<p>加拿大市場在今天的交易中表現出強勁，投資者轉向防禦性、建築和材料類股票，預計公共支出將增加。報告顯示，渥太華正在加快對軍事採購和基礎設施的承諾，這可能為工程和礦業公司提供助力。</p>
<p>多倫多證券交易所上漲 166.53 點，或 0.55%，至 30,638.21 點。</p>
<p>在一個顯著的變化中，加拿大財政部確認聯邦預算將於秋季而非春季公佈。此舉旨在更早地明確財政優先事項，儘管對國家日益擴大的赤字的擔憂依然存在。</p>
<p>地方風險也進入了視野。阿爾伯塔省的教師罷工給省級財政帶來了壓力，而與美國的持續貿易摩擦繼續影響出口導向行業的前景。</p>
<p>在貝街</p>
<p>多倫多創業交易所上漲 30.44 點，至 994.48 點。</p>
<p>在華爾街</p>
<p>美國股市今天呈現出熱情與謹慎的混合，華爾街因人工智能的勢頭而上漲。</p>
<p>美國股票交易接近歷史高位，科技股再次表現強勁。標準普爾 500 指數和納斯達克綜合指數上漲，而道瓊斯工業平均指數則因一些工業和消費品公司的壓力而滯後。</p>
<p>主要推動因素是超微半導體（AMD），該公司的股票在宣佈與 OpenAI 達成重要協議以供應 AI 芯片後上漲超過 25%。這一舉動引發了半導體和與 AI 相關股票的廣泛上漲，Marvell 和 Micron 等公司也獲得了漲幅。相比之下，英偉達的股價小幅下滑，投資者在權衡競爭加劇的影響。</p>
<p>併購活動也成為當天的頭條新聞。第五第三銀行（Fifth Third Bancorp）宣佈以 109 億美元的全股票收購 Comerica，Comerica 的股價大幅上漲，而第五第三的股票則受到壓力。這筆交易突顯出對監管機構可能支持銀行業整合的信心日益增強。</p>
<p>在宏觀方面，美國政府部分關門仍在繼續，但投資者目前似乎並未受到影響。市場關注點轉向美聯儲，主席傑羅姆·鮑威爾（Jerome Powell）和會議紀要的發佈預計將影響利率政策的預期。由於在關門期間可用的數據發佈較少，美聯儲的評論和企業盈利有望推動短期情緒。</p>

<p>加拿大市場正在上漲，主要受到國防、建築和材料股票的推動，原因是預計公共支出將增加。多倫多證券交易所上漲了 166.53 點，達到 30,638.21 點，而多倫多創業交易所上漲了 30.44 點。聯邦預算將於秋季公佈，這引發了對赤字擴大問題的擔憂。在美國，股市表現參差不齊，AMD 股票在與 OpenAI 達成協議後大幅上漲，而 Fifth Third Bancorp 宣佈以 109 億美元收購 Comerica。市場關注的焦點正在轉向美聯儲，因部分政府停擺的影響</p>

<p>Canadian markets are showing strength in todays session with Investors rotating into defense, construction, and materials stocks on anticipation of increased public spending. Reports suggest Ottawa is accelerating commitments to military procurement and infrastructure, which could provide tailwinds for engineering and mining firms.</p>
<div class="lb-trans"><p>加拿大市場在今天的交易中表現出強勁，投資者轉向防禦性、建築和材料類股票，預計公共支出將增加。報告顯示，渥太華正在加快對軍事採購和基礎設施的承諾，這可能為工程和礦業公司提供助力。</p>
</div><p>The TSX was up 166.53 points, or .55%, to 30,638.21</p>
<div class="lb-trans"><p>多倫多證券交易所上漲 166.53 點，或 0.55%，至 30,638.21 點。</p>
</div><p>In a notable shift, Canada’s finance ministry confirmed that the federal budget will now be presented in the autumn rather than the spring. The change is intended to give earlier clarity on fiscal priorities, though concerns about the country’s widening deficit linger.</p>
<div class="lb-trans"><p>在一個顯著的變化中，加拿大財政部確認聯邦預算將於秋季而非春季公佈。此舉旨在更早地明確財政優先事項，儘管對國家日益擴大的赤字的擔憂依然存在。</p>
</div><p>Local risks also entered the picture. A teachers’ strike in Alberta is adding pressure to provincial finances, while ongoing trade frictions with the U.S. continue to cloud the outlook for export-oriented industries.</p>
<div class="lb-trans"><p>地方風險也進入了視野。阿爾伯塔省的教師罷工給省級財政帶來了壓力，而與美國的持續貿易摩擦繼續影響出口導向行業的前景。</p>
</div><p>ON BAYSTREET</p>
<div class="lb-trans"><p>在貝街</p>
</div><p>The TSX Venture Exchange jumped 30.44 points to 994.48</p>
<div class="lb-trans"><p>多倫多創業交易所上漲 30.44 點，至 994.48 點。</p>
</div><p>ON WALLSTREET</p>
<div class="lb-trans"><p>在華爾街</p>
</div><p>Equity markets in the U.S delivered a mix of enthusiasm and caution today, with Wall Street rallying on artificial intelligence momentum.</p>
<div class="lb-trans"><p>美國股市今天呈現出熱情與謹慎的混合，華爾街因人工智能的勢頭而上漲。</p>
</div><p>U.S. equities traded near record levels, buoyed by another strong showing in technology. The S&amp;P 500 and Nasdaq Composite climbed higher, while the Dow Jones Industrial Average lagged as some industrial and consumer names faced pressure.</p>
<div class="lb-trans"><p>美國股票交易接近歷史高位，科技股再次表現強勁。標準普爾 500 指數和納斯達克綜合指數上漲，而道瓊斯工業平均指數則因一些工業和消費品公司的壓力而滯後。</p>
</div><p>The standout driver was Advanced Micro Devices (AMD), whose shares surged more than 25% after the company announced a landmark deal to supply AI chips to OpenAI. The move sparked a broader rally in semiconductor and AI-linked stocks, with companies such as Marvell and Micron notching gains. By contrast, Nvidia slipped modestly as investors weighed the impact of heightened competition.</p>
<div class="lb-trans"><p>主要推動因素是超微半導體（AMD），該公司的股票在宣佈與 OpenAI 達成重要協議以供應 AI 芯片後上漲超過 25%。這一舉動引發了半導體和與 AI 相關股票的廣泛上漲，Marvell 和 Micron 等公司也獲得了漲幅。相比之下，英偉達的股價小幅下滑，投資者在權衡競爭加劇的影響。</p>
</div><p>Mergers and acquisitions also added to the day’s headlines. Fifth Third Bancorp unveiled a $10.9 billion all-stock takeover of Comerica, sending Comerica shares sharply higher while weighing on Fifth Third’s stock. The deal highlights growing confidence that regulators may support consolidation in the banking sector.</p>
<div class="lb-trans"><p>併購活動也成為當天的頭條新聞。第五第三銀行（Fifth Third Bancorp）宣佈以 109 億美元的全股票收購 Comerica，Comerica 的股價大幅上漲，而第五第三的股票則受到壓力。這筆交易突顯出對監管機構可能支持銀行業整合的信心日益增強。</p>
</div><p>On the macro front, a partial U.S. government shutdown continues, but investors appear unfazed for now. Market attention is pivoting to the Federal Reserve, with Chair Jerome Powell and the release of meeting minutes expected to shape expectations for interest-rate policy. With fewer data releases available during the shutdown, Fed commentary and corporate earnings are poised to drive short-term sentiment.</p>
<div class="lb-trans"><p>在宏觀方面，美國政府部分關門仍在繼續，但投資者目前似乎並未受到影響。市場關注點轉向美聯儲，主席傑羅姆·鮑威爾（Jerome Powell）和會議紀要的發佈預計將影響利率政策的預期。由於在關門期間可用的數據發佈較少，美聯儲的評論和企業盈利有望推動短期情緒。</p>
</div>

Mining & Infrastructure Stocks Lead TSX Gains

- 加拿大市場因預期公共支出增加而上漲，TSX 上漲 166.53 點至 30,638.21。  
- 加拿大財政部確認聯邦預算將於秋季發佈，旨在提前明確財政優先事項。  
- 美國股市因人工智能勢頭而上漲，AMD 股價飆升 25%，推動半導體股普遍上漲。  

礦業和基礎設施類股領漲多倫多證券交易所