
Tokyo +2,33% e Taiwan +4,94%; tornano fiducia sugli investimenti in intelligenza artificiale
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Le Borse asiatiche chiudono in territorio positivo dopo i cali delle precedenti sedute. Sui mercati torna il clima di fiducia sulla tenuta degli investimenti per l'intelligenza artificiale dopo i timori emersi con la vittoria dei Democratici alle elezioni di midterm negli Stati Uniti. Sotto i riflettori restano le tensioni geopolitiche, con il conflitto in Medio Oriente.
Le Borse asiatiche chiudono in terreno positivo, dopo i cali delle precedenti sedute.
Sui mercati torna il clima di fiducia sulla tenuta degli investimenti per l'intelligenza artificiale dopo i timori emersi con la vittoria dei Democratici alle elezioni di midterm negli Stati Uniti. Sotto i riflettori restano le tensioni geopolitiche, con il conflitto in Medio Oriente.
Conclude in netto rialzo Tokyo (+2,33%) e Taiwan (+4,94%).
Sul mercato valutario lo yen è stabile sul dollaro a 158,20, e sull'euro a 176,60. A contrattazioni ancora in corso sono positive anche Hong Kong (+0,23%), Shanghai (+0,44%) e Shenzhen (+0,28%). In calo Seul (-0,81%) e Mumbai (-0,27%).
Sul versante macroeconomico in arrivo dalla Germania la bilancia commerciale. Dagli Stati Uniti le aspettative dell'inflazione della Fed New York.

Elettricità Futura leaves Confindustria Energia after months of tension over high bills and energy prices. President Salvatore Pinto accuses the association of excessive closeness to consumers and the world of gas, while Confindustria defines the decision as a "disordered reaction".

Crédit Agricole has proposed to Banco Bpm an amicable merger with Crédit Agricole Italia, creating the third largest Italian banking group with 6.5 million customers and over 2,300 branches. Giuseppe Castagna would remain as CEO of the new group. Banco Bpm shareholders would receive a 20% premium and an extraordinary dividend of 1 billion euros. The operation could be completed in the second half of 2027.

In the first nine months of 2026, UniCredit has already achieved 85% of its net profit target for the year, with €9.4 billion in net profit and a RoTE of 24.3%, exceeding its initial ambition by more than 20%. The group raises its ambitions: net profit well above 11.5 billion in 2026, over 13 billion in 2028 and over 15 billion in 2030.

The euro opens the markets at 1.116 against the dollar (+0.1%). The yen trades at 158. Tokyo's finance ministry announced that on July 30, Japan carried out its largest intervention ever to support the yen, with purchases of almost 8,000 billion yen, equal to 45.3 billion euros.

Almost 4 million VAT numbers in Italy lack protections such as sickness, paid holidays, redundancy fund and Naspi. The flat-rate scheme, established in 2015, involves almost 2 million workers. The 2027 Budget involves raising the revenue threshold for the flat tax from 85 thousand to 100 thousand euros, with a cost of 260 million per year.

Assoutenti reports increases in ski passes, hotels and restaurants in all the main Italian ski resorts for the 2026/2027 season. The daily ticket in the Dolomites costs 89 euros, in Courmayeur 75 euros. A family of four can spend over 350 euros on ski passes alone and up to 10 thousand euros for a week in the Dolomites on New Year's Eve.