富时MIB周三收于36372点，上涨约0.6%，为2007年12月以来的最高点，此前一天略有下跌，与大多数欧洲同行一致。投资者期待美国主要科技公司的盈利和央行的利率决定。自去年9月以来，美联储连续三次降息，人们普遍预计美联储将暂停其宽松周期，注意力转向有关利率未来轨迹的信号。与此同时，预计欧洲央行将于明天宣布进一步的货币宽松政策。在业务方面，依维柯（+6%）脱颖而出，这得益于沃尔沃第四季度的财务报告。在“DeepSeek”动荡的影响下，普睿司曼在连续两个交易日出现亏损后复苏。意法半导体（+0.8%）在其收益公布之前出现了购买兴趣，这得益于ASML在阿姆斯特丹的强劲表现。在经济新闻方面，意大利消费者和商业信心在1月份都有所改善。

The FTSE MIB closed about 0.6% up at 36,372 on Wednesday, its highest since December 2007, following a slight decline the day before and moving in line with most European peers. Investors looked ahead to major US tech earnings and central bank rate decisions. The Federal Reserve is widely expected to pause its easing cycle after three consecutive rate cuts since September last year, with attention turning to signals about the future trajectory of interest rates. Meanwhile, the ECB is anticipated to announce further monetary easing tomorrow. On the business front, Iveco (+6%) stood out, boosted by Volvo's Q4 financial report. Prysmian recovered after two consecutive sessions in the red, following the impact of the "DeepSeek" turmoil. STMicroelectronics (+0.8%) saw buying interest ahead of its earnings release, supported by ASML's strong performance in Amsterdam. In economic news, both Italian consumer and business confidence showed improvement in January.

意大利制造业信心指数在2025年1月升至86.8，高于上个月修订后的85.9，而市场预测为85.5。几个关键指标的情绪有所改善，对经济（-15.8对2024年12月的-17.3）、生产（-0.2%对-0.7%）、现金可用性（-6.6对-7.4）和就业（-1.3对-2.2）的预期变得不那么消极。此外，企业对未来三个月的新订单保持乐观（0.4）。

The manufacturing confidence index in Italy rose to 86.8 in January 2025, up from a revised 85.9 in the previous month and compared to market forecasts of 85.5. Sentiment improved across several key indicators, with expectations for the economy (-15.8 vs -17.3 in December 2024), production (-0.2% vs -0.7%), cash availability (-6.6 vs -7.4), and employment (-1.3 vs -2.2) becoming less negative. Additionally, firms remained optimistic about new orders over the next three months (at 0.4).

2025年1月，意大利消费者信心指数上升1.9点，至98.2，高于2024年12月的四个月低点96.3，出乎意料地超过了市场预期的96。这是自9月以来的最高读数，因为情绪全面改善，包括对意大利经济背景的看法（101.3比2024年12月的96.1）和对未来意大利经济的预期（96.1比93.3）。与此同时，个人氛围增强（97.1比96.4），当前氛围增强（99.8比98.6）。

The Italian consumer confidence index rose by 1.9 points to 98.2 in January 2025, up from a four-month low of 96.3 in December 2024 and unexpectedly surpassing market expectations of 96. This marked the highest reading since September, as sentiment improved across the board, including perceptions of the Italian economic backdrop (101.3 vs. 96.1 in December 2024) and expectations for the future Italian economy (96.1 vs. 93.3). At the same time, personal climate strengthened (97.1 vs. 96.4), along with the current climate (99.8 vs. 98.6).

富时MIB指数周三早盘上涨至36245点左右，前一交易日略有下跌，与大多数欧洲同行保持一致。市场情绪有所改善，因为对DeepSeek对人工智能需求的影响的担忧有所缓解，而交易员们正在等待美联储今天和欧洲央行明天的关键政策决定。在企业方面，意法半导体领涨，涨幅超过2%，这得益于ASML强劲的季度业绩。其他值得注意的上涨股包括普睿司曼，其涨幅超过2%，以及Bper Banca（+1%）、Unipol Gruppo（+1.3%）和Banca Monte dei Paschi di Siena（+1.9%）等金融股。与此同时，包括Moncler（-2.3%）和Brunello Cucinelli（-1.9%）在内的奢侈品股下跌，反映了该地区同行的下跌。在经济新闻方面，意大利消费者和商业信心在1月份都有所改善。

The FTSE MIB rose to around 36,245 in early trading on Wednesday, following a slight decline in the previous session and moving in line with most European peers. Market sentiment improved as concerns over DeepSeek's impact on AI demand eased, while traders awaited key policy decisions from the Fed today and the ECB tomorrow. On the corporate front, STMicroelectronics led gains, rising over 2%, driven by strong quarterly results from ASML. Other notable gainers included Prysmian, which advanced more than 2%, along with finance stocks such as Bper Banca (+1%), Unipol Gruppo (+1.3%), and Banca Monte dei Paschi di Siena (+1.9%). Meanwhile, luxury stocks, including Moncler (-2.3%) and Brunello Cucinelli (-1.9%), declined, mirroring losses among regional peers. In economic news, both Italian consumer and business confidence showed improvement in January.