锰 (Manganese) 加自选

周四下午，美联储降息50个基点后，美国股市飙升，提振了人们对美国经济“软着陆”的乐观情绪。道琼斯指数飙升500多点，标准普尔500指数上涨1.7%，均创下历史新高。纳斯达克100指数也飙升2.7%，领涨大盘，投资者对美联储稳定增长的举措表示欢迎。科技股领涨，英伟达和AMD分别飙升5%和7%，而Meta和Alphabet分别上涨4%和2%。与经济增长相关的行业，如金融和工业，也从中受益。摩根大通上涨1.8%，卡特彼勒和家得宝分别上涨4.8%和1.5%。涨势不仅限于大盘股，小盘股连续第七个交易日攀升。市场的广泛上涨反映了人们对美联储在保持经济增长的同时平衡通胀控制能力的信心增强，因为每周失业救济申请人数下降幅度超过预期，进一步提振了市场情绪

Stocks in the US surged on Thursday afternoon as after the Federal Reserve’s 50 basis point rate cut, boosting optimism about a "soft landing" for the US economy. The Dow Jones surged over 500 points, while the S&P 500 gained 1.7%, and both hit new record highs. The Nasdaq 100 also spiked 2.7%, leading the broader market gains as investors embraced the Fed's move to stabilize growth. Tech stocks led the charge, with Nvidia and AMD spiking 5% and 7%, while Meta and Alphabet climbed 4% and 2%. Sectors tied to economic growth, like financials and industrials, also benefited. JPMorgan Chase rose 1.8%, while Caterpillar and Home Depot were up 4.8% and 1.5%, respectively. The rally extended beyond large-cap stocks, with small caps climbing for the seventh straight session. The market's broad gains reflected heightened confidence in the Fed’s ability to balance inflation control while keeping the economy growing, as weekly jobless claims dropped more than expected, further boosting sentiment

欧洲股市周四收盘大幅上涨，追随主要经济体的股市，此前美联储在昨日收盘后大幅降息50个基点。欧元区斯托克50指数飙升2.2%，收于4943点，泛欧斯托克600指数上涨1.3%，收于522点。科技股领涨欧元区蓝筹股，顶级市值ASML飙升4.6%，受益于美国芯片行业的积极势头。此外，Prosus和Adyen各上涨近5%。与此同时，奢侈品行业受益于中国央行降息的希望，因为人民币走强为亚洲宽松政策增加了空间，爱马仕、法拉利和路威酩轩集团的涨幅在4.4%至3%之间。在欧元区以外，英格兰银行和挪威央行都保持利率不变。

European stocks closed sharply higher on Thursday, tracking equity markets across major economies after the Federal Reserve delivered an aggressive 50bps rate cut following yesterday’s closing bell. The Eurozone’s Stoxx 50 soared 2.2% to close at 4,943, and the pan-European Stoxx 600 added 1.3% to close at 522. Tech shares led the gains among the Eurozone’s bluechips, with top market cap ASML soaring 4.6%, benefitting from the positive momentum for the chip sector in the US. Also, Prosus and Adyen gained close to 5% each. In the meantime, luxury benefitted from hopes of a rate cut by the PBoC as the stronger yuan added room for looser policy in Asia, with Hermes, Ferrari, and LVMH adding between 4.4% and 3%. Outside the Eurozone, the Bank of England and the Norges Bank both held their interest rates unchanged.

据房地美称，截至9月19日，30年期固定抵押贷款的平均利率降至6.09%，达到2023年2月初以来的最低水平。这一下降与美联储开始降息周期相吻合，降息周期始于50个基点的降幅，这是自2020年以来的首次降幅。去年同期，30年期基准抵押贷款的利率为7.19%。房地美首席经济学家Sam Khater表示：“抵押贷款利率继续向6%的大关下降，恢复了许多消费者的购买和再融资需求。”。“虽然抵押贷款利率不会直接跟随美联储的行动，但四年多来的首次降息将对房地产市场产生影响。过去几周抵押贷款利率的下降表明，这一降息基本上是内在的，但利率可能会进一步下降，引发更多的房地产活动。”。

The average rate on a 30-year fixed mortgage dropped to 6.09% as of September 19th, reaching its lowest level since early February 2023, according to Freddie Mac. This decline coincides with the Federal Reserve's initiation of its rate-cutting cycle, which began with a larger-than-expected reduction of 50 basis points, the first decrease since 2020. In the same period last year, the rate on a 30-year benchmark mortgage was 7.19%. “Mortgage rates continued declining towards the six percent mark, reviving purchase and refinance demand for many consumers,” said Sam Khater, Freddie Mac’s Chief Economist. “While mortgage rates do not directly follow moves by the Federal Reserve, this first cut in over four years will have an impact on the housing market. Declining mortgage rates over the last several weeks indicate this cut was mostly baked in, but rates will likely fall further, sparking more housing activity.”.

在米兰，富时MIB指数周四上涨389点，涨幅1.16%。MFE MediaForEurope（15.44%）、Davide Campari Milano（9.54%）和Leonardo SpA（3.71%）领涨。

In Milan, the FTSE MIB Index gained 389 points or 1.16 percent on Thursday. Gains were led by MFE-MediaForEurope (15.44%), Davide Campari-Milano (9.54%) and Leonardo SpA (3.71%).