據路透社3月10日報道,周二,歐洲股市大幅收高,延續了四個月來的最佳表現,石油和公用事業股上漲抵消了礦業股的下跌。泛歐斯托克600指數上漲0.8%,公用事業板塊漲幅超過1.5%。
丹麥珠寶生產商Pandora A/S股價上漲7.2%,此前該公司公布2月份有機銷售額增長12%。
不過,歐洲大陸的股票市場面臨壓力,因為在快速推出疫苗和美國大規模緩解新冠肺炎疫情影響的一攬子計劃的支持下,債券收益率飆升,引發了對通脹可能上升的擔憂。
值得注意的是,歐洲主要股指的表現要好于一些以科技股為主的美國股指。
瑞銀(UBS)歐洲股票策略主管尼克 納爾遜(Nick Nelson)表示:“與標準普爾500指數相比,歐洲市場的科技股比重要小得多,增長主導比重也小得多,因此債券收益率上升并沒有帶來非常大的負面影響。這里要強調的是……如果我們談論的是從現在開始收益率溫和上升,那就更易于管理,而歐洲等市場中更具周期性的部分將表現得更好。”
此外,包括銀行、能源和汽車類股的摩根士丹利資本國際歐洲價值指數(MSCI Europe value index)今年迄今已上漲約9%,而跟蹤科技和醫療類股的增長指數上漲了2%。
礦業公司股價下跌1.8%,在英國上市的礦業公司Riotinto、必和必拓集團(BHP Group)和英美資源集團(Anglo American)的股價下跌2.4%至4.4%,令大宗商品權重較高的富時100指數(FTSE 100)承壓。
投資者將密切關注本周晚些時候歐洲央行(ecb)的會議,看看決策者是否已決定加快緊急債券購買步伐,以穩定動蕩的市場。
Axi首席全球市場策略師斯蒂芬?英尼斯(Stephen Innes)表示:“對歐洲央行而言,將提供一個具有挑戰性的環境,法蘭克福的政策制定者既不愿意也無法與美聯儲相提并論。”
與此同時,數據顯示,受對華貿易強勁推動,德國1月份出口意外增長。格林尼治時間上午10點,歐元區將公布更全面的2020年四季度GDP修正數據。
英國保險公司和資產管理公司M&G集團(M&G Plc)股價上漲4.7%,此前該公司公布2020年營業利潤好于預期,這是該公司作為獨立公司的首個全年營業利潤。
德國汽車零部件生產商大陸集團公司(Continental AG)股價下跌8.0%,此前該公司預測2021年前景低于預期。
王佳晶 摘譯自 路透社
原文如下:
European stocks end higher on support from oil, utilities
European stocks ended Tuesday decidedly higher after extending gains from their best session in four months a day earlier, as a rise in shares of oil and utility companies helped counter losses in miners.
The pan-European STOXX 600 rose 0.8%, with the utility sector rising more than 1.5%.
Danish jewellery maker Pandora A/S jumped 7.2% after reporting a 12% rise in organic sales in February.
The continent’s stock markets have come under pressure as a jump in bond yields on the back of quick vaccine rollouts and a massive U.S. coronavirus relief package have fanned worries about a potential rise in inflation.
Still, major European indexes have fared better than some of their tech-heavy U.S. peers.
“European market is much less tech-heavy than the S&P 500, much less growth-dominated, so higher bond yields are not such a negative,” said Nick Nelson, head of European equity strategy at UBS.
“The speed of the move has been an issue ... if we’re talking about a gentle rise in yields from here on, then that’s more manageable, and more cyclical parts of the market such as Europe would do better.”
The MSCI Europe value index, which includes banking, energy and auto stocks, have risen about 9% so far this year, while its growth counterpart that tracks tech and healthcare stocks is up 2%.
Miners fell 1.8% as Dalian iron ore futures tumbled by the 10% daily limit on anti-pollution restrictions in China’s top steelmaking city of Tangshan, while metal prices were also hit by a firm dollar.
UK-listed miners Rio Tinto, BHP Group and Anglo American fell between 2.4% and 4.4%, weighing on the commodity-heavy FTSE 100.
Investors will closely watch a European Central Bank meeting later this week to see if policymakers have decided to step up the pace of emergency bond purchases to calm skittish markets.
“For the ECB, this will provide a challenging environment, with policymakers in Frankfurt both unwilling and unable to match the Federal Reserve’s dovishness,” said Stephen Innes, chief global market strategist at Axi.
Meanwhile, data showed German exports unexpectedly rose in January buoyed by robust trade with China. A more comprehensive revised reading on euro zone’s fourth-quarter GDP data is due at 10 a.m GMT.
Among other stocks, British insurer and asset manager M&G Plc gained 4.7% after it posted better-than expected 2020 operating profit in its first full year as a standalone company.
German automotive parts maker Continental AG fell 8.0% after it forecast 2021 outlook below expectations.
相關資訊