Ibovespa扭转早盘跌幅,收于140110点,创下历史新高,上涨0.3%,此前投资者聚焦于巴西特有的基本面,盖过了早些时候的全球恐慌。令人失望的美国关税消息给出口商带来了压力,但3月份IBC Br指数上涨0.8%,高于预期,将第一季度活动提高到1.3%,同时12个月IPCA预测小幅收窄至4.91%(仍高于4.50%的上限),这加强了Selic稳定在14.75%的理由,提振了金融业的收益。在股市方面,JBS、BRF和Marfrig都出现了反弹,由于第一季度业绩强劲和牛肉出口前景改善,各上涨3%至4.4%,而Gol在确认其第11章退出计划后飙升12.1%,为小盘股注入了活力。包括ItaúUnibanco和Banco do Brasil在内的主要银行也因持续的净息差前景而上涨。
The Ibovespa reversed early-session losses to close 0.3% higher at a fresh record of 140,110, after investors homed in on Brazil-specific fundamentals that eclipsed earlier global jitters. Disappointing US tariff news had weighed on exporters, but a stronger-than-expected 0.8% jump in March’s IBC-Br index, raising first-quarter activity to 1.3%, alongside a modest narrowing of the 12-month IPCA forecast to 4.91% (still above the 4.50% ceiling) reinforced the case for Selic stability at 14.75%, bolstering financial-sector earnings. In equities, JBS, BRF, and Marfrig staged comebacks, each rallying between 3% and 4.4% on robust Q1 results and improved beef-export prospects, while Gol’s 12.1% surge on confirmation of its Chapter 11 exit plan energized small caps. Major banks—including Itaú Unibanco and Banco do Brasil—also advanced on sustained net-interest-margin outlooks.