加拿大3个月期国债 (Canada3M) 加自选

标普/多伦多证券交易所综合指数周五飙升0.7%，创下22465点的新高，受材料和能源板块上涨的推动，尽管科技股承压。主要矿业股领涨，受益于中国需求增加推动的金属价格上涨，尤其是铜和黄金。First Quantum股价飙升7.6%，Cameco股价上涨6.4%，Ivanhoe Mines股价上涨6.2%。权重股Agnico Eagle和Barrick Gold也上涨了1.8%以上。同样，随着油价上涨，加拿大天然气公司、Cenovus公司和森科尔公司涨幅超过1%。在经济方面，加拿大投资者在3月份收购了356亿美元的外国证券，创下了纪录，本季度总计515亿美元。与此同时，外国投资者在3月份增持了144亿美元的加拿大证券，从2月份的43亿美元撤资中反弹。本周，TSX指数上涨0.7%。

The S&P/TSX Composite index surged 0.7% to a new high of 22,465 on Friday, driven by gains in the materials and energy sectors despite pressure from tech stocks. Key mining equities led the rally, benefiting from higher metal prices, especially copper and gold, driven by increased demand from China. First Quantum soared by 7.6%, followed by Cameco up 6.4%, and Ivanhoe Mines up 6.2%. Heavyweights Agnico Eagle and Barrick Gold also gained more than 1.8%. Similarly, as oil prices rose, Canadian Natural, Cenovus, and Suncor gained over 1%. On the economic front, Canadian investors set a record by acquiring $35.6 billion in foreign securities in March, totaling $51.5 billion for the quarter. Meanwhile, foreign investors increased their holdings of Canadian securities by $14.4 billion in March, rebounding from a $4.3 billion divestment in February. For the week, the TSX posted a gain of 0.7%.

标准普尔/多伦多证券交易所综合指数周五微涨0.2%，超过22350点，材料和能源板块在科技板块的压力下领涨。主要矿业股票受益于金属价格的整体上涨，尤其是铜和黄金，First Quantum上涨3.2%，其次是Barrick gold上涨1.1%，Agnico Eagle Mines上涨1%，Wheaton Precious Metals上涨0.9%。同样，随着油价攀升，加拿大天然气公司、Cenovus公司和森科尔公司涨幅均超过0.5%。相反，由于对美国长期加息的担忧，科技股面临抛售压力，权重股Shopify下跌1%。本周，多伦多证券交易所有望小幅上涨0.2%左右。

The S&P/TSX Composite index edged up 0.2% to surpass the 22,350 mark on Friday, with the materials and energy sectors leading the gains amid pressure from the tech sector. Key mining equities benefited from the overall increase in metal prices, particularly copper and gold, with First Quantum rising by 3.2%, followed by Barrick Gold at 1.1%, Agnico Eagle Mines at 1%, and Wheaton Precious Metals at 0.9%. Similarly, as oil prices climbed, Canadian Natural, Cenovus, and Suncor gained upwards of 0.5%. Conversely, tech stocks faced selling pressure due to concerns about prolonged higher interest rates in the US, with heavyweight Shopify losing 1%. For the week, the TSX was poised for modest gains of around 0.2%.

2024年3月，外国投资者对加拿大证券的敞口净增加143.7亿美元，为去年6月以来最多，高于市场预期的35.1亿美元，而2月的修订后净撤资额为42.8亿美元。债务证券的外国投资受到股票证券撤资的抑制。外国投资者恢复了对加拿大债务证券的投资，获得了价值179亿美元的这些工具。政府债券，包括联邦债券（67亿美元）和省级债券（40亿美元），以及私人公司债券（69亿美元）占了大部分活动。另一方面，非居民投资者在3月份剥离了35亿加元的加拿大股票，主要出售银行业的股票，在较小程度上出售贸易和运输业的股票。

Foreign investors increased their exposure to Canadian securities by a net $14.37 billion in March 2024, the most since June last year, above market expectations of $3.51 billion, and compared to a revised net divestment of $4.28 billion in February. Foreign investment in debt securities was moderated by a divestment in equity securities. Foreign investors resumed their investment in Canadian debt securities, acquiring a significant $17.9 billion worth of these instruments. Government bonds, both federal (+$6.7 billion) and provincial (+$4.0 billion) instruments, as well as private corporate bonds (+$6.9 billion) accounted for most of the activity. On the other hand, non-resident investors divested $3.5 billion of Canadian equity securities in March, mainly sales of shares of the banking sector and, to a lesser extent, shares of the trade and transportation industry.

标准普尔/多伦多证券交易所综合指数周四小幅上涨，收于22300点，受金融板块上涨和积极盈利报告的推动。太阳人寿金融以1.3%的涨幅领涨该板块，宏利金融以1.1%的涨幅紧随其后。值得注意的是，Lightspeed Commerce增长了18%，超过了该指数，因为这家云商务解决方案提供商超过了第一季度的收入预期。加拿大鹅的股价也飙升了15.5%，超过了市场对其季度收入的预期，这得益于中国对其优质羽绒服需求的强劲复苏。另一方面，Boyd Services在收盘后公布业绩后大幅下跌1.1%，而WSP Global以5.3%的跌幅领跌，First Quantum紧随其后，下跌2.8%，抑制了该指数的涨幅。

The S&P/TSX Composite index inched higher to close at 22,300 on Thursday, driven by gains in the financial sector and positive earnings reports. Sun Life Financial led the sector's gains with a 1.3% increase, followed by Manulife Financial with a rise of 1.1%. Notably, Lightspeed Commerce surged by 18%, topping the index, as the cloud commerce solution provider surpassed first-quarter revenue estimates. Canada Goose shares also soared by 15.5% after surpassing market expectations for quarterly revenue, fueled by a robust recovery in demand for its premium puffer jackets in China. On the flip side, Boyd Services experienced notable losses of 1.1% after reporting results post-market close, while WSP Global led decliners with losses of 5.3%, followed by First Quantum down 2.8%, tempering gains for the index.