍作休息，同时密切关注特朗普总统领导下美国政策的发展。科技股在前一交易日反弹后领跌，这得益于特朗普宣布在美国投资5000亿美元的人工智能基础设施。与此同时，达沃斯世界经济论坛仍然是焦点，特朗普计划通过视频通话向与会者发表讲话。在企业方面，ASML控股公司下跌3.4%，是当天跌幅最大的公司之一，而彪马股价在该公司公布令人失望的收益后下跌了14%。

Both the STOXX 50 and the STOXX 600 hovered near the flatline on Thursday, snapping a seven-session winning streak that had propelled the former to 2000-highs and the latter to record levels. Traders took a breather while closely monitoring developments in US policy under President Trump. Technology stocks led the losses after a rally in the previous session, fuelled by Trump’s announcement of a $500 billion AI infrastructure investment in the US. Meanwhile, the World Economic Forum in Davos remained in focus, with Trump scheduled to address attendees via video call. On the corporate front, ASML Holding fell 3.4%, ranking among the session’s biggest losers, while Puma shares tumbled 14% after the company reported disappointing earnings.

2024年12月，台湾广义M2货币供应量同比增长5.51%，达到638850亿新台币，较上月5.47%的增长有所加快。这一好转主要是由于定期存款和外汇存款的年增长率提高。考虑到2024年全年，累计年均增长率为5.83%。

The Broad M2 Money Supply in Taiwan increased by 5.51% year-on-year to TWD 63,885 billion in December 2024, accelerating from a 5.47% gain in the previous month. The upturn was primarily driven by an increased annual growth rate of time deposits and foreign exchange deposits. Considering the whole period of 2024, the cumulative average annual growth rate was 5.83%.

台湾零售额在2024年12月同比增长2.9%，高于11月修正后的2.1%。这是连续第二个月的增长，主要得益于纺织品和服装（11月为8.4%对2.8%）、药品和医疗用品及化妆品（8.6%对5.5%）、文化和娱乐用品（5.8%对5%）、信息和通信设备及家用电器（5.1%对4.4%）以及其他商品（14.2%对14%）的销售增长。相反，一般商品（4.7%对5.8%）、食品、饮料和烟草（0.6%对3.2%）、家用电器和商品（3.2%对4.9%）以及建筑材料（4.1%对13.2%）的销售增长放缓。与此同时，燃料和相关产品的销售额（-4.5%对-4.1%）以及机动车、摩托车和相关零部件的销售额（-1.8%对-4.1%.）均有所下降。零售贸易在11月修正后增长6.9%后，每月下降1.4%。2024年全年，零售额增长2.6%，低于2023年的6.2%。

Retail sales in Taiwan increased 2.9% year-on-year in December 2024, up from a revised 2.1% rise in November. This was the second straight month of growth, driven by higher sales of textiles and clothing (8.4% vs 2.8% in November), pharmaceutical and medical goods and cosmetics (8.6% vs 5.5%), cultural and recreation goods (5.8% vs 5%), information and communications equipment and electrical household appliances (5.1% vs 4.4%), and other goods (14.2% vs 14%). Conversely, sales growth slowed for general merchandise (4.7% vs 5.8%), food, beverages and tobacco (0.6% vs 3.2%), household appliances and goods (3.2% vs 4.9%), and construction materials (4.1% vs 13.2%). At the same time, declines were seen in sales of fuel and related products (-4.5% vs -4.1%) and motor vehicles, motorcycles and related parts (-1.8% vs -4.1%). Monthly, retail trade dropped 1.4%, after a revised 6.9% gain in November. For the whole year of 2024, retail sales rose 2.6%, slowing from a 6.2% growth in 2023.